Series 7: Investment Accounts and Series 8: Workflow - Sessions 21-23

Series 7 and 8 focus on key aspects of your financial institution’s operations, providing you and your team with guidance on how to maximise the Ultracs environment.

We welcome you to register your interest for the upcoming sessions.

Series 7 - Investment Accounts

Session 21: Investment Accounts

Date: Thursday 12 June 2025 | Time: 3:00 PM (AEST)| Length: 60 Minutes

Key learning objectives for the session

• Learn how to set up and configure investment products in Ultracs.

Learning pre-requisites prior to the session

• Ultracs
• Investment Processing

Who should attend?

These sessions are designed for:

• System administrators
• Operational staff
• Investment and Customer Service staff

While the session content is tailored to these roles, staff across all banking operations are encouraged to attend to enhance their understanding of Ultracs configuration and usage.

What platform will be demonstrated?

• Ultracs CRM
• Ultracs HOST

Zoom details

Join Zoom Meeting
https://us02web.zoom.us/j/87660368798?pwd=t3UmTXVnlhwCL3eqbS3Z1HKecLl3k9.1   
Meeting ID: 876 6036 8798
Passcode: 556635

For your convenience, webinar details are also located on your session registration confirmation email.

Register for Session 21:

Series 8 - Workflow

Session 22: Ultracs 5.4 Overview

Date: Thursday 26 June 2025 | Time: 3:00 PM (AEST)| Length: 60 Minutes

Key learning objectives for the session

• Understand the new and updated functionalities available in Ultracs 5.4, and how to leverage them to enhance operational workflows.

Learning pre-requisites prior to the session

• Working knowledge of Ultracs

Who should attend?

These sessions are designed for:

• System administrators
• Operational staff

While the session content is tailored to these roles, staff across all banking operations are encouraged to attend to enhance their understanding of Ultracs configuration and usage.

What platform will be demonstrated?

• Ultracs 5.4
• Ultracs CRM

Zoom details

Join Zoom Meeting
https://us02web.zoom.us/j/87660368798?pwd=t3UmTXVnlhwCL3eqbS3Z1HKecLl3k9.1   
Meeting ID: 876 6036 8798
Passcode: 556635

For your convenience, webinar details are also located on your session registration confirmation email.

Register for Session 22:

Session 23: Workflows

Date: Thursday 24 July 2025 | Time: 3:00 PM (AEST)| Length: 60 Minutes

Key learning objectives for the session

• Understand how to leverage events, tasks, and menus in to enable and enhance workflows in Ultracs.

Learning pre-requisites prior to the session

• Working knowledge of Ultracs

Who should attend?

These sessions are designed for:

• System administrators
• Operational staff

While the session content is tailored to these roles, staff across all banking operations are encouraged to attend to enhance their understanding of Ultracs configuration and usage.

What platform will be demonstrated?

• Ultracs 5.4
• Ultracs CRM

Zoom details

Join Zoom Meeting
https://us02web.zoom.us/j/87660368798?pwd=t3UmTXVnlhwCL3eqbS3Z1HKecLl3k9.1   
Meeting ID: 876 6036 8798
Passcode: 556635

For your convenience, webinar details are also located on your session registration confirmation email.

Register for Session 23:

Please note that registrations close on Wednesday, the day before the event, at Noon. Webinar details will be emailed to registered delegates the day before the event.

Ultradata's Consulting Team is running a series of product information sessions to help your organisation maximise the value of Ultradata's financial technology solutions.

These platform optimisation sessions are designed around the topic, featuring live demonstrations, and are tailored for a specific audience in mind. Nevertheless, these sessions can be beneficial for all staff members, so everyone is welcome.

Learn more about our upcoming sessions, which will cover various tools, applications and functions.