Words From The Efficiency Experts

UPCOMING WEBINAR: Deposit Exceptions Management

Posted by Rachael Carter on Sat, Jul 6, 2019
Rachael Carter


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 FSR's or CSR's. 

WEBINAR: Are You Still Using Excel to Manage Deposit Exceptions?
WHEN: Thursday, July 11th, 2019 @ 10:00a CDT


With excel, it may be difficult to quickly determine how proficient your FSR's or CSR's 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 FSR's or CSR's 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, Education

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