GREENSBORO, N.C.–Vizo Financial Corporate will host a webinar on “Business Account Basics” on Feb. 27 from 10-11 a.m.
“A business relationship with your credit union begins at account opening. In this session, we will discuss business entity types and the required documentation to open and maintain business accounts,” Vizo Financial said. “We will also cover the importance of the Certificate of Beneficial Ownership, pertinent regulations for financial institutions and the types of information that are required to be collected. In addition, we will review the value of a business profile and how your credit union can utilize this information for sales opportunities.”
The corporate said the webinar is designed for credit union staff considering offering business accounts to their membership or a review for those institutions that are currently offering business accounts.
Additional Details
There is no fee to attend. This session will also be recorded for playback. CPE credits will be available.
Vizo Financial said the session will focus on
- Business account documentation
- Regulations for business accounts
- Certificate of beneficial ownership
To register, go here.
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