In this workshop, you will learn how to use the Authoring and Configuration tool, a product that allows you to customize and configure applications to manage your day-to-day business operations. The Authoring and Configuration components include data elements, choice lists, rules, pages, workflows and forms. This class will include a discussion of each topic, instructor-led demonstrations, hands-on student exercises, and a review session.
Contact Center personnel need a central point where pertinent information, content, applications, and business processes can be aggregated, integrated and accessed based on the user’s role or job function. Contact Center provides a comprehensive design that streamlines work processes and is easily accessed from the IBS Insight Launch page. In this training, you’ll learn how to perform searches, find customer information easily, access maintenance activities, work with remarks, and use Wrap Up.
In this self-paced training, you will learn how to use Financial Transaction Management, an automated process for creating service requests that allow you to complete dollar transactions. Each service request activity contains a set of interrelated steps and tasks which are organized into a logical workflow. Your organization can define the steps and tasks within the workflow for each service request activity. When you create a service request, the system captures the date and time the request was created, and the user ID of the individual who created it.
In this in-depth course, we show you how to create your organization’s structure and products in Insight. Be ready to practice what you learn in this informative training. You’ll be able to take what you learn in course and apply it to your job tasks. This course is designed for administrators who will maintain and create products using Organization and Product Administration after conversion to Insight.
Relationship Value Management, RVM enables your organization to manage your customers based on the total relationship between each customer and your organization, and reward or encourage specific customer behaviors based on that total relationship. RVM uses the concept of packages of products and incentives to enable appropriate treatment of customers based on their behaviors and needs.
In this comprehensive three-day class, you’ll gain need-to-know information that will get you up-to-speed fast while working with customers and deposit accounts using Insight, Deposit Origination, Service Request Management, and the Work Queue. Our experienced instructor shows you how to navigate in the applications and then shows you how easy it is to use them to complete your daily work. Hands-on practices solidify your learning experience so you can take what you learn and apply it to your job tasks.
In this comprehensive course, you’ll gain need-to-know information that will get you up-to-speed fast while working with customers and deposit accounts using Insight, Sales Management, Deposit Origination, Service Request Management, and the Work Queue. Our experienced instructor shows you how to navigate in the applications and then shows you how easy it is to use them to complete your daily work. Hands-on practices solidify your learning experience so you can take what you learn and apply it to your job tasks.
Sales Management is a browser-based customer relationship management solution designed to manage individual and organization demographic data, sales and service requests and support marketing activity. This course delivers the information you need to develop new customer relationships, maintain existing relationships and increase overall customer satisfaction. With the entire organization focused on common processes, sales effectiveness and service responsiveness are measurably improved.
In this self-paced course, you will learn about the IBS Work Queue, which is an automated to-do list that allows you to manage your work in opening accounts in Deposit Origination or working with service requests in Service Request Management (SRM). You will also learn how to use the menu list to perform, unlock, reassign, or cancel work. In addition, we show you how to view a work item’s details or progress. Finally, you’ll learn about searching the Work Queue, including how to perform a search as well as how to save a search or delete a search. You’ll be able to take what you learn and apply it to your job tasks.
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