Account Services

Course title
Account Services
Duration
3 days
Audience
Partners
Internal
Customers

Overview

  • Stand Orders
  • Balance Orders
  • Stop Orders
  • Diary Notes
  • Service Orders
  • Account Holds
  • Unutilised Overdraft Charge

Pre-requisites

  • Equation Introduction
  • Report Tailoring

Course Agenda

  • Maintain Stand Orders
  • Maintain Balance Orders
  • Maintain Stop Orders
  • Maintain Diary Notes
  • Configure Account Services Parameters
  • Set up Account Service Charge
  • Maintain Account Holds
  • Unutilised Overdraft Charge

What's included

Exercises and Quiz

HOL

Delivery dates

Please contact Finastra Academy at academy@finastra.com for latest availability of the course.