CAA is powerful tool for generating non-interest income at your bank. But like any tool, CAA is only as effective as the person who stands behind it.

At Vision, you will learn the knowledge and skills necessary to wield this tool to maximum effect, growing your bank’s bottom line, increasing productivity, and improving customer satisfaction. What you already know, you’ll improve; what you don’t know, you’ll learn.

Specifically, Vision attendees take away new and lasting:

1. Skills
   At the hands-on Workshop, users will learn new billing techniques and master old ones. Class size is limited to only 15 students so that we can personally address every individual question, including those that are unique to your bank. Exercises teach core system features, best practices, and advanced reporting.
2. Knowledge
   With over 700,000 lines of code and 2,000 pages of supporting documentation, CAA is a deep system that continues to grow every day. At the Vision Conference, attendees learn how to get the most out of CAA’s latest features, like service level messaging, dynamic marketing messages, and EDWAN – Early Detection, Warnings, And Notifications. Attendees exchange knowledge with other users through case studies, user panels, and small roundtable group discussions & demonstrations.
3. Relationships

   During meals and events Vision attendees forge lasting relationships with WFG staff and other CAA users experiencing similar challenges and triumphs. These relationships facilitate knowledge exchange and help create a web of support that lasts long past Vision’s final day. By the end of Vision, attendees are no longer users, speakers, and staff…they are colleagues, mentors, and friends.

4. Reference Materials

   Each Vision attendees receives a book packed with presentations, guides, and materials that can be referenced long after Vision is done. Attendees may share these materials with other system users at your bank to multiply Vision’s value.

5. Inspiration

   Vision maximizes the time, money, and effort that you’ve already invested into your CAA system – but it also does something more. We use interactive sessions, fun events, and exciting learning discoveries to share our account analysis passion with attendees, because 1) we really are that crazy about account analysis, and 2) energized workers work harder and perform better. Users leave Vision ready to try new things and recommit themselves to their bank’s fee billing operation. It’s truly a wonderful thing.

Why now?

A sluggish economy, an onslaught of regulation, and new technologies have put old business models under strain. Your bank has to do more than recover, it has to innovate.

At Vision, you’ll learn how to do just that.

We’ll discuss industry trends and teach you how to take advantage of them with CAA’s latest and greatest features, including EDWAN – CAA’s newest module. We’ll dissect the role of fee income in the new banking paradigm and supply you with the training, insights, and resources to prosper within it.

As the world changes, so does CAA – at Vision you’ll learn how to harness this ever evolving system to capitalize on new opportunities, outperform your competitors, and conquer the unexpected.

Now is the time to attend Vision.

A Unique Experience

Vision is the only dedicated account analysis event in the world – and the only one committed entirely to your role.

For three days, CAA users just like you join our experts to strategize ways to maximize your bank’s fee income, increase productivity, and improve customer satisfaction. There is nothing else like it.

Each year is different. We focus on the latest features, teach new techniques, and feature fresh speakers. Additionally, we keep a close eye on the attendee list and then customize the Workshop & Conference to make them as relevant as possible. In fact, if you have a suggestion or a topic you’d like addressed, just contact us and we’ll do our best to incorporate it. Otherwise, we purposely leave space in the agenda to address concerns as they arise.

We are proud to announce that this will be our fourteenth year of Vision. Over this nearly decade and a half time span, we’ve created a truly unique and wonderful experience.

Thank you for considering Vision – we hope to see you there!