Year-End Tips and Tricks for SFO/v.5 Customers

It’s time for our annual Year-End Tips and Tricks show for Shelby Financial and Shelby v.5 customers! We have assembled a team of Shelby experts to help make the year-end transition an easy one for you. Edward Eoff, Steve Pruitt, Bill Ballou, Matthew Hascher and Sam Wells share their top year-end tips that will save you both time and money. Alfred Johnson talks with us about the reasons you may want to consider making the transition from v.5 to SFO this year. Make sure you watch the end of the video to hear Randy Turner explain how you can find volumes of self-help, email help, live chat help and live call in assistance from Shelby support in January.