core director 2:00 p.m. ct the foundation for your future ... director... · core director ® –...

Core Director® – 2:00 p.m. CT

The Foundation For Your Future

Phone: 866-378-0246

Conf. ID: 418-957-3021

© 2015 Jack Henry & Associates, Inc.

Thank You for Your Business |

Welcome!

© 2015 Jack Henry & Associates, Inc.

Your Presentation Team Today

Susan Geiss

Banking Operations

Kevin Sligar

Banking DevelopmentStacey Zengel

JH Banking President

Roxanne Snowden

Core Director Support

Clint Rader

Banking Development

© 2015 Jack Henry & Associates, Inc.

Some Facts About Core Director

• Core Director is a native based Windows product

• We continue to actively sell Core Director to new clients

• We have 206 Core Director clients as of January 2016

• 148 are in-house

• 58 are outsourced

• We continue to see a trend towards outsourcing as a Company

• Top 20 enhancements were included in R2015

• Have a solid history of delivering the top 20 ESP vote getters for each annual

release

• Top 20 requested enhancements will be included in R2016

• And….

© 2015 Jack Henry & Associates, Inc.

Release 2016 will include

Full support of the

Xperience framework!

© 2015 Jack Henry & Associates, Inc.

• Which includes seamless access to:• iPay Solutions™ - Online bill payments

• jhaPassport™ – ATM and debit card transaction authorization

• NetTeller® - Bank-branded Internet banking

• Synapsys® - Automated sales, marketing, and customer service

• Synergy Document Management™ – Enterprise-wide document

management

• Yellow Hammer™ - Fraud detection and prevention

• Core Director Teller – (with R2017) Teller sales, service, and transaction

processing

• … and much more!

© 2015 Jack Henry & Associates, Inc.

What once was multiple

products is now a single

user interface.

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One Login

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With Flexible Screens

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© 2015 Jack Henry & Associates, Inc.

And Fewer Screens

Menu, and

Search

tabs

Customer

Information

Customer ID

and Signature

Card display

from Synergy

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With The Power to Integrate Openly

Foreign Data

Jack Henry Data

© 2015 Jack Henry & Associates, Inc.

The Power to Automate Complex Processes

Request commercial loan real estate appraisal

Track receipt of appraisal

Track receipt of payment

Notification of all departments involved

Completed Process

Commercial Loan Real Estate Appraisal

© 2015 Jack Henry & Associates, Inc.

Kevin SligarSenior Director

Software Engineering

© 2015 Jack Henry & Associates, Inc.

• Xperience

• My Top 10 Favorite Things about Xperience

• Notable enhancements in Core Director 2016

• PowerOn for Core Director available with the Release

2016.1

• Branch Anywhere

Discussion Topics

© 2015 Jack Henry & Associates, Inc.

Kevin’s Top 10 Favorite Xperience Experiences!

© 2015 Jack Henry & Associates, Inc.

#10 – Favorites

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#9 – Auto Start & Single Sign On

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#8 – Color Schemes

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#7 – Display Current Interest Rates

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#6 – Ability to Export any list to Excel or PDF

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#6 – Ability to Export any list to Excel / PDF

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#5 – History Sort, Search & Filter

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#4 – History export to Excel / PDF

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#4 – History export to Excel / PDF

© 2015 Jack Henry & Associates, Inc.

#3 – CIF 360 Customer View

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#3 – CIF 360 Customer View

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#2 – Resize Your Screen

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#1 – All That Information in One Spot & Help

CIF

ECM

Account Info

© 2015 Jack Henry & Associates, Inc.

#1 – All That Information in One Spot & Help

© 2015 Jack Henry & Associates, Inc.

Core Director Xperience Framework Facts

• Available with Release 2016

• Installation

• Separate from Release process

• Requires zero dollar license agreement

• Contact your JHA Sales Exec or CRM

• Systems Assessment

© 2015 Jack Henry & Associates, Inc.

Core Director Teller

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© 2015 Jack Henry & Associates, Inc.

Other JHA products available now in Xperience

Synapsys CRM

© 2015 Jack Henry & Associates, Inc.

Other JHA products available now in Xperience

Synergy Imaging

© 2015 Jack Henry & Associates, Inc.

Other Core Director Enhancements for 2016

Loan Collections

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Other Core Director Enhancements for 2016

Report Viewer

• Handles large reports much faster

• Produces a PDF file and loading to Adobe

• Tested with report over 2,000 pages

• Old method took 4 – 5 minutes

• New method takes 6 – 10 seconds

• Memory footprint is a fraction of what it used to be

© 2015 Jack Henry & Associates, Inc.

PowerOn for Core Director

• Among many things PowerOn® allows you to see 3rd

party data, do a custom report, or look up internet

information when servicing a customer or account

• PowerOn allows bank-defined customizations to the

Xperience screens through custom .NET programs

• PowerOn Software Development Kit (SDK)

• Contains the required libraries for integration

• Documentation of the SDK

• Visual Studio Templates and sample code

• PowerOn Test Tool

© 2015 Jack Henry & Associates, Inc.

PowerOn for Core Director

© 2015 Jack Henry & Associates, Inc.

