In this course, you will be introduced to the features and capabilities of Modern Banking Platform. This includes how administration and servicing components work together to provide customization options that ensure the specific business needs of your organization are met. You will see examples of customer servicing activities, such as how to search for a customer, add a new customer, and how to input and access tax, contact, and demographic information. This course is appropriate for all audiences who require n general understanding of the Modern Banking Platform solution.
In this course, you will learn how to configure customer-level parameters to meet specific banking needs. This includes working with customer groups, communication preferences, relationship codes and validation rules.
In this course, you will learn how to configure product-level parameters to meet specific banking needs, including rates, charges and conditions that make an organization’s deposit products unique, how to use the integrated dual control system and trigger customer notifications.
The Deposit Administration IRA Overview course will cover the IRA product lifecycle. The learner will be able to recognize the features of an IRA product, and the process a product undertakes to become an IRA product.
In this course, you will explore the Organization Administration various components including organization unit, organization hierarchies, user, calendar and other attributes.
This series of eLearning provides an overview of how to do specific tasks within the software.
Checking & Savings Account Product Configuration
Checking & Savings Accounts Configuration
Term Deposits Product Configuration
Term Deposits Pricing Configuration
© Copyright 2021 FIS Learning Solutions. All rights reserved.
Your privacy is very important to us. We would like to advise you that Internet email is not secure. Please do not submit any information that you consider confidential. We recommend you do not include your social security or account number or other specific identifying information.
You are leaving FIS Learning Solutions's website and linking to a third party site. Please be advised that you will then link to a website hosted by another party, where you will no longer be subject to, or under the protection of, the privacy and security policies of FIS Learning Solutions. We recommend that you review and evaluate the privacy and security policies of the site that you are entering. FIS Learning Solutions assumes no liability for the content, information, security, policies or transactions provided by these other sites.