Resources

Here you’ll find posts on a mix of topics, including how your peers use Confirmation, notes on popular platform-usage topics, training session registration, and more.

Customer Stories How-to guides Insights White Papers

Helpful Videos for Banks and Other Financial Institutions Using ...

Watch our help videos in the video album below for a quick walk-through of how Confirmation can imp...

Creditor Training: Sign Up Now

Confirmation's credit inquiry customers have access to free, online training sessions. You'll get a...

Training Sessions

See all upcoming sessions

How To Share Clients Between Multiple Auditors

Have you ever needed a confirmation, but the lead auditor on the engagement wasn't available? If...

How to Locate In-Network Responders

There are two ways to locate In-Network responders: By conducting a search and running a report. ...

What’s the difference between In-Network and Out-of-Network...

Responder: the person or central office who is answering the auditor’s confirmation request, whet...

Training Sessions

Confirmation’s training sessions are here to suit your needs. From free, web-based learning to onsite training to CPE credits, we have you covered.

Need on-site training?