core director 2:00 p.m. ct the foundation for your future ... director... · core director ® –...
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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….
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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!
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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
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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
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Kevin’s Top 10 Favorite Xperience Experiences!
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#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
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#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
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#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
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Core Director Teller
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Other JHA products available now in Xperience
Synapsys CRM
© 2015 Jack Henry & Associates, Inc.
Other JHA products available now in Xperience
Synergy Imaging
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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
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PowerOn for Core Director
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• 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
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PowerOn for Core Director
• PowerOn Marketplace
• Buy, Sell, Share PowerOns
• Expecting Availability May 2016
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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
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Improve the efficiency
of your bank
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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……..
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Think about all of the steps needed to setup a new
employee within your bank
• Network access
• Workstation
• Phone
• Paper work to be tracked and completed
• Classes to take…….
New Employee Workflow Example…..
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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:
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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
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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
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Help me build a
strategy to…..
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• 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……
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Branch Anywhere
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Channel Consistency
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How Do I Get Started?
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Contact your Account Executive or Customer Relationship Manager
Engage jhaClient Services
Planning Session
Create Strategy
Rollout Plan / Resource
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© 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 – [email protected]
• Sue Geiss – [email protected]
• Kevin Sligar – [email protected]
• Roxanne Snowden – [email protected]
• Clint Rader – [email protected]
• Joel Thomas – [email protected]
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Contact Information