Aiming for PFI

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The number one objective of any financial institution, is to be the PFI (primary financial institution) for your account holder.

--Using the acronym, AIM, this 30 minute session will walk you through the three steps to achieve this goal easily with ClickSWITCH.

--This session is intended for Executive Management, Product Managers, as well as Operations and/or Institution Managers.

The AIMing For PFI meeting information can be found below:

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+16465588656,,241981626# US (New York)

+16699006833,,241981626# US (San Jose)

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+1 646 558 8656 US (New York)

+1 669 900 6833 US (San Jose)

+1 647 558 0588 Canada

Meeting ID: 241 981 626

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*Please note that some financial institution security systems are set so that access to this webinar is blocked. You may want to contact your IT Department before this training is scheduled to begin so that any needed adjustments can be made. They will need to allow access to

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