206 image your branch's potential - new account...
TRANSCRIPT
Image Your Branch's Potential -New Account Desk and Bankway SmartSign
May 25, 2017Michelle Washington
Agenda
2
• New Account Desk
– Adding an account
– Recent features
– Future features
• Bankway SmartSign™
3
New Account Desk
New Account Desk
4
• New Account Desk
– It enables you to connect more with you customer by
allowing you to streamline the account opening
process and create a paperless account opening
experience.
• It’s more than that!
New Account Desk Is…
5
• A sales tool
• A way to enforce bank policy
• A way to manage products
• A compliance management tool
6
Adding an Account
CUSTOMER
7
Select multiple
existing customers at
once, or add a new
customer
• Proceed through
‘Add a Customer’
• Required and
optional services
• Overrides
8
Product Categories
• Groups of products
• Products
Required Accounts
• Types
Optional Products
• Can be all products
Available Products
• Controlled through
security
9
You establish the
required, optional and
not used steps
• By Product
• By Application
Required fields are
indicated by Red *
• Override Authority
Title for document is
dynamically built
10
11
12
13
14
Recent Features
Recent Features
15
• Improved support for commercial fiduciary ownerships
– April 2016 IRB
– Escrow accounts, funeral homes, receivership accounts, landlord/tenant, 1031 exchange, etc.
• Session key improvements
– April 2016 IRB
– No session key option and shorter key option
• W8 – digital signature
– 2016.1 Release
• Digital signature support on custom documents
– 2016.1 Release
• Health savings accounts (HSA) forms on Features Tab
– September 2016 IRB
16
Future Features
Future Features
17
• CSi document release integrations
– 2017.1 and 2017.2 release
• Microsoft .NET framework
– Version 4.6.2 required prior to install of 2017.1 on all servers and workstations
• Online banking agreement and disclosure
– New document in 2017.1
– Customizable in Simplicity
– Supports electronic signature
• Certification of beneficial owners of legal entity customers
18
Bankway SmartSign
Bankway SmartSign™
• A new way to digitally sign New Account Desk
forms
– Powered by eOriginal™
– Optional Vaulting service available
• Multiple signing methods
– In branch
Bankway SmartSign™
• Bankway specific workflow controls
– Security code option
– Type of customer to sign service desk forms
– Generate special instruction
– Product level controls for in branch or remote signature
abilities
• In branch signature devices
– Topaz devices already supported by New Account
Desk
– Tablets/iPad
• Remote signature devices
– Tablets, smartphones, PC/laptop (browser)
21
Review documents and
click SmartSign
22
Select signing method
23
24
25
26
27
28
29
30
31
Come by the New
Account Desk kiosk in
the Solutions Expo for a
demonstration today!
