In this self-paced training, you’ll gain need-to-know information that will get you up-to-speed fast with using Insight. Through an interactive game, you will learn how to navigate in the system as well as how easy it is to add or maintain information in Insight. Hands on practices solidify your learning experience so you can take what you learn and apply it to your job tasks. Most importantly, after completing this course, you will earn your entrance into the IBS Deposit Processing or IBS Loan Processing course. Remember, you must complete this self-paced training prior to attending any other Insight training. This course requires a PC that includes a sound card. Adobe Acrobat is required to view the accompanying training guide.
In this self-paced course, you will learn how to use IBS Home Page, how to customize your page to meet your personal preferences, and how to manage Home Page gadgets. You will also learn how to access online help. Security administrators will learn the available options to create a role for Home Page users.
In this interactive self-paced course, we’ll cover how to access IBS Insight, set up security, and create and maintain roles and users. You’ll also learn about reports that you’ll use in performing security administration for IBS Security. If you are a security administrator using IBS Security, this course is for you.
In this self-paced course, you’ll learn how IBS TellerInsight and IBS Currency Transaction Reporting work together, about system setup for both TellerInsight and Currency Transaction Reporting, and how single currency transactions and multiple large currency transactions are managed by TellerInsight and Currency Transaction Reporting. This course does not focus on step-by-step procedures for IBS TellerInsight or IBS Insight Currency Transaction Reporting. If you need step-by-step assistance, please refer to your user documentation or online help.
In this self-paced course, you will learn how to complete Safe Deposit Box administration tasks such as creation and maintenance of safe deposit box inventory, box rentals, renter and deputy record keeping, and billing and collection of box rental fees using Insight. Scenarios, demonstrations, and hands-on practice activities provide valuable “real world” examples of how to complete tasks, and you will be provided with opportunities to practice what you’ve learned in a simulated setting with feedback and guidance as you progress.
IBS Mass Exchange is a large data maintenance application that is integrated with the IBS core system. It is an automated solution to replace your manual processes. IBS Mass Exchange works like a mass keyword change, except file processing is requested through IBS Insight.
IBS Mass Exchange provides many advantages over existing mass change tools.
• Setup is free for IBS Insight customers, and there’s no hardware or software to purchase.
• Changes are scheduled by the user for a specific effective date.
• You can reduce manual effort, and significantly save time for your employees.
• Maintenance projects will be completed more efficiently.
• IBS Mass Exchange provides improved data accuracy.
IBS Mass Exchange provides inter-operability through integration points in IBS Insight, which is the portal of access for all IBS users. IBS Insight provides access to all IBS core functions: Deposits, Loans, and CIS, among others.
In this self-paced training, you’ll learn how IBS Self-Service Onboarding supports automated creation of customer, deposit, and/or lending records. Working with spreadsheet input you control, the tool checks for errors and then automatically uploads new customer and account information into IBS Customer Information, IBS Deposit and/or IBS Loan Systems.
In this interactive self-paced course, we’ll cover how to create users with access to Card Management, CMSe. This course contains details for clients who use FIS’ card products. An understanding of how your organization processes card products with FIS is important to be sure you get the most from this course. You will learn steps required to establish a user in ACE Web (card only clients) as well as Card Management Security system (all clients).
In this comprehensive, two-and-a-half-day instructor-led course, we explore the important control parameters, related to Integrated Banking System (IBS) Deposit processing that resides on both the Common and Deposit pages of Bank Control. You will also gain insights into the many options available when your organization develops new deposit products.
Examine Loan Bank Control. In this comprehensive, instructor-led course, we explore the important control parameters that give the Loan System its vast function and flexibility. This course will prepare you for making Bank Control decisions that contribute to the value of your organization's loan products and services. You will also learn how to accomplish changes.
Learn how Exceptions Processing allows you to make daily decisions online for overdrafts, old overdrafts, non-posts, stop payments, holds, special referrals, and miscellaneous returns. We also cover how it provides extensive criteria for overdraft resolution and access to background account information. This course covers the use of IBS Insight and IBS Exceptions applications. Be ready to practice what you learn in this comprehensive workshop.
In this course, you will learn about IBS Bank Alerts, and how to set up and maintain them for your organization, using the Alerts Administration application. Get stared with understanding how alerts work, entitlements, and types of alerts to create and how to work with group alerts.
FIS’ Relationship Value Management solution provides your organization with the ability to measure and react to the total value of each of your customers. Using Relationship Value Management, your organization can provide targeted benefits and relationship-based pricing to individual customers based on their total relationship with your organization. Your organization can dynamically adjust the benefits to reward higher-value customers and encourage all customers to increase their own value to your organization.
The Alerts Branding Console enables your organization to modify and brand premium alerts. In this course, you will learn about and how to access the Alerts Branding Console. In addition, learn how to edit alerts, change the branding, and add or edit Alert Branding Console users.
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