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BRM
Edge™, the new Bank Relationship Manager™ is here! BRM
Edge™ 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.
If you are not able to attend one of our scheduled classes, we can schedule on-site training for BRM
Edge™ during your conversion. If you are interested in converting to BRM
Edge™, 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
Continental breakfast and lunch is included for each training day at no additional charge.
If you have any questions about BRMEdge™ National Training, please e-mail our training department.
Travel and Accommodations
Airport
If you will be traveling by air, your preferred destination airport will be O'Hare International Airport in Chicago. We recommend that you arrive on Wednesday night. For your return trip, we recommend that you do not reserve your departure earlier than 6:30 PM.
Transportation from the Airport to the Hotel
Rental car or American Taxi 847.255.9600.
Hotels
We have selected the following hotels for their accommodations and proximity to our offices:
