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How would you answer each of the following questions?
- Is your financial institution getting the most out of CAA to maximize revenue?
- Have you experienced turnover in your department and your CAA™ users have never been formally trained or could use more
in-depth training?
- Are you responsible for the account analysis function in your bank and would you like to learn more about the flexibility,
features, and power of the software?
If you answered "yes" to any of the questions, consider participation for you or your
staff in a two-day CAA™ Training course at your office.
WFG offers both introductory and advanced CAA™ training for users and account analysis supervisors who are interested
in becoming more efficient using CAA™. Each course offers a structured and comprehensive curriculum covering CAA™ features.
Please
email or call us to schedule
your training.
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An Introduction to Commercial Account Analysis™
Establishing and Maintaining:
Bank Settings
Accounts
Rate Classes
Services
Price Exceptions
Performing the Monthly CAA™ Process:
Building TDE Files
Posting SUF/TDE Files
Analysis Generation
Statement Generation
Other Topics Include:
Designing CAA™ Statements
Selecting, Customizing, and Generating Reports
Using Miscellaneous Utilities, Tools and Settings
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CAA™ Advanced Training
Monthly Process Review
Office Integrator
822 Express
Extended Reporting (Includes Access Reports & Graphs)
Data Exports
Services & Profitability
Balance & Service Adjustments
Analysis Troubleshooting
Security
Database Issues
Using the latest Version of CAA™
And much, much more!
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