Early Adopter Training Update

Early Adopter Training

During the week of January 28th room 1122 was filled with Core Project team members and our 5 Core Champion Early Adopters.  During this week our new core partner, Corelation, trained the team on basic functionality of KeyStone.  The courses were:

• Member Profile-Introduction to the KeyStone
• Member Profile-Introduction to KeyInsight (replacing Synapsys)
• Conducting Transactions- processing cash/check transactions, skip-payment transactions, and transaction adjustments
• Account/Card Maintenance
• KeyStone Reseach-researching member and GL transactions
• Cash Drawer Transactions and Balancing- vault transactions, cash drawer balancing, resolving offages
• New Consumer and Commercial Account Workflows- how to create new accounts and gather required member details
• Distributions, ACH Origination, and Transfers-how to create automatic distributions and set up ACH transfers
• Loan Servicing- how to use Loan Corrections module, maintenance, and modifications
• Management and Reporting- completing transaction overrides, reviewing OFAC results, and running reports

Core Ambassadors- Early Adopter Feedback

Below are testimonials from some of the Core Champion-Early Adopters:

Jennie

“I feel like having a person-based system vs. account-based is going to save a lot of time and prevent errors.”

“Tellers will have access to more information (with card use info and such) which will allow for more growth and independence.”

“Basically everyone is going to benefit from systems being integrated rather than having to search multiple places and log interactions in multiple places.”

Justine

“I’m super excited about member centric.”

“I’m also excited that we can do things within this system without having to go to other systems–like Optical etc.”

Claire

     “Being able to email members receipts”

     “Being able to start card disputes in KeyStone”

     “How easy it is to update information”