The Connections team offers ongoing training on a variety of topics. These trainings are designed to maximize your financial institution’s utilization of the Connections system to better serve your existing and prospective customers. Listed below are some of the different training options leads by the FIS Connections team:
Webinars ($225/hr) – 2 hr. session: The financial institution determines the training topics that will be reviewed during the webinar. A session covers one of the following:
·
Overview
of Connections
·
Prospect
Tracking & Troubleshooting
·
Overview
of Reports
·
Relay
Report Writer
·
Marketing
The session can be tailored to meet the needs of the
financial institution.
On-Site ($1,500/day plus travel expenses) – This option may be suitable for newly hired or newly appointed employees to Connections. The material typically covered includes the following:
·
Overview
of Connections
·
Admin
Functions
·
Prospect
Tracking & Troubleshooting
·
Overview
of Reports
·
Relay
Report Writer
·
Marketing
The information can be tailored to meet the needs of the
financial institution.
ReConnect ($3,000 plus travel expenses) – A program designed to get financial institutions back on track with Connections. During this timeframe, you will work closely with a Connections Project Manager who will evaluate and assess current practices. They will meet with your team on-site to devise a strategic and feasible action plan, and participate on \calls that will guide you to execute the plan accordingly.
ReConnect Lite ($1,500 plus travel expenses) – Similar to the ReConnect program; however, does not include the weekly follow-up calls. The Project Manager assigned to your financial institution will conduct a kick-off call to determine your needs and goals, and then travel on-site for a day-long workshop to help identify the best utilization of Connections to meet your institution’s goals and improve efficiency of the system.
Connections Consulting - If your Financial Institution would like any customized Connections related consulting, our Connections Product Consultants can work with you to develop a plan to fit your budget and schedule. Consulting includes, but is not limited to: sales training, Connections coaching, cross-selling, organic growth or on-boarding.
For more information,
please contact Todd Hanke or Marshall Reese (Todd.Hanke@fisglobal.com Marshall.Reese@fisglobal.com).
Recorded Tutorials - Free
|
Description |
Audio |
Register |
|
Topic: Export
to Excel – Security Settings to allow |
No |
|
|
Topic: How to
use the target list wizard |
No |
|
|
Topic: How to
use the marketing estimate |
No |
|
|
Topic: How to
upload a prospect list |
Yes |
|
|
Topic: High
Yield Checking admin setup |
Yes |
|
|
Topic: High
Yield Checking reports and export |
Yes |
|
|
Topic: How to
setup an online survey in Connections |
Yes |
|
|
Topic: Online
Banking Banner Ad Management |
Yes |
|
|
Topic: Outlook
Plugin |
Yes |
|
Knowledge Exchange - Free
|
Description |
Length |
Audio |
Register |
Handout |
|
Topic: Incentive
Plans |
53 mins |
Yes |
|
|
|
Topic: Coaching |
40 mins |
Yes |
|
|
|
Topic: API :
Joining Resources |
N/A |
No |
|
|
|
Topic: Marketing
Smarter |
30 mins |
Yes |
|
|
New Webinars Series - $65 per video registration
|
Description |
Length |
Audio |
Register |
|
Topic: System
Administration Refresher |
90 mins |
Yes |
|
|
Topic: Connections
What-if Pricing |
90 mins |
Yes |
|
|
Topic: Establishing
and Managing Incentive Plans |
90 mins |
Yes |
|
|
Topic: An
Introduction to Profitability |
90 mins |
Yes |
|
|
Topic: Tracking
Promotional Responses, Scheduled Calls, Surveys and Emails |
90 mins |
Yes |
|
|
Topic: Connections
Report Review |
90 mins |
Yes |
|
|
Topic: Advanced
Relay Report Writer |
90 mins |
Yes |
|
|
Topic: Customer
Onboarding 2/2/2 and Survey Setup |
90 mins |
Yes |
|
|
Topic: Connections
New User Overview |
90 mins |
Yes |
|
|
Topic: Rules-based
Product Recommendations |
90 mins |
Yes |
|
|
Topic: Basic
Relay Report Writer |
90 mins |
Yes |
|
|
Topic: Uploading
a Prospect List and Building Target Lists |
90 mins |
Yes |
|
|
Topic: Quick
Start Marketing Promotions |
90 mins |
Yes |
|