Arius Software Corporation
600 Weber Street N, 2nd floor
Waterloo, Ontario
Canada N2V 1K4

Phone 519.885.9045
Fax 519.885.7123
training@ariussoftware.com

Automated Account Opening for Advisors and Sales Assistants

This informative session will give you an opportunity to learn how to automate your manual account opening system using Arius' OpenAdvantage. Discover how to maximize operational efficiencies, mitigate risk and virtually eliminate NIGO rates.

In this interactive training session, learn how to:

- Open new accounts using OpenAdvantage's enterprise account opening platform
- Navigate through a typical account opening and approval workflow
- Update existing client data while meeting stringent compliance requirements
- View common report types

How to register

Click on the registration link below for the course you wish to attend. Please ensure that your email signature includes your name, company name and phone number. You will receive an email containing your Webex login instructions the day prior to the course. Registration is required 24 hours prior to the course date.

Configuring Your Account Opening System for Business Analysts and Managers

This course takes an in-depth look at Arius' OpenAdvantage software, and the tools that allow you optimize your account opening process. This advanced course offers a comprehensive look at modifying forms to be included in the client welcome kit. Participants will learn how to:

- Use the Agreement PDFs page to modify a form and save it for editing
- Use Adobe Acrobat Pro to modify the PDF, adding two new fields
- Return to OpenAdvantage and upload the modified PDF
- View the PDF to view the changes made to the form when an account is created

How to register

Click on the registration link below for the course you wish to attend. Please ensure that your email signature includes your name, company name and phone number. You will receive an email containing your Webex login instructions the day prior to the course. Registration is required 24 hours prior to the course date.