Greetings WFG Clients: In this newsletter we have a variety of topics to discuss, including more information for this year's Vision Conference, our exciting new webinar series, and the Referral Reward Program. BAWeb Updates ........................ BAWeb has been updated to version 3.16.08. The highlights include: BPM (Business Process Manager) 2.0 - BPM provides increased accountability. Easily manage processes by design; define a process, assign and implement tasks, then track and report on the progress Ad Hoc Reporting is now available for creation of custom reports Watch Flag Groups can now be created that allows a user to view groups that are assigned to an account User Defined Signer Lists - Lists are added from Letters > Letter Template Lists For BAWeb users: A complete list of updates can be viewed by selecting the Version History Link on the BAWeb home page. Email or call the WFG Support Team for more details. BRMEdge Survival Webinar ................. If you are the newly-appointed BRM user at your company or if you want to see how BRMEdge works, you may be interested in our BRMEdge Survival Webinar May 27th, 1:00 p.m. CST. There is no cost to attend and you will receive helpful information about surviving the monthly account analysis process. This is the first webinar in a series to help keep you on track. Register here. WFG Referral Rewards Program ............... We are pleased to announce a new customer Referral Reward Program. This program will offer you an opportunity for complimentary attendance to our annual Vision User Conference and enjoy the 2 night stay at a downtown hotel on us. For more information about Referral Rewards please visit our website. 2009 Vision Conference................... Please join us as we return to The Allerton Hotel for the 13th Annual Vision Conference! This year will be the best ever. The conference dates are September 17th-18th. Join us on September 16th for the Vision Workshop to get "hands-on" experience with the latest BRMEdge Release. More details will be released soon, but to get a head start you can register now for the conference and workshop. You can also make hotel arrangements by clicking here. This year's hotel rate is $169/night. Don't delay making your hotel reservations as we have a limited amount of rooms blocked! Phoenix-Hecht Announces Bank Charges Up 3.5% .. The Blue Book survey by Phoenix-Hecht organizes pricing information for 84 cash management services. Image replacement document clearings and retail lockbox multiple payments experienced the largest price increases in 2008, rising 14.1 percent and 13.2 percent, respectively. Image exchange was the preferred method of check clearing at banks; lockbox paper photocopy service was the only service to average more than a 9 percent increase from 2005 to 2008, underscoring banks' eagerness to switch to image-based information exchange. WFG customers will receive a $100 discount on the Blue Book of Bank PricesTM if 'Weiland' is mentioned during the ordering process. It's never been more important to monitor your bank fees! BRM Customer PULSE .................... WFG is in the process of reaching out to all Customers for feedback regarding their experience with BRM. We are interested to know how you are using BRM and how much experience you have or may need. We have contacted several of you already. Steve Parsons and the BRM Support team are all involved in this project. If you are interested in contacting us, you may do so via email or by calling 847.735.0577. We are here for you! If you know someone else in your company that should also be receiving these newsletters, please let us know. www.weiland-wfg.com © Copyright 2009 The Weiland Financial Group, Inc. All rights reserved. Back to Top April 2009 Register for 2009 Vision Conference Click Here In This Issue: BAWeb Updates BRMEdge Survival Webinar WFG Referral Rewards 2009 Vision Conference 2008 Bank Charges BRM Customer PULSE Weiland Links: Download Updates Request a Demo Contact Support Read the Last Newsletter Recent News: Save the Children Chooses Weiland Financial to Improve Signatory Management Banks Committed to Producing the BSB*: ABN-AMRO Bank of America Barclays BNP Paribas Citibank Danske Bank Deutsche Bank HSBC JPMorganChase KBC Lloyds TSB Corporate Markets Societe Generale Standard Chartered Standard Bank UniCredit Group Westpac *BSB is the international electronic Bank Services Billing standard