Jack Henry & Associates, Inc. Let’s Talk Synapsyss talk... · • Synergy –Phase 1 GA, Phase 2 e-Sign –est. 2018 • Third Party adoption of JX –ongoing Dates contained in

© 2017 Jack Henry & Associates, Inc.®1 © 2017 Jack Henry & Associates, Inc.®

Let’s Talk SynapsysSeptember 26, 2017

Jack Henry & Associates, Inc.®

© 2017 Jack Henry & Associates, Inc.®2

Presenters

• Mike Kock, Sr Mgr Sftwr Engrg and Svcs

• Kelley Jordick, Mgr Business Consulting/Training


Legal Disclaimer: Dates contained in this presentation are

provided as estimates only and can be changed at any time

at the sole discretion of Jack Henry & Associates, Inc. This

information may not be incorporated into any contract and

should not be relied upon in making purchasing decisions.HANK YO FOR THE

OPPORTUNITY TO

SHARE JHA’S STORY


Agenda

• The "XP" in SynapsysXP

• Synapsys Roadmap

• Enhancement Submission Process (ESP)

• Opportunities for Learning

• Advisory Board

• Synapsys User Group


XPERIENCE FRAMEWORK

CORE SYNAPSYS

SYNAPSYS PLUGIN SYNAPSYS PLUGINFUTURE PLUGINS

SYNERGY, EWFCall Center, ETC...


New Suite Manager Look and Feel


Service or Sales Views Default


Navigation


Clients View


Opportunities View


Events View


Resource Documents


Integration to Document Imaging


Tab Provides Direct Access to Synergy


jhaCall Center Inquiry and Authentication


Successful Caller Authentication


jhaCall Center – Synapsys Integration


…and a Sub-Category


Quick Call Resolution = High Quality Experience

© 2017 Jack Henry & Associates, Inc.®20© 2017 Jack Henry & Associates, Inc.®

Synapsys CRMRoadmap Overview


Overall Themes

• Deeply engrained

• Solution based vs Product based

• Blur lines between applications

• Central provider to many consumers

Dates contained in this document are provided as estimates only and can be changed at any time at the sole discretion of Jack Henry & Associates, Inc.


Enterprise Lynch Pins

• jXchange Services

• Xperience Framework

• Enterprise Eventing

• Enterprise Workflow



jXchange Services

• Synapsys’ Service-enablement Philosophy

• 70+ Services Identified

• Approximately 40 already completed

• Remaining completed through 2018



Xperience

• Synapsys Desktop XP – GA (completed 3 year project)

• Synapsys Plugin – GA with continued ongoing growth

• Synapsys Config Utility – In progress thru 2018

• Synapsys Marketing Manager – 2018-19



Enterprise Workflow

• Based on JX Messages

• Synapsys as a provider – Available/growing

• Synapsys as an initiator of EWF – Service GA

– Contact Events – 2017.3

– Sales Events 2017.4

• Other Events and Referrals after that



Mobile

• Branch Anywhere

• Referrals, Prospects and Service Events – GA

• Sales Events – GA

• Roadmap– Contact Events – 2017.3

– Campaigns and Potential Sales Opportunities

– Activities

– Lobby Tracking

– Suite Manager (subset)Dates contained in this document are provided as estimates only and can be changed at any time at the sole discretion of Jack Henry & Associates, Inc.


Core Integration

• Real-time wrap-up in Call Center – 2018

• Real-time Service Events – 2018

• New Customer/Member/Account real-time awareness

– Banking – GA (requires core SL/2020 2017)

– Credit Unions – 2018



Large Feature Changes

• Enterprise Notification System – 2017.3

• Two-way Integration with Outlook – Phase 1 2017.4

• PowerOn2/Quest Integration – 2018.2

• Targeted Popups for Opportunities – 2018.3

• PowerOn within Synapsys – Phase 1 2018.4

• Outlook Add-in – late 2018

• Merging Sales Event and Referral features – 2019



Other Feature Changes

• Surveys – Phase 1 via ENS – 2018.3.0

• JHAKnow/Cognos – Dashboards and Analytics 2018

• Synergy – Phase 1 GA, Phase 2 e-Sign – est. 2018

• Third Party adoption of JX – ongoing



Features in Ideation

• “Widgetization” and Modernization of 10-sec View

• ARCU – Dashboards

• Enhanced Member Verification integration

• Scripting


© 2017 Jack Henry & Associates, Inc.®31© 2017 Jack Henry & Associates, Inc.®

Synapsys CRMESP

Opportunities for Learning

Advisory Board

User Group


Enhancement Submission Process (ESP)

3 Phases

• Submission

• Discussion

• Voting

ESP Access

• Access Client Portal>Collaboration>Enhancement Submission Process

• Contact your organization’s Administrator to request access.

• Email [email protected] with questions.
















Advisory Board

Consists of 16 organizations. Lead and managed by the AB.

Teresa Woodie at Coastal FCU, President

[email protected]

Gail Garlington at American Airlines FCU, Vice President

[email protected]

Jake McCarty at Washington Trust Bank, Secretary

[email protected]

mailto:[email protected]




Synapsys User Group

An informal group of 150 +/- Synapsys users who connect

with each other with questions and ideas.

Anna Recene at Peoples Security Bank

[email protected]

Hope Sellars at Citizens National Bank

[email protected]




Thank You!