Financial Link® Deposits training agenda

Day 1

Introduction

• Run-time demonstration
• Enhancements and Functions

Account Processing

• Customer Information
• Account Selection and Forms Printing

Workshop

• Opening accounts from start to finish.

Bank Administration Set up

• Bank Information
• Branches
• Counties
• Officers
• Users
• Late Charges

Product Setup

• Fees
• Miscellaneous Questions
• Reg E
• Reg CC
• Required Fields
• System Defaults
• Account Maintenance

Day 2

Continue Product Setup

Test Products

Icons

Miscellaneous Items

• Utilities
• Maintenance
• Reports
• Support

Workshop

Request Information