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Archived Recordings
Browse through the full listing of archived webinars, select one of the categories from the left-hand field above, or use the Keyword Search field to find sessions for a specific topic. Then click the title that interests you. Prices are noted in the description of each session. Or, purchase an Education Subscription and train your entire staff on cards, Symitar, and more for just pennies a day. READ MORE>>
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ATM/Debit Card Ordering & Maintenance
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 44m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the ATM/Debit Card Ordering & Maintenance training manual. In this webinar you will learn about:
- Issuing and capturing cards
- Maintaining cards
- Working with reports
- Performing ATM Dialog inquiries
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Best Practices for Front-Line Staff
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 17m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comMaximizing the efficiency of your front-line staff when using Episys goes a long way toward meeting member expectations. When you can bring up an SSN Profile for a member at a moment’s notice, or show a member a 360 view of his or her entire relationship with your credit union, that’s excellent member service. During this webinar we’ll cover:
- Using the Printer Format (PF) transaction code to reformat a printer after it has lost power and to change printing specifications
- Setting printer options with the Set Options (OP) transaction code
- Using the Item Control (IC) transaction code to quickly go to work areas such as Check Manager and Inventory Manager to perform needed transactions
- Using the Work a Report icon to clean up reports, easily examine individual accounts included in a report, and perform transactions on the accounts
- Taking advantage of the Cash Tracking option to ensure balanced transactions
- Using the Address Change SymForm to achieve operational efficiencies, better member records, and streamlined solutions
- Using the FM History to HTML specfile to display FM History on a specific locator number, share, loan, application, or account
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Best Practices for Synergy Capture
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 24m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comAre you familiar with Synergy Capture, but looking for ways to streamline the process? Or maybe you’re not using Synergy Capture today, but are interested in an alternative solution for your archiving needs. Take advantage of this opportunity to learn how Synergy Capture can help you:
- Streamline your scanning efforts
- Become more efficient in refiling and cross-indexing documents
- Understand the lifecycle of a document
- Import miscellaneous documents with ease
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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CardValet & mConsole
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 8m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session gives an overview of Fiserv’s CardValet product. We also show you the mConsole application from Client Workstation so you may learn how to assist your members with their card controls.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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CaseTracker 2.0
CATEGORY: Payments
DURATION: 12m
COST: $79 (no charge with Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session covers the CaseTracker 2.0 application in Client Workstation, showing you how to work your Enfact cases.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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CashConnect
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 27m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the CashConnect training manual. In this webinar you will learn about:
- Daily management of the cash dispenser/recycler
- Basic troubleshooting tips
- Setup of the CDM parameters
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Collections
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 36m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Collections training manual. In this webinar you will learn about:
- Collection queues
- Working an account
- Charging off loan and share accounts
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Creating a New User
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 3m
COST: $79 (no charge with Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comIf you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Customizing Your Episys Environment
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 1h 10m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis webinar is all about setting up the Episys environment to meet your personal needs and customizing its many settings so that it works for you!
- Master the User privileges necessary to set up and modify the Episys environment
- Set up and format printer options to improve efficiency
- Get the most out of View options for each functional area
- Turn on and off core functionality to work smarter and faster
- Gain speed and efficiency by managing your toolbars for your specific role
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Dealer Reserve Accounting
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 20m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Dealer Reserve Accounting training manual. In this webinar you will learn about:
- Overview of the Dealer Reserve module
- Setting up Dealer Reserve Accounting
- Booking indirect loans in Episys
- Performing Dealer Reserve processing
- Remitting reserve funds
- Posting payments through Accounts Payable
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Defaults & Parameters
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 45m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Defaults & Parameters training manual. In this webinar you will learn about:
- Reviewing and updating default types
- Managing and updating system-wide parameters
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Document Control
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 56m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Document Control training manual. In this webinar you will learn about:
- Creating and revising Help files
- Creating and revising Letter files
- Printing options
- Entering statement messages
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Dormancy and Unclaimed Property in Episys
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 54m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comJoin us for this back-to-basics overview of dormancy and unclaimed properties in Episys. After attending this session, you will walk away knowing:
- What the flashing warnings mean in a member’s account, and which parameters you use to create them
- All the permissions required to set up warnings
- How to set up jobs associated with dormancy and unclaimed properties
- Which reports to review and how often
- How the tracking records for dormancy and unclaimed properties work
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Draft Processing
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 40m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Draft Processing training manual. In this webinar you will learn about:
- Working draft exceptions
- Posting exception items manually
- Creating lookups for repeat exceptions
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Driving Results With Data Mining
LEVEL: N/A
CATEGORY: Marketing Services
DURATION: 1m 8s
COST: Free! No subscription needed!
