Whether you’re new to the Episys Account Opening process, or simply need a refresher course on how to process membership applications, this session is for you! Join us as we walk through each aspect of Account Opening using the Member Application Workflow (MAW). After attending this session, you will be able to:
- Open an account using the Application Wizard and workflow
- Create and revise name records using the MAW
- Create new share accounts and IRS records
- Create overdraft transfer records
Please complete and submit the form below to register for this event. You will be placed on a waiting list if the number of attendees for your reservation is greater than the number of seats available.
Registrations are closed for this event.