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 solution.
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.
Checking & Savings Accounts Overview
Checking & Savings Accounts Account Creation & Inquiry
Checking & Savings Accounts Transaction Processing
Checking & Savings Accounts Reports
Term Deposit Overview
Term Deposits Transaction Processing
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