Sign up for a quick 30-minute webinar to learn how to increase visibility into deposit exceptions on a regional, branch, and individual level and to empower your FSRs or CSRs.
WEBINAR: Do You Use Excel to Manage Your Deposit Exceptions?
WHEN: Thursday, August 13th, 2020 @ 2:00p CT
With Excel, it may 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. And 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!