Financial Link ® (GulfPak) Admin Analysis

What do a Ferrari and Financial Link® have in common?
Tinkering under the hood is going to create surprises.
Changing your Financial Link Admin settings will do the same.

FIPCO’s Financial Link software excels at being compliance driven. However, when financial institutions have made “creative improvements” with the admin settings, huge compliance issues are the result.

That’s where our new Financial Link Admin Analysis services can help.

With your system administrator, an internet connection and a few hours, our experienced staff will offer suggestions on changes that can be made to help keep your financial institution in compliance.

How do you know if changes to your Admin are causing compliance issues? Here are a few examples of areas that shouldn’t be changed by our software users:

Changing fee and prepaid names or changing their order in FL Loans and Mortgage
Not keeping deposit products current with new fees or requirements in FL Deposits
Setting form defaults instead of letting the software do the work. The HELOC is a common example
Officers have changed titles or left employment
Users who no longer need access to the software but are still considered users within it
Changing customer types from those that are defaulted and programmed
Not keeping current with Admin changes that are part of the updates and releases

It is critical for your compliance that these and other Admin areas be managed in accordance with your license agreement and instructions from FIPCO. Making unauthorized changes to Admin will put your software out of compliance and is a violation of the license agreement with FIPCO. To find out if your financial institution should take advantage of Admin Analysis, contact FIPCO Director-Training, Annette Witkowski, at 800-722-3498, ext. 238 or fipcotraining@fipco.com for information.

Admin Analysis Request Form