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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  • Terminals

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  7m
    COST:  $75 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Presentation on the Terminal application of 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.

  • The Life of a Check

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  1m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers the life of a check from deposit to return.

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

  • TJ: EMV Transactions in Transaction Journal

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  4m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers how to identify a chip/EMV transaction in the Transaction Journal application of CWSi.

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

  • TJ: Researching a Transaction in TJ

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  7m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers how to research debit card transactions with the Transaction Journal application of 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.

     

  • TJ: The Speedy Reference Guide and How to Read It

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

    This session will teach you how to read all of the panels in the Speedy Reference Guide which is used to understand Transaction Journal (TJ).

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

  • TJ: Token Transactions in Transaction Journal

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

    This session covers how to identify token transactions in the TJ application of 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.

  • TJ: Transaction Journal: Setting Defaults

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

    We will show you which columns you should add to your TJ Custom Column list and how to do so.

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  • Tokenization: Coming Up to Speed

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  1h 7m
    COST:  $119 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    You’ve heard about Apple, Android, and Samsung Pay, but have you heard that Visa Checkout, Master Pass, and Netflix are tokenizing too? Join us for a comprehensive review of each of these tokenized payment applications and delve into topics such as:

    • Comparisons of the three Pays
    • How to provision each Pay
    • Transaction and provisioning research
    • What is Visa Checkout and MasterPass?
    • Why do I see new Token Requestor IDs on my CD12, and what do I do with them?

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

  • Understanding Charge-Offs in Episys

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 15m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    How familiar are you with the charge-off process in Episys? Do you know which reports to look at, or how to create a custom EasyWriter report for this purpose? In this webinar we’ll review the process, including the fields that need to be file-maintained when a share or loan is charged off. Attend this session and you’ll be able to:

    • Know which fields are affected when you charge off a loan or share
    • Review the credit bureau fields after the charge-off is completed
    • Manage the charged-off loan using the Collections package and reports
    • Add fees to a charged-off loan
    • Reverse a charged-off loan

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

  • Understanding Episys Help Files and Letter Files

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 22m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Learn how to take advantage of Episys Help files and Letter files to increase your credit union’s efficiency.  Did you know that you can easily create a custom Help file for most Episys fields so that you always have valid values and other information at your fingertips?  Do you know how Letter files are used in conjunction with other Episys functionality?  Attend this webinar and learn all this and more:

    • Locate specific Help files and Letter files
    • Create and update these files
    • Access Letter files in Teller Transactions
    • Use Letter files to update messages in various areas of Episys

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

  • Understanding Fees in Episys

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 8m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This webinar provides an overview of how fees are assessed and processed in Episys.  You’ll learn about the functionality of common fees such as NSF, Courtesy Pay, and Late Charge fees.  Become a pro at troubleshooting the assessment of fees, reading member history to determine which type of fee was assessed, and knowing when to use the FE tran code as opposed to the GL tran code to post a fee.  You won’t want to miss this important webinar.

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

  • User Privileges

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 3m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the User Privileges training manual.  In this webinar you will learn about:

    • Setting up and maintaining user privileges
    • Restricted user privileges

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

  • Vault Teller

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  22m
    COST:  $79 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Vault Teller training manual.  In this webinar you will learn about:

    • Buying and selling cash
    • Balancing

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

  • Velocity Changes (Legacy Only, not for CM2 Credit Unions)

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

    Presentation on how to update velocity limits (how many times you can use a card in a day) in Client Workstation.

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  • Viewing Reports & Searching in CVi

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

    This session covers how to view reports and conduct searches within the CVi application of 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.

  • Working with the Episys Collections Package

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 22m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    The Episys Collection Package provides your credit union with an almost paperless system that can be used for many types of collection situations. This module organizes different collection items like delinquent loans, and negative-balance shares into collection queues which help prioritize your day. Join us in this fast-paced webinar to increase your skills and knowledge in using the Collections Package in Episys. After attending this session you will be able to:

    • Organize your accounts in different scenarios by utilizing Collection queues
    • Send letters to members and manage collection notes,
    • Review how to charge-off shares and loans

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

  • Wow Your Members with ACSJ and Other Episys Tools

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 33m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Wouldn’t you love to wow your members at every opportunity?  Be able to efficiently cross-sell products they really want?  Greet them by name (or preferred nickname) and ask about their kids and dog?  Join us for this webinar and learn how to put a smile on members’ faces with personal touches you can easily create using tools already in Episys.  In this session, we will cover:

    • Mastering cross-selling using Account Cross-Sell Jumpstart (ACSJ) and affiliated reports
    • Using Outlook Integration to schedule timely follow-ups
    • Creating comments on the account tree to add personal touches for each member

    Using the Member Fee Manager and other tools in Episys to offer alternatives that will improve member retention.

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