Get Moving with Pre-event Training

Leverage your trip to the San Antonio area by attending our Pre-Client Group Meeting training sessions at a reduced price of $400 ($200 per day). These detailed refresher courses offer tips and techniques for Commercial Services and Retail Internet Banking with Bill Pay. Breakfast and lunch are included in the price and transportation will be provided from The Westin Riverwalk to a downtown training facility. Register via the CGM registration form.

A brief example of our agenda includes:

Monday, May 5 - FULL
Pre-Client Group Meeting Training – Session 1
During Session 1 the entire line of fxBusiness Banking^SM products will be discussed as well as an introduction to common terminology and required legal documents. Participants will also receive hands-on demonstration of initially setting up and maintaining FXIM for commercial customers, sub-users, and agents. This session will also review the reports related to cash management transactions and a demo of fxBusiness Banking^SM. Limited seating – registration required. Register via the CGM registration form. For more information, click here.

8:30 AM - 9:00 AM
Breakfast at Training Facility

9:00 AM - 4:30 PM

fxBusiness Banking Products & Services
Documentation Requirements
FXIM for Commercial Customers
fx Business Banking Demo
Reports

Tuesday, May 6 - FULL
Pre-Client Group Meeting Training – Session 2
Session 2 consists of various hands-on FXIM Retail exercises as well as overall management of your institution’s FXIM reports and a demo of fx eBanking^SM. Participants will also receive detailed information regarding CheckFree Bill Pay split into Float and Good Funds sessions. Limited seating – registration required. Register via the CGM registration form. For more information, click here.

8:30 AM - 9:00 AM
Breakfast at Training Facility

9:00 AM - 4:30 PM

FXIM for Retail Customers
Reports
CheckFree Float and Good Funds Bill Pay Clients (split sessions)
fx eBanking Demo