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 gain
insight into the Customer Servicing to build a customer's profile in Enterprise
Customer (EC), adding restrictions to a customer's profile, updating customer
contact and preference information, relating customers in EC, updating customer
demographics, completing due diligence tasks, adding notes to a customer's
profile, performing maintenance history and more.
In this course, you will be
familiarized with the features and capabilities of the Deposit Servicing
interface of Modern Banking Platform. This will include how to use the
servicing component to open a new account, view account information, work with
account details, view transaction history, service deposit accounts, and
perform various teller transactions. You will be exposed to scenario-based
content on each topic and be able to navigate through simulations of the
platform. This course is appropriate for all audiences who require an
understanding of the Deposit Servicing portion of the Modern Banking Platform
In this course, you will learn how
to search for a report, filter search criteria, configure report view, and
export the report to Excel.
Also included is a brief overview
of iGen and eGen.
This course is designed to
introduce the Modern Banking Platform Cape Reporting and Analysis Solution.
This series of eLearning provides
an overview of how to do specific tasks within the software.
& Savings Accounts Reports
•Cash Deposit & Fund Transfer
•Transaction Inquiry & Accounting
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