How to Fix Policies & Procedures to Reduce Exceptions, Increase Efficiency, and Achieve a True Universal Banker Model


Unclear, out-of-date, and hard to find policies and procedures are a driving cause of exceptions, risk, and inefficiency at banks today. Register to learn current insights, key trends, and best practices for fixing bank policies and procedures – and their lasting impacts – to achieve a true universal banker model. Throwing money at technology will only get a bank halfway there; learn the hidden secret to fixing the problem once and for all.

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Learning Objectives

  • Discover how current policy, procedure, and product information is impacting employee effectiveness and the rate of exceptions
  • Explore the state of exceptions in the banking industry today, and approaches to fixing policies and procedures while reducing exceptions
  • Gain insight into the tools and strategies needed to help manage policies and procedures, empower frontline staff, and reduce the amount of time spent reviewing and addressing exceptions


Al Rosenbaum
Executive Vice President of Customer Success

Al Rosenbaum is the executive vice president of customer success at SilverCloud, a banking-specific software as a service (SaaS) company that specializes in digital enablement for banks and credit unions. He brings more than 25 years of customer success, sales, and marketing experience to SilverCloud. Al earned his MBA at Bentley College and his bachelor’s degree in consumer behavior at the University of Massachusetts, Amherst.

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar

This WiBinar is ideal for

Operations Administrator, Operations Manager, Technical Writer, Universal Banker