FINBOA Webinars

Fraud continues to rise—especially during dispute surge periods like the post-holiday season. As dispute volumes increase, banks and credit unions face greater exposure to dispute fraud that exploits network rules, compliance timelines, and automated refund processes. Learn how intelligent automation helps financial institutions reduce fraud-related losses while simplifying the dispute experience for account holders.

Discover how intelligent automation strengthens compliance and reduces operational risk. This banker-led discussion explores how leading financial institutions are transforming their dispute operations through intelligent automation. Melissa Pierson, AVP/Electronic Banking Manager at Bank of Eastern Oregon shares firsthand experiences in the bank's journey to automation - transitioning from manual processes to fully automated disputes management using FINBOA Payment Disputes.

Learn about Reg E Compliance and best practices in this discussion focused on the impact of automation to stay ahead of compliance timelines and streamline back-office processes. Participants will explore five best practices for automating Reg E dispute management—based on real-world use cases and results. 

Watch this 30-minute overview to learn about FINBOA's chargeback integration with major card networks and processors, including VISA and Fiserv, which offers a powerful enhancement to FINBOA Payment Disputes to enable real-time chargeback submissions and centralized case management. 

Credit union executives will want to watch this Credit Union Times Webcast to learn from operations and risk management leaders, including Jorge Cortes, VP of Enterprise Risk at Kinecta, and FINBOA’s payments expert Christina Evans. They share how intelligent automation is delivering real results for credit unions—including resolving up to 30% of dispute volume the same day. Get the roadmap to stronger compliance, smoother operations, and a better member experience.

Learn how FINBOA is automating compliance dispute processing tasks for sponsor bank success. Join us on Tuesday, December 2 from 12:00–12:30 PM CT, to learn about FINBOA Service Office, a BaaS automation solution to provide sponsor financial institutions the ability to manage high volumes of payment disptues on behalf of fintech partners - ensuring visibility, and strong Reg E compliance across their partner portfolios.

This solution spotlight shines a light on FINBOA AutoDecision, a powerful extension of our FINBOA Payment Disputes solution. Viewers will learn how banks and credit unions can automatically resolve Under Business Minimum (UBM) debit card disputes, eliminating the need for manual intervention in qualifying cases.

Watch this webinar to hear from Joseph Nicholls, Director of Card Operations at Georgia United Credit Union, as he shares how the credit union transformed its payment dispute operations using FINBOA’s intelligent automation platform and integrated solutions from Jack Henry™.

Get a sneak peek at FINBOA's all-new user interface - built for people behind the process. In just 30 minutes, see how our redesigned FINBOA Payment Disputes solution helps banks and credit unions simplify the complex, save time and serve you better. 

Does your financial institiution offer customers a digital and optimal dispute experience? How your bank manages payment disptues can impact customer satisfaction, compliance and operational efficiency. Watch this webinar to hear from banker Stephanie Johnson of First Bank, as she shares how her team transformed their dispute management process using FINBOA Payment Disputes automation. 

Watch this inspiring session on what it truly means to pilot change through automation. In this webinar, Matt Speare, COO of Carter Bank and a licensed pilot, shares how his team took control of a critical challenge—managing high volumes of payment disputes—and charted a new course with several of FINBOA’s intelligent automation solutions. Matt discusses the business impact of using three solutions provided by FINBOA, including FINBOA Payment Disputes, FINBOA BI-Disputes, a business intelligence solution providing rich data insights and trend analysis to help institutions improve decision making and FINBOA Treasury Onboarding, a solution for improving time to revenue through digitization and automation in the treasury services onboarding process.

Traditional onboarding methods—reliant on paper forms, emails, spreadsheets, and fragmented tools—can create friction, increase risk, and delay revenue.  Watch this short webinar recording to see how FINBOA Treasury Onboarding enables financial institutions to use intelligent workflow automation to transform treasury onboarding from a bottleneck into a business advantage. This 30-minute video features a demo of FINBOA Treasury Onboarding and Q&A. 

Learn how FINBOA Service Office empowers financial institutions to manage high volumes of payment disputes for client organizations — while maintaining robust Reg E compliance. FINBOA Service Office provides on-behalf-of compliance management capabilities, giving Sponsor FIs the visibility and control needed to succeed in the fast-moving BaaS environment.

Self-service payment dispute intake capabilities enable account holders greater flexibility in submitting disputes. With Self-Service Intake, disputes can be submitted 24-hours, 7-days a week and paves the way for automated processing outside of branch operation hours. This 30-minute FINBOA Solution Spotlight webinar is hosted by FINBOA Director of Solution Consulting and experienced banker, Christina Evans.  

Watch this webinar recording to learn how credit unions can improve member loyalty through effective payment dispute resolution powered by automation. Featured speaker,  risk and compliance expert, Lisa Simonis of Christian Financial Credit Union shares insights on payment dispute automation.

The way credit unions handle the rising volume of payment disputes can make or break member loyalty. However, the right dispute processing automation approach can reduce intake time by 90%, audit preparation time by 80%, and claim-related write-offs/losses by up to 25%.

Learn how FINBOA Treasury Onboarding enables financial institutions to most effectively compete and win more profitable business in today’s banking environment. This webinar features an overview from banker, Kristy Smith, SVP of First Oklahoma Bank discussing their experience in transforming manual Treasury Onboarding to a streamlined process using FINBOA Treasury Onboarding solution.

This webinar provides a 30-minute deep dive into FINBOA BI-Disputes, a powerful Business Intelligence solution built to enhance how financial institutions manage payment disputes, fraud, and compliance.  See FINBOA BI-Disputes in action and discover how it can drive smarter business outcomes for your organization.

If your institution is still relying on manual processing, to manage payment disputes, this webinar is for you. Watch this recorded webinar to learn how your bank or credit union can effectively eliminate manual Reg E processing and address the challenges of managing a growing volume of payment disputes with intelligent process automation.s

Learn how your bank or credit union can effectively process debit card Under Business Minimum (UBM) payment disputes without human intervention.  See how FINBOA Payment Disputes with AutoDecision streamlines and simplifies compliance-based processing, with the ability to AutoDecision cases on the 10th business day for Provisional Credit issuance and required notification.

Learn how Bravera Bank tackled the challenge of transforming manual Reg E dispute processing with intelligent automation.  

During this webinar, FINBOA hosts a candid discussion with Ashley Frase, Digital Consumer Manager with Bravera Bank. The conversation will explore the strategic and practical reasons for implementing dispute process automation to effectively improve operational efficiency, regulatory compliance and customer experience, while reducing training, cost and risk. 

For many banks and credit unions, Reg E challenges begin with manual intake processing. Without digitizing and automating the process, any financial institution would be challenged to improve compliance, operational efficiency, and the customer experience. This session will address best practices for digital disputes intake through live demonstration and discussion.

Learn how to improve CIP, CDD and Loan exception management with automated deadline alerts, eLists and compliant letters to cut correction processing time in half.