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5-PART WEBINAR SERIES: KEY ASPECTS OF PRIVILEGE MANAGER CRM®

for JMFA overdraft privilege® Clients

Make plans to attend these exclusive training opportunities to further enhance your overdraft program results.

This five-part webinar series will cover important features and functions of the software.

Each online session will conclude with time for Q&A, so you will be able to immediately put the information you’ve learned to use.  Best of all, you will be more proficient and gain efficiencies in the tasks you do each day.

Who should attend these sessions?
Whether you are a new user or need refresher training make plans to attend by registering today.

2021 Webinar dates & topics




spring: PART 1

Get to Know the New Privilege Manager CRM® – Learn the basics of Privilege Manager CRM, including how to navigate, search for accounts, and find detailed information in the account history. Additionally, find out the latest enhancements and upgrades to Privilege Manager CRM® Cloud version. It’s vastly changed from the previous local version. With many new features to improve productivity you’ll gain a comprehensive overdraft management solution.

Wednesday, 3/3 at 2:00 pm central

Register

spring: Part 2

Letter Generation – Learn the basics of generating letters, how to review pending letters, how to use the Letters on Demand feature, advanced letter scheduling options, and new Cloud-based email and text functions. Plus discover how to use enhanced scheduling and set up options so your communication is more targeted and meaningful.

Wednesday, 3/10 at 2:00 pm central

Register

SPRING: Part 3

Calls – Uncover the latest updates of new call functionalities including advanced filtering to unlock greater efficiencies. Learn about setting up call result codes, creating additional call types, scheduling and documenting impromptu calls and more. Learn how to use the Quick Letter function to generate an email when you can’t reach the person your calling. Communicating with your account holders is easier than ever before!

Wednesday, 3/17 at 2:00 pm central

Register

SPRING: Part 4

Charge-Offs & Recoveries – Find out how to improve tracking charge-offs and recoveries. This session provides an overview of how to charge-off accounts correctly, including step-by-step instructions for updating data across the core and your GL. Plus, you will discover the essential reports to assist with effectively managing charge-offs and recoveries for greater success.

Wednesday, 3/24 at 2:00 pm central

Register

spring: PART 5


Reporting – Uncover everything you need to know about the various key management reports available including how to run reports, use filters and more. You’ll get a comprehensive overview of the reporting designed to assist with effectively managing your overdraft program.

Wednesday, 3/31 at 2:00 pm central

Register

For more information, to provide feedback or if you have questions,
please contact Melanie Swift at 832-390-2192 or melanie.swift@jmfa.com.