We recently converted to NuPoint and are looking to use the Exception Tracker on the deposit side for when information/documentation is missing on new/updated accounts. Does anyone out there already use it this way and do you have any processes or procedures they could share? Most of the training CSI offers on this is for the loan side. Thanks in advance for any help!
Does anyone use a third party vendor to provide training features to your members that you would recommend? For example: Stickley on Security offers security items that CU's can put on their websites to aid their members. I'm looking for something similar without the cost. Thanks!