Aiming for PFI

Event Information

Share this event

Date and Time

Event description

Description

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:

Join Zoom Meeting

https://zoom.us/j/241981626

One tap mobile

+16465588656,,241981626# US (New York)

+16699006833,,241981626# US (San Jose)

Dial by your location

+1 646 558 8656 US (New York)

+1 669 900 6833 US (San Jose)

+1 647 558 0588 Canada

Meeting ID: 241 981 626

Find your local number: https://zoom.us/u/adDmfAjBba

*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 https://zoom.us.

Date and Time

Save This Event

Event Saved