Director Best Practice Review

Unlock the potential of the Director system as a robust storage and research tool. This review showcases efficient utilization methods and offers customizations to align seamlessly with your financial institution’s unique structure. Learn how to maximize the functionality of Director and discover ways to enhance operational efficiency within your team.

An Operational Review provides the opportunity for customized training and support on the Premier core system. Each session is tailored to the specific needs of your institution, with no predefined agenda. The topics and focus are based on the products and services offered to your customers, as well as your internal procedures and requirements.

Who is this for?

This course is ideal for managers and users of the Premier core system, deposit operations staff, branch administration staff, administrators of Director, as well as frontline branch staff. Also suitable for anyone who needs to view reports, transactions, or scanned documents.

Key Benefits

• Learn best practices tailored to your institution’s structure.
• Discover ways to make your operations more efficient.
• Engage directly with bank staff for practical, hands-on learning.
• Foster cooperation across different teams within your institution.
• Improve knowledge of the Premier system capabilities.
• Staff will gain knowledge to perform their daily tasks more efficiently.

Focus Areas

• Web Director
• Client Director

Topics Covered

• Hyperlinks in Navigator
• Feature & Function Overview
• Electronic Notes
• Cross-References on Reports
• Custom Queries
• Transaction Research Tips

Don't miss the opportunity to elevate your team's skills and enhance your institution's performance. Learn more about the Director Best Practice Review engagement and schedule with us to transform the way you manage documents at your financial institution.