• USPS Zip code lookup

• Produce UPS or Fedex shipping labels

• Order checks

• Credit card info in inquiry

• Image/Archive system integration

• GeoCoding

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Potential uses for Core Director Power On

© 2015 Jack Henry & Associates, Inc.

PowerOn for Core Director

• PowerOn Marketplace

• Buy, Sell, Share PowerOns

• Expecting Availability May 2016

© 2015 Jack Henry & Associates, Inc.

PowerOn MarketPlace

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Branch Anywhere

• Branch Anywhere™ is the first JHA companion app

• Powered 100% by jXchange™

• Faster time to market

• Complementary Product Integration

• Synergy Document Imaging

• 4|sight™

• jhaPassPort™

• NetTeller®

• Synapsys® CRM

• iPay

© 2015 Jack Henry & Associates, Inc.

Branch Anywhere

© 2015 Jack Henry & Associates, Inc.

Branch Anywhere

© 2015 Jack Henry & Associates, Inc.

Branch Anywhere

© 2015 Jack Henry & Associates, Inc.

Reminder – Submit your Questions now

through the Chat box on the Webex.

We’ll answer as many as we can

at the end of the presentation

© 2015 Jack Henry & Associates, Inc.

Susan GeissGeneral Manager

Jack Henry Banking Operations

© 2015 Jack Henry & Associates, Inc.

Improve the efficiency

of your bank

© 2015 Jack Henry & Associates, Inc.

What is jhaEnterprise Workflow?

This software is designed to provide you with the tools to take various business processes, evaluate, document, and automate the outcome of the process

Standardizing your processes keeps you consistent with bank policy, regulatory requirements, and creates visibility for bank management

Let’s look at an example……..

© 2015 Jack Henry & Associates, Inc.

Think about all of the steps needed to setup a new

employee within your bank

• Network access

• Workstation

• Phone

• Email

• Paper work to be tracked and completed

• Classes to take…….

New Employee Workflow Example…..

© 2015 Jack Henry & Associates, Inc.

New Loan Employee

HR

Welcome Packet

Required Forms to Sign

Send packets to Hiring Manager

IT Create Access to applications

Create Email address

Form sent to Hiring Manager

for review

Add to email distribution lists

Training

Facilities Create Workstation and phone extension

Send information to Hiring Manager

New Employee Example:

© 2015 Jack Henry & Associates, Inc.

Teller/CSR opens eformto complete

Address Change Form

Customer esign’s

document

Customer Record is

automatically updated in

Core System

Message sent to Deposit

Ops to validate change

Customer Address Change Example

© 2015 Jack Henry & Associates, Inc.

Benefits include:

• Automated Processes are efficient and run MUCH faster than manual tasks

• Error Free - Processes are ran the exact same way each time

• Audit log – who did what, when, and where

• Optimizing resources – knowing who is available to work tasks assigned to a business role

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jhaEnterprise Workflow

© 2015 Jack Henry & Associates, Inc.

Help me build a

strategy to…..

© 2015 Jack Henry & Associates, Inc.

• New Group within Banking Operations with focus on:

‒ Technology

o Planning

o Rollout

o Resource Augmentation

‒ Consulting

o Vendor Management

o IT Planning / Strategy

o Best Practices Review

o Product Strategy / Planning

jhaClient Services

© 2015 Jack Henry & Associates, Inc.

• Goal to provide Bank with Technology Planning and Guidance for the next 12 – 24 months

‒ Review Existing Products and Services

‒ Technology Strategic Direction

• Engagement includes:

‒ Pre-Onsite Questionnaire

‒ Onsite review

‒ Planning Meeting

‒ Review Meeting

‒ Findings and Recommendation Documentation

Technology Planning

© 2015 Jack Henry & Associates, Inc.

• Goal

‒ We want a strategy to deploy Banno Front End and Mobile

with BranchAnywhere to make my personnel mobile and

while we work with the customer we want them to sale our

new consumer iPay strategy

‒ Client Services would engage to build the plan to build the

Bank’s strategy to engage, plan, develop, and deploy this

channel to its customer base

Channel Strategy Example

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I want my customer experience to be……

© 2015 Jack Henry & Associates, Inc.

Branch Anywhere

© 2015 Jack Henry & Associates, Inc.

Channel Consistency

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How Do I Get Started?

© 2015 Jack Henry & Associates, Inc.

Contact your Account Executive or Customer Relationship Manager

Engage jhaClient Services

Planning Session

Create Strategy

Rollout Plan / Resource

1

2

3

4

5

© 2015 Jack Henry & Associates, Inc.

Str

ate

gy Technology Infrastructure

New Products

Resource Augmentation

Thank You for your time and Attention

© 2015 Jack Henry & Associates, Inc.

• We highlighted various features of …

• Branch Anywhere

• jhaEnterprise Workflow

• PowerOn

• Xperience

• How to implement the new technology

In Review

© 2015 Jack Henry & Associates, Inc.

Submit your Questions now

through Webex.

© 2015 Jack Henry & Associates, Inc.

• Stacey Zengel – szengel@jackhenry.com

• Sue Geiss – sgeiss@jackhenry.com

• Kevin Sligar – ksligar@jackhenry.com

• Roxanne Snowden – rsnowden@jackhenry.com

• Clint Rader – crader@jackhenry.com

• Joel Thomas – joelthomas@jackhenry.com

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Contact Information