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UPCOMING WEBINAR: Are You Effectively Managing Your Deposit Portfolio?

Posted by Teslar Software on Wed, Jul 29, 2020
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Sign up for a quick 30-minute webinar to learn how your deposit portfolio management and maintenance request processes can be streamlined to allow you to focus more on your customers, not paperwork.

WEBINAR: Are You Effectively Managing Your Deposit Portfolio?

WHEN: Wednesday, August 5th, 2020 @ 10:00a CT

Register Now


If you are anything like the institutions that we talk to every day, your portfolio management and maintenance request processes could use a little help. We see it all the time where FSRs and CSRs are using Excel to keep track of their portfolio, having to ask for reports to see their complete portfolio, overdrafted accounts, maturing time deposits, etc., and trying to keep track of maintenance requests in their email or on shared drives.

In this webinar, we'll cover 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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