jha get smartsm - jack henry banking get smart... · +jha get smart at a glance + jha get smart is...
TRANSCRIPT
JHA GET SMARTSM
+ INTRODUCING JHA GET SMARTSM
Your bank has made significant investments in the sophisticated products and services provided by Jack Henry Banking. But considering the complexities of today’s core and complementary banking solutions, most banks use approximately 60% of the functionality available in their existing technology platforms. Regulatory-driven and functional system enhancements, personnel changes, time restraints – there are many reasons you might not be maximizing technology already at your fingertips.
Based on the strategic goal of helping our bank clients optimize their Jack Henry Banking technology and operate more efficiently, we’re introducing JHA Get SmartSM.
JHA Get Smart is a complimentary, optional education-based product certification program that enables in-house and outsourced banks to formally certify designated employees on their core system and key complementary solutions. These certifications are intended to identify and train resident solution experts that can help optimize the day-to-day use and benefits realized from Jack Henry Banking’s dynamic products and services. The certification program offers a new curriculum distinct from the Know-It-All courses available from Jack Henry University. JHA Get Smart also rewards banks for participating in specific engagement activities.
| 1 |
JHA GET SMARTSM
Participating banks are required to certify on their respective core system – SilverLake System®, CIF 20/20®, or Core Director®. Optional certifications on the following complementary solutions enable banks to earn additional points and greater core maintenance/core processing discounts:
• NetTeller®
• jhaPassPort Direct™ or jhaPassPort.pro™
• Synergy Document Management™ – in-house installations and Synergy Express™ outsourced implementations • 4|sight™ Item Imaging – in-house installations • Vertex Teller Automation System™
• Vertex Teller Capture™
• Core Director® Teller™
• Core Director® Teller Capture™
The engagement activities included in JHA Get Smart are:
• Attending the annual Banking Educational Conference (BEC) • Attending the annual CEO Executive Forum • Contracting for an Intellix Consulting™ operational assessment – available for SilverLake System®, CIF 20/20®, Core Director®, NetTeller®, the Vertex Teller Automation System™, jhaPassPort™, and Synergy Enterprise Content Management™ • Obtaining a Know it all NOW eLearning subscription
JHA Get Smart replaces the Partner Rewards program introduced 10 years ago and the available discounts on Qualified Complementary Products (QCPs).
+ CORE SYSTEM DISCOUNTS
>>
| 2 |
Participating banks can accrue points for fee discounts on core
system maintenance (in-house clients) or core processing services
(OutLink clients).
If you are an in-house client and participate in the JHA Get Smart program, you’ll accrue points that can translate into core system maintenance fee discounts. These discounts will be reflected in the annual maintenance billing for the period of July 2016 through June 2017. OutLink clients who participate in the Get Smart program earn discounts on core processing services that will be reflected in the monthly billing statements generated in July 2016.
Discounts are calculated based on program points accrued during the annual certification period which begins each April. The minimum number of bank associates required for product-specific certifications and for participation in designated engagement activities are tiered based on your bank’s asset size.
+ PRODUCT-SPECIFIC CERTIFICATIONS
Available Program Points
Jack Henry Banking Solution
Available Program Points
Number of Associate Certifications Required by Bank Asset Size
Up to $250 Million
$250 - $500 Million
$500 Million - $1 Billion
$1 - $5 Billion
$5+ Billion
SilverLake System
5 1 2 3 4 5
CIF 20/20 5 1 2 3 4 5
Core Director 5 1 2 3 4 5
NetTeller 3 1 2 2 3 3
jhaPassPort Direct/ jhaPassPort.pro
3 1 1 2 2 3
Synergy Document Man-agement
2 1 2 3 4 4
4|sight Item Imaging
1 1 1 2 2 3
Vertex Teller Automation / Vertex Teller Capture
2 1 1 2 2 2
Core Director Teller / Core Director Teller Capture
2 1 1 1 2 2
+ CERTIFICATION POINTS AND DISCOUNTS
• Core certification is required for program participation. • Optional complementary solution certifications can be obtained concurrently with the core certification. • Annual certifications are required to qualify for ongoing core maintenance/core processing discounts.• The established annual certification period will begin each April and provides a 12-month certification period. • Additional bank associates can receive complimentary product-specific certifications but additional points will not be awarded. • Each bank within a bank holding company must certify individually. • Certifications are available exclusively for bank employees and not for contractors or consultants supporting specific bank initiatives. • Bank associate certifications that are current (certifications obtained in the current certification year) can be transferred to other Jack Henry Banking client banks if personnel changes occur. • Certification opportunities for additional complementary solutions may be added to the program each year.
| 3 |
+ ENGAGEMENT ACTIVITIES
>>
Available Program Points and the Number of Required Participants by Bank Asset SizeAvailable Program Points
Up to $250 Million
$250 - $500 Million
$500 Million - $1 Billion
$1 - $5 Billion $5+ Billion
Annual Banking Educational Conference (BEC) Attendee
1 1 1 2 2 3
Annual CEO Executive Forum Attendance
1 1 1 1 1 1
Intellix Operational Assessment
2 1 Engagem1ent
Know-It-All NOW 1 1
Intellix operational assessments must be contracted for, performed, and delivered during the annual certification period.
