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This year's Vision Conference will be held September 11-12th at The Allerton Hotel.
Please note the date change. We will hold a training workshop the day before, September 10th, at MicroTek Chicago.
We are excited about the new locations. This year's conference and
workshop will be the best yet!
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We hope to see you there.
Stay tuned for more information...
FEEDBACK NEEDED: Warnings, Alerts & Notifications
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by Steve Weiland
The financial industry has become more complex and therefore in need of warnings, alerts and notifications. Notifications are necessary when significant account changes occur. It is not practical to
scan reports or go to specific screens to be informed of a significant event. Additionally, the significance of an event varies from institution
to institution, or from customer to customer. We are exploring this interest and need your feedback.
Why not notify the bank officer or customer via email or a secure Web page? Some of the
scenarios we are exploring include:
- A balance falling below a specified minimum or above a specified maximum.
- A rate value falling below a specified minimum or above a specified maximum.
- A service that didn’t appear on last month’s statement.
What do you think? We value your opinion and look forward to your response.
New CAA™ Banking Consultant:
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WFG is proud to announce the addition of Jeff Jones to our staff, serving as Banking Systems
Consultant. Jeff will be responsible for providing consulting-related expertise including administration support, quality assurance testing,
and implementation.
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Jeff has over 20 years of experience, primarily in cash management and bank operations. Prior to joining WFG, Jeff spent over 9 years
at Associated Bank where he was the Treasury Management and Wire Transfer Services Manager. Associated is a diversified bank holding
company headquartered in Green Bay, WI with total assets of $21 billion serving communities in Wisconsin, Illinois and Minnesota. Jeff
has hands-on knowledge of CAA and 822 Express (now BXB).
Jeff holds a BS degree in Economics & Business Administration from Illinois College and is a
graduate of the Illinois Bankers Association (IBA) Banking and Commercial Lending Schools. In addition, Jeff is a member of the
Association for Financial Professionals (AFP) and earned the Certified Cash Manager (CCM) designation in 1996.
If you know someone else in your company
that should also be receiving these newsletters, let us know.
www.weiland-wfg.com
© Copyright 2008 The Weiland Financial Group, Inc. All rights reserved.
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