DBS IDEAL Customer Trainings

Introduction to DBS IDEAL (SG)

This class will help you gain an understanding of DBS IDEAL's Cash & Trade capabilities. 

Date: 29 May 2024
Time: 10.00am – 10.30am
Facilitated by: DBS IDEAL Digital specialists

Agenda

• What you need to begin
• IDEAL mobile & digital token
• First-time login
• Navigation on IDEAL

Payments & Self Administration (SG)

Making Payments and Collections, Customer Self Administration & digital token+ (SG)’
DBS IDEAL supports more than 50 different payment and collection services across different markets. Learn more about how these services can help you grow your business. 
 
Manage and control user accesses and your company's profile online with ease and learn more about digital token+ for seamless login and approvals with DBS IDEAL Mobile.
 
Date: 30 May 2024
Time: 2.30pm – 4pm
Facilitated by: DBS IDEAL Digital specialists
 
Agenda:

• Payment & cut-off time definitions
• Make and approve a single payment
• Make and approve bulk / payroll payments
• Manage beneficiaries and templates
• Collections via MAX & GIRO
• PayNow Payments & Registration

• Do away with forms and have administrative powers at your fingertips.
• Add, modify or remove DBS IDEAL users and manage user permissions to company's accounts and online banking functions.
• Maintain control over your company’s DBS IDEAL users’ accounts and access, including access to functions such as Payment Initiation, Account Transfer and Information Reporting.
• Distribute DBS IDEAL user IDs, activate/deactivate users and unlock security devices of existing users.
• Enrol for new features, manage your company’s authorisation policy, change limits, and much more
• Provision your digital token on IDEAL Mobile+ to enjoy swift login and approvals
• Subscribe for realtime push notifications sent directly to your mobile

Digital Documentary & Open Acct Trade (SG)

Manage your trade finance online

DBS IDEAL allows you to submit applications and supporting documents for a wide range of trade finance products. Learn how you can manage your trade finance online and go contact-free.

Date: 30 May 2024
Time: 4pm-5pm
Facilitated: DBS IDEAL Digital specialists

Agenda:

• How to create and approve a trade transaction 
• Track your application status
• Access to transaction details and reports anytime, anywhere
• How to upload and resubmit supporting documents for your trade transactions

FX Booking with FX Online(DealOnline) (SG)

This class introduces some of the key features of FX Online (DealOnline) as well as a walkthrough on the FX contract booking process.

Agenda:

• Settlement types, contract types and tenor
• Managing your dashboard
• Making a booking and checking status
• Using price alerts

IDEAL Online Maintenance form (SG)

With DBS IDEAL Online Maintenance Form, you can easily add, remove or update users, modify account settings and even request a new user login PIN - all with faster processing times! All authorisation policies can also be managed and updated. 
 
Date: 30 May 2024
Time: 5.00pm – 6.00pm
Facilitated by: DBS IDEAL Digital specialists
 
Agenda:

• What are the benefits of PWEB IDM
• High-level walkthrough of the request types in PWEB IDM
• Walkthrough the top 3 request types:
  - How to add/manage existing users’ services and roles
  - How to remove existing user
  - How to Add / Remove accounts on IDEAL
• What are the common mistakes from customers
• Important things to take note
• Where to find FAQs and guides
• Q&A

Loan Online Services (SG)

DBS IDEAL Loan Services is a one-stop solution for DBS Corporate customers to fulfill their major loan-related transaction requests without the need to send any physical instruction or visit the branch. Learn how you can submit your loan servicing transactions online, track the real time status and get notified upon completion of the transaction requests.

Date: 24 July 2024
Time: 3.00pm – 4.00pm
Facilitated by: DBS IDEAL Digital specialists

Agenda:

• Loan enquiry
• Scheduled payments and partial or full loan settlements
• Loan rollovers
• Additional loan drawdown
• New loan drawdown* (within the pre-approved limit)
• Contextual notifications