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REGISTER NOW: Do You Use Excel to Manage Your Deposit Exceptions?

Posted by Teslar Software on Fri, Nov 13, 2020
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If you are wanting to boost efficiencies and empower your bankers at your community financial institution, Teslar Software has an upcoming webinar for you! Join us for a short 30-minute webinar to learn how to increase visibility into deposit exceptions on a regional, branch, and individual level while empowering your FSRs or CSRs.

 

WEBINAR: Do You Use Excel to Manage Your Deposit Exceptions?

WHEN: Wednesday, November 18th, 2020 @ 2:00p CT

Register Now

 

With Excel, it can be difficult to quickly determine how proficient your FSRs or CSRs are when it comes to opening a deposit account. It may also be limiting visibility into how your regions and branches are performing. Plus, Excel is not empowering your FSRs or CSRs to clear/waive an ADD, CIP, or KYC exception, or update important account and customer information quickly and easily.

If your institution is able to relate to any of these shortcomings of using Excel, we have a solution that may help you achieve these and other functions within your organization.

We look forward to seeing you on the call!

Topics: Webinar

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