Solutions Summit 2014 Optimizing the Customer User Interface John Snyder Kim Weber
Optimizing the Customer User Interface
Jan 02, 2016
Optimizing the Customer User Interface. John Snyder Kim Weber. What Is the Customer User Interface?. Wholesale Oriented Online Cash Management For Commercial Customers Sometimes Tiered Small Business Enterprise Single Portal For All Functions Common Look and Feel Throughout - PowerPoint PPT Presentation
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Solutions Summit 2014
Optimizing the Customer User
Interface
John Snyder
Kim Weber
Chesapeake System Solutions, Inc. • Proprietary and Confidential
What Is the Customer User Interface?• Wholesale Oriented Online Cash Management• For Commercial Customers• Sometimes Tiered
• Small Business• Enterprise
• Single Portal For All Functions• Common Look and Feel Throughout• The Front End for T-Recs Functionality
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Industry Players• ACI• Enterprise Banker (fka P&H)• Universal Online Banker (fka S1)
• Bottomline• Business Financial Solutions (fka Magnet)
• Fiserv• Corillian Business Online
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Standard Online Banking Services • Balance Reporting (aka Information Reporting e.g., BAI
files, Transactions Too)• ACH Initiation (Disbursements, Tax Payments, Child
Support Payments)• Wire Initiation• Check Inquiry / Stop Payments• Check Image Retrieval• Positive Pay – Pay / Return Decisions• File Transfers
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Enhanced Online Banking Services
• Intraday Reporting• ACH Positive Pay• Bank Account Management (BAM)• International Payments• SWIFT Interface• Treasury Management• Functional Integration
Chesapeake System Solutions, Inc. • Proprietary and Confidential
T-RecsEnterpri
se
ACH Positive Pay
Manual Issue Maintenance
Issue Updates
Issue Files
Suspect Items
ACH Review Items
Authorization Rules
Final Disposition
Pay/Return Decisions
Reports and Files
Clearing Items
Pay/Return Decisions
Pay/Return Decisions
ACH Positive Pay Authorization Rules
Reverse Positive Pay
Standard Positive Pay
Output Distribution
Issue File Uploads
Inte
rnet B
an
kin
g
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Additional Opportunities
• Intraday Processing• Real-time Response• ERP Functionality• eBAM
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Problems
• Limited Front-End Functionality• Cash Management Services Cost
Q&A
Related Documents
