Let the TriSyn Group lighthouse guide you through waves of knowledge at Vision 2008 with innovative approaches to create and grow customer relationships and deposits. The TriSyn Group tide brings in sessions on acquisition strategies; MICM security; and synergies of RCIF, Deposits and Relationship Pricing. Then it’s anchors aweigh when clients share operational efficiencies and best practices for service charging, testing and sweep processing. So take the helm and chart your course for optimizing your Infopoint applications and uncovering ideas for future business planning by attending Vision 2008.

Products: Infopoint Deposits, Relationship Pricing, RCIF, Scrub, De-dupe, Combined Statement,
Exception Administrator, Transaction Gateway, HSA and Time Investment

• Discover New Knots for Treasury Management
• Payments Industry Update: FRB Perspective
• Testing Protocol to Avoid Turbulent Waters
• Let the Lighthouse Guide You Through Compliance Issues
• Exploring the Approaching Opportunities in Deposits
• Stay the Course: Synergies of Deposits, RCIF and RP
• Cruising the Shore of Customer Channel Processing
• Set Sail with Transaction Gateway
• Set the Rigging for Service Charging
• Navigating Acquisition Strategies in RCIF
• Manage Data in RCIF to Add Wind in Your Sails
• Riding the Waves of Sweep Processing

FAUG Post-conference Education

• Proper Tacking: Merge Mapping to Access Data
• Smooth Sailing with MICM Security

Discover New Knots for Treasury Management

In today’s world, treasury management customers seek more information about the charges and service fees they incur. Discover some new knots as one customer discusses how they manipulated Deposits and Account Analysis to provide this information by unbundling service charges and fees for services such as sweeps, ZBA transfers, wire transfers and OD charges. This session features an open dialogue where attendees can ask questions and share their ideas and processing procedures.

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.

Testing Protocol to Avoid Turbulent Waters

Does your plan for clear sailing come up short when setting up testing protocols? Learn how one institution sets their standards for unit, interface, integration, regression and user acceptance testing and exchange your testing practices with peers to get another perspective.

Let the Lighthouse Guide You Through Compliance Issues

Does the regulatory environment cast a fog over your daily operations?  Let the Compliance Lighthouse bring you safely ashore as Sam Teague reviews the latest legislative and regulatory developments as well as year-end changes for IRS reporting.

Exploring the Approaching Opportunities in Deposits

In exploration, it is essential to chart your course and anticipate what waits ahead. The same is true with Deposits. To stay competitive, you must plan ahead and anticipate the future.  This session provides an opportunity to discuss with peers your impression of the Deposits environment for the next three to five years and how you think operations must evolve to meet those requirements.

Stay the Course: Synergies of Deposits, RCIF and RP

This session explains how Deposits and Relationship Pricing interact with RCIF to improve customer service. At the center of this union is RCIF which provides the customer relationships and sensitive information. Examples include how Relationship Pricing uses Deposits and RCIF for auto enrollment of qualified customers and how RCIF and Deposits team up to eliminate duplicate information and manage account status changes. See how this synergistic trio keeps you on course for better customer service.

Cruising the Shore of Customer Channel Processing

Consumers today expect access to accurate and updated account information from a variety of sources within their financial institution. In this roundtable discussion, one client discusses front-end systems and how their financial institution manages and prioritizes the changes impacting them.  Come prepared to share your ideas on channel processing and managing changes that impact your other front-end applications.

Set Sail with Transaction Gateway

Have you ever wondered what Transaction Gateway does or why it is called Transaction Gateway?  Learn how this product, formerly known as Teller, lifts the batch processing anchor and provides a pseudo real-time environment for the customer. The session reviews capabilities of the current production release such as transaction processing, transaction lookups and passbook processing as well as enhancements in the latest release. An open discussion allows clients to share how they are using Transaction Gateway and what they have done to improve their operations.

Set the Rigging for Service Charging

Does the rigging of service charging make you feel like all thumbs? In this roundtable discussion, a fellow client navigates through their setup of service charging using flat fees, incremental fees, accumulated fees, service charge orders and in-house service charges.Then, everyone battens down the hatches to share ideas on service charging with peers.

Navigating Acquisition Strategies in RCIF

Does the thought of merging another institution into RCIF evoke memories of rough waters and hidden obstacles?  TriSyn Group starts the race with ideas on acquisition strategies and then lets attendees take the lead to discuss strategies they have employed.

Manage Data in RCIF to Add Wind in Your Sails

Managing customers, related accounts and data can be time-consuming, exhausting and rob the wind from your sails. In this session, TriSyn Group gets you back on course while attendees share common obstacles and possible resolutions. So come aboard and be ready to share both challenges and ideas to improve the process of managing data and other similar unresolved problems.

Riding the Waves of Sweep Processing

Get your sea legs on as TriSyn Group reviews current capabilities in Deposits while a client shares how they allow sweeps to outside institutions. It is anchors aweigh as the session opens up for all the crew to discuss current sweep processing practices.

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.