Webinars

Artificial Intelligence (AI) is revolutionizing the payments industry, driving innovation, enhancing security, and transforming customer experiences. From real-time fraud detection to AI-powered automation, financial institutions and payment providers must embrace these advancements to stay competitive.

This comprehensive course is tailored to equip new account and customer service representatives with the essential tools, deep insights, and a clear understanding of the compliance and documentation requirements needed to excel in successfully opening new accounts.

Join us and learn how to decipher the SEC Codes, how the products work, and what your warranties are.

Call Centers create a competitive advantage for organizations that train their agents to know what to say, what not to say, and how to sell, while maximizing productivity and quality. Invest in your Call Center agents by ensuring they are well-trained to handle every call with courtesy and grace. It is the Call Center agent’s approach to call handling and member service that determines if they will have the opportunity to increase the relationship with the institution, but also turn the customer into a fan.

This program emphasizes the core skills necessary to review and analyze small business lending requests. It gives participants the financial skills and confidence to ask appropriate questions to uncover financing needs. The result is a more profitable customer relationship.

Stop letting unproductive meetings drain your energy and time. Instead, learn how to take charge of your calendar and make every meeting count. Join us and discover the tools and strategies to lead or participate in meetings that matter.

If you could release that fear and build your courage muscles, would you be willing to learn new skills and commit to taking new action? If yes, join Karen Butcher, communication coach and trainer, for this engaging 1.5-hour session on Courageous Conversations.

Examiners have their sights focused on one key issue - protecting the consumer and ensuring they are treated fairly throughout the loan process. Therefore, it should come as no surprise that the requirements set forth in TRID, RESPA and FDPA regulation are the source of an increasing number of exam violations. In this session, we will dive into the errors financial institutions are making during the consumer loan process and review guidance, advisories, and proposals that set forth examiner expectations for these regulatory hot buttons.

Join us for a dynamic exploration of the most critical components of BSA from the frontline perspective. Get ready to discover the latest Customer Due Diligence (CDD) rules and learn how they will impact your policy and procedures. This is your opportunity to gain an in-depth understanding of the key elements of BSA and empower yourself with the knowledge and skills you need to succeed in today's rapidly changing financial landscape. Don't miss this chance to take your expertise to the next level!