Vision 2008 sets sail with client discussions on testing best practices, business case development and industry trends while TriSyn Group welcomes you aboard with technical and functional reviews to increase your knowledge of the system. Account Analysis 9.0 sessions provide insight on managing complex pricing, leveraging statement hierarchies and implementing revenue enhancers while sessions on 8.5 pricing and core Account Analysis concepts provide solid ground for current releases. The AAUG track brings together product experts and peers to navigate a clear strategy for smooth sailing – so don’t miss the boat!
Products: Infopoint Account Analysis
Approved for up to 6 CTP/CCM recertification credit(s)
by the Association for Financial Professionals.
AAUG Sessions
- Learn the Ropes of 9.0 Pricing
AAUG Post-conference Education
AAUG's post-conference education is being held on Friday, May 16, 2008
from 8:30 am - 11:30 am.
Detailed Session Descriptions
Panel Programs and Function Modules (Parts 1 and 2)
In this two-part session, set sail to become familiar with Account Analysis’ inner workings, the makeup and flow of online panels, and programs and function modules. We’ll dive in to learn about SS files and the steps needed to add or remove fields from a panel as well as the impact these changes have on the online function modules. Avoid any rough waters ahead by learning the system's features on how to customize online help panels and add specialized edits to the Analysis online system.
Learn the Ropes of Writing a Compelling Business Case (Qualifies for CTP credit)
Writing a compelling business case can easily leave managers feeling lost at sea. Join us for a discussion on the tools, techniques and tips to prepare a comprehensive business case and requirements document that's sure to get results. A fellow CTP shares best practices for summarizing business needs, opportunities and revenue justification along with examples of how to express desired technology development results. After this session, business cases and justification will be smooth sailing.
Payments Industry Update: FRB Perspective
As payments migrate from paper to electronic check image exchange, growing pains emerge that impact liability, availability, fee income and clearing costs. Check image capture retreats back to the source while the traditional item processing area often loses control over the capture process. Additionally, competing clearing agents and technologies such as ARC, BOC, other ACH clearing arrangements and check image exchange further complicate the industry. Senior Vice President of Retail Payments for the Federal Reserve Bank, Fred Herr, discusses these key issues and trends to help you understand the challenges ahead.
Cash Management Trends (Qualifies for CTP credit)
Don't be a castaway – come join us as we discuss emerging technologies entering the banking world. This session focuses on new products such as Image Exchange, Remote Deposit Update, Remote Vaults and other leading-edge technologies penetrating the cash management industry, including their effects on Account Analysis. Join us as we navigate toward a better understanding of what the future may hold for revenue opportunities, pricing and properly managing customers and internal Treasury officers.
Let's Navigate: Streamlining and Managing your Data (Qualifies for CTP credit)
Cash and Treasury managers understand that streamlining and managing data has measurable impacts on the real and perceived billing quality for banks. Join us as we navigate different methodologies to improve quality control, approval processing and interaction with analyzed data, output, payments, service charging, pricing and rates. Don't miss the boat; come join us to get tangible tips to prevent revenue leakage.
API, Runtime Components and Utilities (Parts 1 and 2)
As an integrated Infopoint product, Account Analysis relies upon the capabilities of other products, but if an error or program abort is issued, recognizing the source can be confusing. Learn how to read program errors and aborts from the Analysis and Runtime systems to sail away with a better understanding of these core utilities. There will be new knots to learn as the Analysis Statement Repository comes online in a DB2 environment. Take the helm and learn some behind-the-scenes differences as they relate to DB2 and the Account Analysis application.
Tighten the Sails with a Business Process Review (Qualifies for CTP credit)
Conducting comprehensive business process reviews helps keep your institution shipshape by identifying operational inefficiencies and uncovering revenue opportunities. Join the crew as we discuss best practices and learn how a financial institution used a full business process review as a transition to centralized operations, yielding positive results and financial benefits.
9.0 Relationship Management
It’s anchors aweigh, as we discuss the many ways Account Analysis 9.0 enhancements aid you in account relationship management. Don’t get tangled in the lines; set sail with this session and learn how Account Analysis 9.0 features such as customer comments, statement message options, profiles and unlimited hierarchies ensure nothing but clear sailing.
Fine-Tune the Rigging of Operational Efficiency (Qualifies for CTP credit)
Cash management within financial institutions is akin to sailboat racing: every crew member, tactic and instrument must be optimized for peak performance and efficiency. This session discusses techniques, best practices and suggestions for improving operational efficiency within a cash management organization to really put the wind back in your sails.
Navigating 9.0 Features and Benefits (Parts 1 and 2)
TriSyn Group welcomes you aboard with a live online demo of the features and benefits within Account Analysis 9.0. Discussions on architectural changes and how to utilize new options such as relationship management, GL modifications, profile pricing, auto debit and charge-off thresholds, enhanced statement messages and customer comments help you chart a course to greater operational and processing efficiencies and revenue maximization.
Cast Off with Account Analysis
Let’s chart a course for an Account Analysis apprenticeship with a roundtable discussion on the issues our newer crew members may experience. Members who have recently embarked on AAUG should bring their most challenging issues and questions to the table. Our more experienced sailors can interact and help avoid any rough waters by sharing ideas, concepts, methodologies, and suggestions to help overcome some of the challenges in learning the ropes of Account Analysis.
Ahoy Matey: User Group Discussion and Planning
It’s all hands on deck for the annual user group meeting during which clients elect officers, review enhancement requests and voting processes, and discuss user group business to chart a course for the following year. Additionally, crew members are anxious to discuss and plan the next user group survey – so be prepared to take a line and get to work as we identify the information you’re interested in learning from your peer institutions.
Learn the Ropes of 9.0 Pricing
Account Analysis 9.0 offers flexible options for streamlining pricing activities. To provide a strong hold on the functionality, we’ll dive deep into unlimited pricing hierarchy, affiliate program expansion and per mil pricing.
8.5 Price Point Management (Post-conference Education)
Whether you are a sailboat or an ocean liner, managing price points is key to smoothly navigating the Account Analysis waters. Back by popular demand, this session is a must as you move to the next release of Account Analysis. Discussions on affiliate, consolidated, exception, promotional and standard pricing will keep you out of rough waters whether you’re a veteran or new user.
Core Concepts in Account Analysis (Post-conference Education)
Not sure if your Account Analysis ship is seaworthy? New to AAUG and want more solid footing in the application? Come aboard and learn the ropes in this overview session that includes discussions on affiliate pricing, regional processing and other topics that often cause confusion whether you are a new or experienced user.
Proper Tacking: Merge Mapping to Access Data (Post-conference Education)
Are you looking for new tacking techniques for merge mapping? This session provides a review of basic merge mapping and how to boost its capabilities by utilizing a little technical assistance to present data from multiple records or statistics based on multiple records.
Smooth Sailing with MICM Security (Post-conference Education)
Have you run aground on the rocks trying to set up and understand MICM security? This session gets you off the rocks and sailing ahead with a case study using the best practices of establishing MICM security such as setting up groups and profiles. In addition, it provides setup information for using external security for MICM.
*Please note: Specific track schedules may vary and are subject to change.
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