Setting Up a Vision Dashboard

Tuesday, September 10, 2024 12:00pm CT

Reserve My Spot

If you register now but can't make it to the event, we'll send you a recording of the webinar later!

We are excited to announce our new Lunch & Learn series, happening every second Tuesday of the month! These sessions, led by SMA’s expert consultants, will provide an in-depth look into product setup, and explore the specific features and functionality of our offerings. Each webinar is crafted to be brief yet impactful, lasting just 25-30 minutes, so you can gain valuable insights without taking too much time out of your busy schedule.

Don't miss this opportunity to enhance your knowledge and make the most out of our products. Register now to secure your spot!

On Tuesday, September 10th at 12:00 p.m. CT, join Alex Clark, Consulting Services Manager at SMA Technologies, for a 30-minute session where our topics will include:

Creating a Vision dashboard
Configuring a dashboard
Examples of who benefits from a Vision dashboard

Register now to take part in this session! If you can’t make it, don’t worry—simply sign up anyway and we’ll share the recording.

Speakers

Alex Clark

Consulting Services Manager here at SMA Technologies

Alex Clark is the Consulting Services Manager here at SMA Technologies. He manages the Consulting Services team's day-to-day operations of service projects and set expectations of intake and execution for all customer facing projects and services.

Prior to joining SMA, Alex worked at Mountain America Credit Union on their core team for eight and a half years, progressing from administrator to manager. He has extensive experience in automation, including BPA, document processing, job orchestration, and process optimization.

Trusted by Financial Services for Mission-Critical Operations

About SMA Technologies

SMA Technologies partners with financial institutions to automate their business-critical processes, so they can deliver the experiences their account holders deserve. By seamlessly connecting technology and teams, our solutions provide comprehensive automation that helps financial institutions scale effortlessly, minimize risk, and refocus their resources on strategic growth. Proudly serving over 700 banks and credit unions, our decades-long track record of success and customer satisfaction has made us one of the most trusted automation providers for the financial services industry.