Products
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301 - Expert Refresher
Course$695
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Customer Experience Journey: Keeping up with what Customers Expect (2020-09-23)
CourseWhen you have a strong relationship and customer experience model, the ROI is clear – customers stay longer and are more engaged as brand advocates for your institution. W202005500C
$295
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Overview of ALM Asset Liability Management for Interest Rate Risk and the Role of ALCO (2020-10-09)
CourseThis 90-minute accounting training provides an overview of ALM. It focuses on ALM principles and ALM measurement techniques, and auditor or reviewer issues with ALM. W202006310C
$295
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2020 – 2021 NACHA Rules Changes Requests for Comment and Implementation Tips (2020-09-04)
CourseThis ACH payments webinar will cover 2020/2021 NACHA Rules changes, such as expansion of Same Day ACH Window, New Contact Registry, Data Security Requirements for Large Originators, and Fraud Detection Standards. B202008678A
$295
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New to Regulation E Staff Training on the Front-Line (2020-08-03)
CourseThis training provides new staff on the front line the opportunity to learn about Regulation E and breakdown the requirements for gathering the right information to pass to the back-office for the completion of the investigation. W202007350C
$295
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Reg E Manual Log vs Efficient Technology Workflow - Change for Improved Compliance (2021-06-11)
CourseFinancial institutions may perform compliance and risk processes either manually, using spreadsheets and logs located on personal computers or logging into various systems, to move Reg E dispute forms from one personal email to another. W202109030A
$295