CONTACT: LearningCenter@synergentcorp.comSynergent transforms and leverages your data to drive results with targeted loan campaigns to your members.
This video is accessed via Synergent’s private YouTube channel. If you cannot access this video, please contact your credit union’s IT administrator to review your security settings.
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EasyWriter Reports – Part 1: Creating a Report
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 27m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comIn this training session, you will learn how to create a report snapshot file using the EasyWriter wizard, and then design the report using the Report Designer. We will then run the report in Batch Control and view it in Print Control.
This Core Curriculum recording and is based on the EasyWriter training manual.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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EasyWriter Reports – Part 2: Modifying & Revising
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 8m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comIn this training session, you will learn how to open an existing snapshot file to make a revision, such as changing the sort criteria. You will also learn how to modify the criteria and design layout, as well as add comments. You can modify your criteria or add a comment at any time during your EasyWriter creation.
This Core Curriculum recording and is based on the EasyWriter training manual.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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EasyWriter Reports – Part 3: Deleting & Implementing
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 20m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comIn this training session, you will learn how to delete an existing snapshot file from the Snapshot file list in EasyWriter. You will also learn how to create a data file in EasyWriter that can be easily exported into Microsoft Excel for further analysis and/or manipulation.
This Core Curriculum recording and is based on the EasyWriter training manual.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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EasyWriter: Creating Specialized Reports
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 1h 19m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comYou know the basics. Now become a pro! Join us for this in-depth tutorial on creating specialized reports using EasyWriter in Episys.
- Delve deeper into the available target files and use the Card record and ATM Dialog files to create customized reports from the ground up.
- Modify criteria with ease.
- Add comments to a specfile to highlight content or revisions.
- Easily view, print, and delete a report.
- Download a report into Excel to further maximize visual appeal.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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EasyWriter: Taking It to the Next Level
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 1h 38m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comAre you comfortable with the basics and are now ready to take your EasyWriter skills to the next level? Join us for this fast-paced webinar and learn all about:
- Targeting different functional areas
- Automating EasyWriter reports
- Running reports with on-demand data
- Revising target fields when writing a report
- Consolidating two reports into one
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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EFT FM Repeat: Payroll, Bill Payments & ACH Origination
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 5m
COST: $79 (no charge with Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comIf you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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EFTs, Distributions, and Transfers
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 4m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the EFTs, Distributions, and Transfers training manual. In this webinar you will learn about:
- EFT records
- EFT Distribution records
- Share Transfer records
- Loan Transfer records
- Processing exception payrolls
- Working with reports
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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EMV Overview
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 42m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comEMV (chip) cards have been around for a while now, but do your members know how to use them? Now that you have gone live or are getting close to your live date, could your front-line staff use a refresher on this new technology in order to better serve your members? Here are just a few of the topics covered in this live recorded session:
- What EMV is and how these cards help protect against fraud
- What members need to know before using these chip cards
- Can you still use a PIN?
- EMV terminals
- Researching transactions
- Chargebacks
This overview webinar can be used as a train-the-trainer session, or as direct learning for your front-line staff to prepare for your upcoming EMV chip card issuance.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Episys & Client Workstation: Mastering Cardholder Research
CATEGORY: Technology, Payments
DURATION: 40m
COST: $79 (no charge with a Technology or Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis in-depth session provides the full picture on cardholder research from both Episys and Client Workstation. Join us to learn all about:
- Why transactions didn’t process:
- Holds and warning codes
- Researching outside of the Transaction Journal
- Reissuing cards using Card records
- Central Issue vs. Instant Issue
- The MVFE
- Adding Block codes in the Card record
- R/H – when to use them
- Who blocked and when?
Please contact LearningCenter@synergentcorp.com for the link to this recording. It will be provided only to those credit unions that use both Episys and Client Workstation services through Synergent.
- Why transactions didn’t process:
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Episys 2016.00 Release Highlights
LEVEL: n/a
CATEGORY: Technology
DURATION: 2h 4m
COST: Free! No Subscription Needed!
CONTACT: LearningCenter@synergentcorp.comJoin us for this FREE webinar that walks you through the enhancements contained in the 2016.00 release. Discover which enhancements will be most advantageous to you. In addition to demonstrating the many enhanced features included in the release, we’ll also explain all the changes in existing functionality, provide step-by-step instructions to “turn on” those enhancements under your control, and list the information you’ll need to provide us with so that we can implement those enhancements under Synergent control. You won’t want to miss this one!
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
