In this self-paced training, you’ll learn that IBS provides you with quick access to customer and deposit account information. This maximizes your customer interactions because up to the minute information is conveniently available when you need it. You’ll learn about searching for a customer or account to view critical customer and deposit account information in IBS Insight.
In this comprehensive, two and a half day instructor-led course, we explore the important control parameters, related to Integrated Banking System (IBS) Deposit processing that resides on both the Common and Deposit pages of Bank Control. You will also gain insights into the many options available when your organization develops new deposit products.
In this self-paced course, you will learn how Deposit Escrow Sub Accounting (DESA) can assist you with recording, relating, processing and reporting on multiple level relationships. These relationships can include landlord/tenant, law firms and their clients, funeral trusts, college trusts, and Section 1031 Exchange accounts. This situation based learning revolves around a landlord/tenant relationship, but can be easily adapted to other situations.
In this comprehensive three-day workshop, you’ll gain need to know information that will get you up to speed fast with using IBS Deposits in Insight. Our experienced instructors show you how to navigate in the system and then show you how easy it is to add or maintain deposit information in Insight. Finally, we provide you with a brief understanding of service request workflows and using the Work Queue. Hands on practices solidify your learning experience so you can take what you learn and apply it to your job tasks.
In this instructor-led course, you will learn how to process retirement accounts using IBS Insight. Our experienced instructors show you how to navigate in the system and then show you how easy it is to add or maintain retirement information in Insight. Hands on practices solidify your learning experience so you can take what you learn and apply it to your job tasks.
In this instructor-led course, you’ll learn that Exceptions Processing allows you to make daily decisions online for overdrafts, old overdrafts, non posts, stop payments, holds, special referrals, and miscellaneous returns. We also cover how it provides extensive criteria for overdraft resolution and access to background account information. This course covers the use of IBS Exceptions Desktop, IBS Insight, and IBS Exceptions applications. Be ready to practice what you learn in this comprehensive workshop.
Learn how to apply your knowledge of IFM transfers to set up multi-tiered transfer relationships to achieve your customers’ cash flow goals. The customer base using IFM for this purpose ranges from wealthy individuals, small business, to large corporate customers. These types of IFM relationships represent a relatively small number of your organization’s sweep portfolio; however, these accounts are typically considered the most important since they are frequently the highest profile clients, have the highest balances, and provide a large share of the revenue for your organization.
In this self-paced course, we start by showing you how to access overdrafts within IBS Insight. Next, you’ll learn how to search for overdrawn accounts and then we help you understand the decision making components available to you. This course will also address how to make account level and transaction level decisions on overdrafts.
In this course, we show you how to use IBS Relationship Packaging, to create customer relationship packages based on account data. We also guide you through the process of linking products, customer demographics, and incentives to meet your business needs.
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