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REGISTER TODAY: How Are You Managing Your Deposit Portfolio?

Posted by Teslar Software on Thu, Sep 17, 2020
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How Are You Managing Your Deposit Portfolio?

Community bankers! We have an upcoming webinar opportunity you do not want to miss. Join us for a quick 30-minute webinar to see how Teslar can help you streamline your deposit portfolio management and maintenance request processes, allowing you less time spent on paperwork and more time to devote to your customers.

 

WEBINAR: How Are You Managing Your Deposit Portfolio?

WHEN: Thursday, September 24th, 2020 @ 2:00p CT

Register Now

 

If your bank is anything like the institutions that we talk to every day, your portfolio management and maintenance request processes could use a little help. All too often, we see FSRs and CSRs using Excel to keep track of their portfolio, having to ask for reports to see their complete portfolio, overdraft accounts, maturing time deposits, etc. We see them trying to keep track of maintenance requests in their email or shared drives. It doesn’t have to be this way, there are better ways!

In this webinar, we'll go over how to streamline the management of your portfolio with quick and easy access to the information you need, when and where you need it. We'll also cover how to significantly reduce the risk of maintenance requests falling through the cracks and having the visibility needed to ensure that everything is on track.

 

We look forward to seeing you on the call!

Topics: Teslar, Webinar

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