Save the date, May 14 - Deposit Software Forum

At the Glacier Canyon Lodge at the Wilderness - WI Dells

“You asked, and we listened,” said FIPCO Business Analyst – Deposit, Nancy Hamele. “We’ve been busy incorporating your requests, and we’re excited to show you the new features and functionality during the upcoming forum.” The informationpacked agenda includes sessions focusing on:

  • FIPCO’s eSignature powered by DocuSign electronic signature capabilities
  • Deposit Reports and User Reports
  • Blank Form functionality
  • Online check-order, and QualiFile ID Verification/OFAC Watch interface integration
  • Reg. E and Bank Holidays improvements
  • Improved CD Renewal Provisions
  • Client Address Enhancement
  • Improved Electronic Transfer Process
  • Copy Agents and Beneficiaries Feature

In addition, you’ll gain immediate takeaways pertaining to:

  • New screens for electronic transfers and certain IRAs
  • CD and IRA CD renewal functions
  • Parameters
  • New Account Opening and Account Maintenance
  • Hot Topics and Legal Q&A

Registration opens soon, so be sure to watch your email inbox and the FIPCO website for complete details.