206 image your branch's potential - new account...
TRANSCRIPT
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Image Your Branch's Potential -New Account Desk and Bankway SmartSign
May 25, 2017Michelle Washington
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Agenda
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• New Account Desk
– Adding an account
– Recent features
– Future features
• Bankway SmartSign™
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New Account Desk
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New Account Desk
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• 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!
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New Account Desk Is…
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• A sales tool
• A way to enforce bank policy
• A way to manage products
• A compliance management tool
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Adding an Account
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CUSTOMER
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Select multiple
existing customers at
once, or add a new
customer
• Proceed through
‘Add a Customer’
• Required and
optional services
• Overrides
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Product Categories
• Groups of products
• Products
Required Accounts
• Types
Optional Products
• Can be all products
Available Products
• Controlled through
security
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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
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Recent Features
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Recent Features
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• 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
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Future Features
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Future Features
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• 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
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Bankway SmartSign
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Bankway SmartSign™
• A new way to digitally sign New Account Desk
forms
– Powered by eOriginal™
– Optional Vaulting service available
• Multiple signing methods
– In branch
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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)
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Review documents and
click SmartSign
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Select signing method
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Come by the New
Account Desk kiosk in
the Solutions Expo for a
demonstration today!