- Course title
- Functional Overview
- 5 Days
This course is in place to provide complete comprehension of the Fusion Banking Corporate Channels product.
This course is made up of 2 distinct modules: a 2-day functional product overview for Trade Services and 3-day functional product overview for Cash Portal.
By enrolling into this program, participants will be able to:
- Perform product processing tasks on Trade Services in Misys Portal as a user at a client site
– Explain how to create a new transaction in Misys Portal
– Determine how to view, search, edit, and submit transactions
– Explain how trade finance transactions are processed in Misys Portal
- Perform product processing tasks on Account and Cash Services in the Misys Portal as a user at a client site
– Manage company accounts and transactions through the Misys Portal
– Manage funds transfer and cash payments on the Misys Portal
- Perform product processing tasks on Early Payment and Supply Chain Financing in Misys Portal as a user at the buyer or seller side or a user at the bank side
– Explain how to set up counterparties such as buyer or seller
– Explain step-by-step the Early Payment, Invoice Financing, Dealer Financing processing flows
– Explain how to set up alerts for chosen milestones, such as due date for payment of invoice or repayment of a financed amount
For our associated Partners, we can also offer students the opportunity to attain the Misys Certified Associate certification via the exam and assessment tool; delivered upon successful completion of the training.
This course can be delivered either remotely or classroom based.
- Trade Services Knowledge
FusionBanking Corporate Channels - Trade Portal Curriculum V5.2 (Functional)
- Bank Administration and Bank System Features
- Client Administration and Client System Features
- Client Product Processing (Trade Services)
- Bank Product Processing (Trade Services)
FusionBanking Corporate Channels - Early Payment and Supply Chain Financing
FusionBanking Corporate Channels - Cash Portal Curriculum V5.2 (Functional)
- Cash Services Functions
- Funds Transfer
- FT Inquiry
- Bulk Services
- Account Services
Course includes all training presentation materials, trainee workbooks and hands-on exercises. The exercises will be on live systems, through Misys Academy Labs.