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BRMEdge, the new Bank Relationship Manager is here! BRMEdge features a customizable dashboard, automatic fee processing and error tracking. This solution is designed to fit your needs, based on input from hundreds of Bank Relationship Manager users.

BRMEdge conversions are now available for current BRM users.

Upon completion of your conversion, training will be arranged. Please scroll down for more information regarding topic descriptions and travel information.

Completion of the BRMEdge training courses will save your company money on bank fees and enhance your treasury skills.

We will schedule on-site training for BRMEdge during your conversion. If you are interested in converting to BRMEdge, please contact WFG.

BRMEdge Training Agenda

Day 1:
• Introduction and Overview
• Monthly Procedures
• 822 Processing
• Scheduling Tasks
• Identifying Problems in Case Manager


Day 2:

• Codes and Lists
• Create Report Templates
• Extended Reporting
• Budget Forecasting