In this course, you will learn about the business aspects of Digital One Business. The course will include a look at the different internet banking features that are available to businesses.
Learn how your customers use Account Open to apply for new accounts online. Explore how to provide seamless assistance with the ability to view application details and assist with the application itself. Intended for: Bankers who support customers that use Account Open to apply for new accounts online. Ex: Wealth, Operations, Lending, Teller, and Branch.
Gain the knowledge you need to sell or support Business eBanking to your customers. In this interactive, instructor-led course, you will use Business eBanking as a customer to perform everyday tasks like manage users, set approval settings for transactions, complete payments or transfers, review Positive Pay exceptions, and run reports.
This comprehensive self-paced course provides you all the necessary need to know information to setup, maintain and support your Account Recon and Positive Pay Advantage customers. This course details the setup options and functionality performed by your organization using the Business Service Tool (BST). This includes the initial bank setup, processing settings, company options as well as reporting features. In addition, the course reviews the Account Recon and Positive Pay actions, and features company users will perform using Digital One, which includes upload options, exception processing and reporting features.
Business Account Management (BAM) allows company users to open, fund, maintain and close accounts. They can also create, review, approve, and submit their account requests. BAM interfaces with the IBS core to support these functions and retrieve supported product types including:
• Deposit Escrow Sub - Accounts
In this self-paced course, you will discover how to successfully bill your clients using your choice of Client Billing processes. This course will cover what tasks you, the BST user with the billing role, are responsible for during Client Billing. You will explore how to setup new companies and assign packages and services. You will also identify how to maintain existing companies. In addition, this course will also cover how to set up clients for client billing by working with price schedules, the reasons and benefits to using the fully automated Client Billing process, the auto-calculate, manually accept Client Billing Process, or the manually calculate, manually accept Client Billing Process. You will establish how to set up a client to be billed using one of those three Client Billing processes as well. Finally, you will generate and view reports to measure the results of billing.
In this training, a learner will understand the concepts, applications, and steps taken to monitor fraud for ACH and transactions in Business eBanking This course is targeted to personnel who administer Business eBanking to their customers.
In this self-paced course, you will explore how to successfully create custom online campaigns of educational and marketing material within the eManager tool that will appear to identify customers. This course will cover how to produce graphic ad campaigns, educational text campaigns, splash pages, and bank announcements. In addition, you will recognize how to generate and view the statistics of each campaign to gauge its effectiveness. Finally, this course discusses how to create different custom apps that will appear on your Financial Center’s landing page. The app types you will create are Image apps, Flash apps, and HTML apps.
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