Available Discounts Based on Points Accrued
Points Earned Resulting Core Maintenance/ Core Processing Discount
8 2%
10 4%
12 6%
14 8%
16 10%
18 12%
20 14%
JHA Get Smart discounts are based on standard in-house core maintenance fees. JHA Get Smart discounts cannot be combined with existing discounts.* If you have questions about your bank’s ability to qualify for JHA Get Smart discounts, please contact your Customer Relationship Manager or Account Executive.
+ CERTIFICATION PERIODThe initial certification program will begin April 1, 2015 and all certifications must be completed by March 31, 2016. Discounts earned during the initial certification period begin July 1, 2016.
Initial Certification Begins Initial Client Certification Ends Core System Discounts Begin
April 1, 2015 March 31, 2016 July 1, 2016
+ CERTIFICATION TRAINING JHA Get Smart includes a certification training and testing curriculum developed exclusively for the program and distinct from standard Know it All educational offerings available from Jack Henry University. However, the JHA Get Smart curriculum and required testing are still delivered through the convenient and familiar Jack Henry University, which will also track your certification progress. As a participating bank, a quarterly summary of your certification status will be emailed to your bank’s CEO, key contact, and training coordinator.
| 4 |
1 Engagement
1 eLearning Subscription
| 5 |
JHA GET SMARTSM
+ GET STARTED
+ GET STARTED
Get started by emailing the name and contact information for your training coordinator to [email protected] and searching for “Get Smart” in Jack Henry University to register for the certifications you plan to complete. If you have questions about the JHA Get Smart program, please email Vicki Himes at [email protected] participation in JHA Get Smart is optional, we strongly encourage you to participate and experience the operational and financial benefits this new program has to offer.
Thank you for choosing us as your primary technology partner and for your ongoing loyalty to our solutions.
>>
Based on the strategic goal of helping our bank clients better optimize their Jack Henry Banking
technology and ultimately operate more efficiently, we’re introducing JHA Get SmartSM.
| 6 |
+ JHA GET SMART AT A GLANCE
+ JHA Get Smart is intended to help banks optimize their Jack Henry Banking technology with new levels of resident expertise.
+ JHA Get Smart is a complimentary, optional education-based product certification program that enables in-house and outsourced banks to certify designated employees on their core systems and key complementary solutions. JHA Get Smart also rewards banks for participation in specific engagement activities.
+ Each product-specific certification and participation in designated engagement activities accrue points which translate into core system maintenance fee discounts for in-house clients and maintenance fee equivalent discounts on core processing services for OutLink clients.
+ Program discounts are based on points accrued during each annual certification period, are based on standard in-house core maintenance fees, and cannot be combined with existing discounts.*
+ Core certification is required for program participation.
+ Optional complementary solution certifications can be obtained concurrently with the core certification.
+ Annual certifications are required to qualify for ongoing core maintenance/core processing discounts.
+ The minimum number of bank associates required for product-specific certifications and for participation in designated engagement activities are tiered based on bank asset size.
+ Additional bank associates can receive complimentary product-specific certifications but additional points will not be awarded.
| 7 |
JHA GET SMARTSM
>>
+ Each bank within a bank holding company must certify individually.
+ This certification curriculum and testing is different from the Know-it-All educational offerings.
+ Jack Henry University will be used to deliver the certification curriculum and required testing, and for participating banks to track their certification progress.
+ Participating banks will receive a quarterly summary of current certification status via email.
+ The initial certification period begins April 1, 2015 and ends March 31, 2016.
+ Earned core system discounts begin July 1, 2016.
+ JHA Get Smart replaces the Partner Rewards program introduced 10 years ago and the discounts on the Qualified Complementary Products (QCPs) included in that program.
+ Participation is optional but strongly encouraged based on the operational and financial benefits.
+ Jack Henry & Associates reserves the right to change and/or cancel the JHA Get Smart program at any time. *JHA Get Smart discounts cannot be combined with existing discounts including multi-year maintenance contracts with negotiated discounts.
| 8 |
JHA Get Smart is a complimentary, optional education-based
product certification program that enables in-house and
outsourced banks to certify designated employees on their core
systems and key complementary solutions.
Get started by emailing the name and contact information for your training coordinator to [email protected] and searching for “Get Smart” in Jack Henry University to register for the certifications you plan to complete.
Your bank has made significant investments in the sophisticated
products and services provided by Jack Henry Banking. But
considering the complexities of today’s core and complementary
banking solutions, most banks use approximately 60% of the
functionality available in their existing technology platforms.
Regulatory-driven and functional system enhancements,
personnel changes, time restraints – there are many reasons you
might not be maximizing technology already at your fingertips.
System Capabilities
System Utilization
Conversion 6 months 1 year
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
TotalCapabilities
Conversion 1 year 2 year 3 year
Average Utilization
| 9 |
JHA GET SMARTSMJHA GET SMARTSM
JHA GET SMARTSM