Deposit Compliance Concierge Software (Front-End) Training

Compliance Concierge Software users may take part in a web-seminar, or “webinar.” This alternative to traditional training sessions provides cost-effective and convenient training opportunities by eliminating travel and time expenses.

Webinar sessions can reach the greatest number of software users in the shortest amount of time. With just a telephone and a connection to the Internet, financial institutions from across the state can take part simultaneously in these timely and information-packed presentations.

Webinar sessions are intended for multiple financial institution participation and the agenda is derived from frequently asked product support questions. With an unlimited number of attendees and just a few requirements, this training option is exceptionally cost-effective.

Compliance Concierge Agenda: 

• Account Opening and Forms Printing  
  • Setup Owners 
  • Account Parameters  
  • Product Detail 
  • Print List
  • Printer Setup
  • Retrieving Existing Accounts
• Account Opening (reference account opening guide)
• TISA Inquiry
• CD Renewal TISA
• Toolbar Buttons

For more information about FIPCO’s newest approaches to software training, please contact FIPCO Training or call Alice Hamilton, Training Coordinator at 800-722-3498, extension 1233.

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