Session Spotlight: Smarter Deposit Exception Tracking in Teslar

At TUNE this year, attendees will take a closer look at how Teslar’s Exceptions tools support deposit operations through automated exception management, scoring, checklists, and reporting capabilities.

Session: Smarter Deposit Exception Tracking in Teslar

Speakers: This session will be led by Brooke Morgan, Director of Client Advocacy, and JT Strickland, Business Development Rep.

Who Should Join: This session is for deposit operation teams and deposit front line staff who want to improve how they track, manage, and report on deposit exceptions.

This breakout session will focus on leveraging Teslar's Exceptions tools for deposits, highlighting how teams can create exception types and checklists, track items across account types, and use reporting to gain better visibility into exception activity. Attendees will also explore lesser-known features that help teams manage deposit exceptions more efficiently.

Brooke shared, “I’m looking forward to showing deposit teams how they can utilize our exceptions module to its fullest.”

Attendees can expect to walk away with:

• How to build deposit exception types and checklists

• Ways to filter within Teslar to quickly report on exceptions

• A better understanding of Officer Report Cards and scoring for the new account opening process

Whether your team is looking to improve visibility into deposit exceptions or streamline all exception management processes, this session will offer practical insight into how Teslar's Exceptions tools can help teams work smarter and manage deposit exceptions more efficiently.

For those headed to TUNE this September, join Brooke and JT to learn more.