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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