The Weiland Financial Group, Inc. - Account Analysis Systems

Weiland Financial Group serves both Fortune 1000 corporations and financial institutions with bank account management and analysis solutions. Learn how to gain efficiencies with your financial relationships from our experts. Our presentations are available here for downloading and viewing. If you are interested in more information about our solutions, please contact us by email or by calling 847.735.0577.

If you are not currently a WFG customer, but would like to view a restricted webinar click here.

Please note: our files are in .wmv format and may take a few minutes to download. For support or to download Windows Media Player please visit this link.

Banking Presentations

---Upcoming Webinars---

None scheduled at this time

---Previously Recorded Webinars---

For WFG Customers Only:

"CAA's Variable Rate Management Tools"
Kate Brown, Banking Products Specialist
- Kate demonstrates using VRM Codes to automate Bank Standard, Rate Class and Account Level Earnings and Interest Rates.

Click here to view this presentation. Time 44:54

"Office Integrator: Advanced Techniques"
Jay Skeppstrom, Banking Products Specialist
- Jay demonstrates advanced OI techniques.

Click here to view this presentation. Time 33:46

` "New & Improved ExHandler"
Matt Wandolowski, Banking Systems Support
- Matt demonstrates the newly enhanced ExHandler, the exception management module for CAA View 360.

Click here to view this presentation. Time 48:24

"CAA & View 360 Upgrade Highlights"
Jay Skeppstrom, Banking Products Specialist
- Join Jay Skeppstrom as he outlines the new features and functions of CAA 3.08 and View 360 4.04.

Click here to view this presentation. Time 44:47

"CAA: Database Access & Understanding"
Sandy Miller, Banking Systems Software Developer
- Sandy demonstrates how to access information directly from your CAA database. This presentation is for on-premise customers only. Time 28:00

Click here to view this presentation.

"CAA: Measuring Profitability - Tools, Tips, Tricks"
Geoff Wilson, Banking Systems Support Manager
- Geoff demonstrates how the various CAA reports and settings provide profitability information.

Click here to view this presentation. Time 51:25

"CAA View 360: Modeling Data"
Matt Wandolowski, Banking Systems Support
- Matt demonstrates the benefits of modeling data.

Click here to view this presentation. Time 38:51

"CAA View 360 Reporting: Focus on Lost Revenue"
Jay Skeppstrom, Banking Systems Support
- Jay demonstrates how the reporting process can uncover revenue "leakage."

Click here to view this presentation. Time 36:27

"CAA Conversions: From V2 to V3"
Kate Brown, Banking Products Specialist
- In this session, Kate demonstrates the benefits of upgrading to CAA v3.

Click here to view this presentation. Time 52:45

"CAA Training: Service Exceptions in CAA"
Geoff Wilson, Banking Systems Support Manager
- Geoff demonstrates how to set, handle, understand and manage service exceptions in CAA.

Click here to view this presentation. Time 56:47

"CAA RePricing"
Bill Andrules, Banking Systems Product Manager
- Bill demonstrates how to test different pricing scenarios without affecting live data.

Click here to view this presentation. Time 1:02:34

You are invited to join us for our upcoming webinar series. We will have two areas of interest; corporate and banking. Non-WFG customers are invited to fill out the online form to be included in webinar invitation mailing list. You will hear from us soon!