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, Episys, 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.com

    This 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.

  • 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.com

    Maximizing 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.

  • 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.com

    Are 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.

     

  • Card Management: Cardholder Screens for CWSi

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  9m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers all of the cardholder screens found within the Card Management application of Client Workstation. We will cover such things as travel exemptions, limit changes, IVR activation and more.

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Card Management: Creating a New Card in CWSi

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  5m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers how to order a new card in Client Workstation. This is for credit unions who order through CWSi, and not their host/core system. Please refer to internal procedures if you are not sure how you should order plastics.

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Card Management: Reissuing a Card in CWSi

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  3m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers the proper steps to force reissue a card in Client Workstation.

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Card Management: Understanding Your Debit Cardbase

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  9m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers debit cardbase settings in the Card Management application of Client Workstation. We will touch on the fields within the application that will help you understand how your cardbase works when you compare the recording with your own settings.

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • CardValet & mConsole

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  8m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This 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.

     

  • CaseTracker 2.0

    CATEGORY:  Payments
    DURATION:  12m
    COST:  $79 (no charge with Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This 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.

  • CashConnect

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  27m
    COST:  $79 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This 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.

  • Collections

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  36m
    COST:  $79 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This 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.

  • Creating a New User

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  3m
    COST:  $79 (no charge with Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Customizing Your Episys Environment

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 10m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This 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.

  • 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.com

    This 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.

  • Defaults & Parameters

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 45m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This 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.

  • Deleting a Card Order

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  2m
    COST:  $79 (no charge with Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Deleting a Card Record

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  1m
    COST:  $75 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Presentation showing how to delete a card record from Client Workstation.

  • Document Control

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  56m
    COST:  $79 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This 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.

  • 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.com

    Join 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.

  • Draft Processing

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  40m
    COST:  $79 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This 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.

  • Driving Results With Data Mining

    LEVEL:  N/A
    CATEGORY:  Marketing Services
    DURATION:  1m 8s
    COST:  Free!  No subscription needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Synergent 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.

  • 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.com

    In 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.

  • 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.com

    In 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.

  • 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.com

    In 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.

  • EasyWriter: Creating Specialized Reports

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 19m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    You 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.