Join us for the FIPCO Software & Compliance Forum: May 14

Ongoing regulation changes…technology moving faster than the speed of light…increasing competition…we understand these challenges and know how important it is to stay ahead of the curve. In this ever-evolving financial industry, anything you can do to increase your productivity, profitability, and compliance, while improving customer satisfaction is paramount. With this in mind, we invite you to join us May 14th for the 2019 FIPCO Software & Compliance Forum – Deposit in the Wisconsin Dells. 

Topics include:

  • FIPCO’s eSignature powered by DocuSign electronic signature capabilities
  • Deposit Reports and User Reports
  • Blank Form functionality
  • Online check-order, and QualiFile ID Verification/OFAC Watch interface integration
  • Reg. E and Bank Holidays improvements
  • Improved CD Renewal Provisions
  • Client Address Enhancement
  • Improved Electronic Transfer Process
  • Copy Agents and Beneficiaries Feature

In addition, you’ll gain immediate takeaways pertaining to:

  • New screens for electronic transfers and certain IRAs
  • CD and IRA CD renewal functions
  • Parameters
  • New Account Opening and Account Maintenance
  • Hot Topics and Legal Q&A

Visit www.fipco.com for more information.