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 May 2008 InfoLink
May 2008
Sally Michaels Joins the FIPCO Professional Staff
FIPCO is pleased to welcome Sally Michaels to the Professional Staff. As Inside Sales Representative, Sally works with FIPCO’s entire Wisconsin customer base to ensure that each financial institution has the most up-to-date technology and cost-effective products and services available. Through the use of FIPCO’s internal technology, Sally is able to conduct software demonstrations and provide product information in a manner that is most convenient to customers. With her 25 years of experience in the financial services industry, Sally can fully assist financial institutions in determining their current and future needs. Sally can be reached at (800) 722-3498, ext. 258 or via e-mail at fipcosales@fipco.com.
A Trusted Provider for All Your IRA Needs
To help you address the ever-changing IRA regulations and offer the options that consumers and businesses want, Wolters Kluwer Financial Services (WKFS) provides the IRA products and services that specifically meet the needs of your financial institution. The company’s documents are available in a variety of formats, including hard copy, electronic and through the Internet. Additionally, WKFS complements these documents with comprehensive IRA support, including recordkeeping services, training and marketing programs. From front-end policy development through back-end monitoring and reporting, you can be sure that WKFS solutions will guide you through the entire IRA work flow. Full details about WKFS IRA products and services are available at www.fipco.com, or contact the FIPCO Customer Service Department for further information at (800) 722-3498 or fipcosales@fipco.com.
It Just Might be the Best Training Class You’ll Ever Attend
FIPCO ® is pleased to offer a training session for Financial Link ® Deposits (GulfPak) software users who attended the Wisconsin Bankers Association (WBA) Advanced Account Titling workshops. The Financial Link Deposits Advanced Account Titling training session follows the examples in the Account Titling manual and will take you through each step of documenting the advanced account types available in the software. You will receive handouts which can be inserted into each section of your WBA workshop manual that show how to properly complete the Financial Link screens to document the account. Whether at the FIPCO office in Madison or using WebEx ® technology over the Internet, FIPCO can arrange a training session to accommodate your schedule. For further information, please contact Annette Witkowski, FIPCO’s Director – Training, at (800) 722-3498, ext. 238 or fipcotraining@fipco.com.
Wisconsin Bankers Association Introduces BSG Financial
Wisconsin Bankers Association (WBA) recently introduced BSG Financial as its newest endorsed vendor. As a proven leader in the management of profit-enhancing programs for the financial industry, the company has developed a number of innovative programs that work to improve a financial institution’s bottom line. BSG Financial’s Re$ubmitlt ® program is a turnkey solution for returned deposit item collections, with proven success in capturing 100% of the face value of all items collected electronically. When a returned item is debited to a business account, your institution sends it to Re$ubmitlt where it is presented electronically up to two additional times. As a result of multiple submissions and strategic timing, your account holders will collect more from returned items with less work.With Re$ubmitlt, you can concentrate on profit-making opportunities rather than collections. Would you like to know more? Please join us for a live, online demonstration of BSG Financial’s Re$ubmitlt program Thursday, May 15 at 9:30 a.m. CT or Tuesday, May 20 at 1:30 p.m. CT. There is no cost, no travel and an unlimited number of employees may participate. For more information, please contact the FIPCO Customer Service Department at (800) 722-3498 or fipcosales@fipco.com.
Financial Link ® Wk20 Update Notes
The Wk20 version update of the Financial Link ® Loans, Mortgage and Deposits software has now been mailed to all financial institutions. If you have not already installed the update, please remember that the Formdata Conversion process must be completed prior to starting the update process. Unlike previous updates, the Wk20 update was mailed to customers in CD-ROM format, with complete release notes available on the FIPCO website at www.fipco.com. There are many new features to the Financial Link suite of products, so please be sure to read the release notes carefully. Questions regarding the update can be forwarded to the FIPCO Software Support Staff at fipcosupport@fipco.com or (800) 722-3498.
A Message to Our Deposit Software Users:
FIPCO’s annual Deposit Software User Conference is just around the corner, scheduled for May 13 & 14 at the Holiday Inn & Convention Center in Stevens Point, Wisconsin . Because some of FIPCO’s Deposit Software Support staff members will be attending this conference, our response to your deposit product support calls may be slightly delayed at that time, and it may be difficult to reach a particular member of the Deposit Software Support staff. We ask that you please share this information with all FIPCO deposit software users at your financial institution, and we thank you for your patience during this time. Questions may be directed to the Software Support Department at (800) 722-3498 or fipcosupport@fipco.com.
Upcoming Programs for Wisconsin Bankers Association Members
May 7: WBA Mortgage Lending Seminar
May 9: WBA Fair Lending - Positive Steps to Risk Reduction - Webinar
May 13-14: FIPCO ® Deposit Software User Conference
May 20: WBA Procedures Upon a Depositor’s Death - Webinar
May 21: WBA Human Resources Conference
May 29: WBA Compliance for Commercial Lenders - Webinar
June 5: WBA FDIC Deposit Insurance Coverage - Phone Seminar
June 8-13: WBA Commercial Lending School
For further information about these WBA programs, please visit www.wisbank.com or contact WBA’s Gretchen Schweiger at (608) 441-1252
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