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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  • 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.

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  • 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.

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  • 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.

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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.

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  • 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.

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  • 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.

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