MSI Client Conference

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    02-Jun-2015

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<ul><li> 1. AccessDirect and MSIs Complete Solutions Framework Jeff Vetterick, EVP Marketing</li></ul> <p> 2. AccessDirect </p> <ul><li>Master Client-facing Web Portal to all MSI Applications </li></ul> <ul><li>User Profiles &amp; Permissions </li></ul> <ul><li>Widgets</li></ul> <ul><li>Cross-Application Dashboards </li></ul> <ul><li>Launch point for Document and Item Applications </li></ul> <p>AccessDirect Your Knowledge Workers 3. Solutions Framework AccessDirect Your Knowledge Workers iVerify CustomerConnect DigiArk Statements eCSR CheckUP /21 Checks eRDCChecks eiPOD Checks eEIPChecks eRIPDocuments Archive Document Management Applications Checks Archive Item Management Applications 4. Print &amp; Mail Services TransparencyiVerify Raw Data Print Insert Composition Documents Archive Archive Mail 5. Print &amp; Mail Services Transparency </p> <ul><li>Date &amp; Time Stamps </li></ul> <ul><li>Envelope Content </li></ul> <ul><li>Weight, postage, etc. </li></ul> <p>Raw Data Print Insert Composition Documents Archive Archive Mail iVerify 6. iVerify 7. Print &amp; Mail Services Transparency iVerify United States Postal Service Intelligent Mail Barcode Raw Data Print Insert Composition Documents Archive Archive Mail Raw Data Print Insert Composition Documents Archive Archive Mail iVerify 8. Print &amp; Mail Services Transparency iVerify United States Postal Service Raw Data Print Insert Composition Documents Archive Archive Mail Raw Data Print Insert Composition Documents Archive Archive Mail iVerify 9. Print &amp; Mail Services Transparency iVerify United States Postal Service Raw Data Print Insert Composition Documents Archive Archive Mail Raw Data Print Insert Composition Documents Archive Archive Mail iVerify 10. Solutions Framework AccessDirect Your Knowledge Workers iVerify CustomerConnect DigiArk Statements eCSR CheckUP /21 Checks eRDCChecks eiPOD Checks eEIPChecks eRIP Providing Transparency 11. Solutions Framework AccessDirect Your Knowledge Workers iVerify CustomerConnect DigiArk Statements eCSR CheckUP /21 Checks eRDCChecks eiPOD Checks eEIPChecks eRIP Providing Transparency 12. Creating Marketing Value CustomerConnect Banner Advertisements Raw Data Print Insert Composition Documents Archive Archive Mail 13. Creating Marketing Value </p> <ul><li>Banner Maintenance </li></ul> <ul><li><ul><li>Bitmaps, Flash </li></ul></li></ul> <ul><li><ul><li>Maintain Multiple Uploads </li></ul></li></ul> <ul><li><ul><li>Schedule Ad Lifecycle </li></ul></li></ul> <ul><li><ul><li>Target Ads to Customer Lists </li></ul></li></ul> <ul><li>List Maintenance </li></ul> <ul><li>Generate Emails to Lists </li></ul> <p>CustomerConnect 14. Solutions Framework AccessDirect Your Knowledge Workers iVerify CustomerConnect DigiArk Statements eCSR CheckUP /21 Checks eRDCChecks eiPOD Checks eEIPChecks eRIP Providing Transparency Creating Marketing Value 15. Solutions Framework AccessDirect Your Knowledge Workers iVerify CustomerConnect DigiArk Statements eCSR CheckUP /21 Checks eRDCChecks eiPOD Checks eEIPChecks eRIP Providing Transparency Creating Marketing Value 16. Enterprise Document Storage DigiArk Documents Archive Raw Data Print Insert Composition Mail 17. Enterprise Document Storage Documents Archive Composition Statements Notices Invoices Tax Forms DigiArk Your Knowledge Workers 18. DigiArk </p> <ul><li>Perform Boolean Searches </li></ul> <ul><li>Retrieve &amp; View </li></ul> <ul><li>Print </li></ul> <ul><li>Download &amp; Email </li></ul> <ul><li>Export Queries </li></ul> <ul><li>Perform Batch Processes </li></ul> <ul><li>Attach Sticky Notes </li></ul> <p> 19. Enterprise Document Storage Documents Archive Composition Statements Notices Invoices Tax Forms Loan Docs Signature Cards Reports (COLD) Scanned Images DigiArk Text Images (.jpg, .tif, etc.) MS Office Apps Legacy Apps iVerify Your Knowledge Workers 20. Enterprise Document Storage Documents Archive Composition Statements Notices Invoices Tax Forms Loan Docs Signature Cards Reports (COLD) Scanned Images DigiArk Text Images (.jpg, .tif, etc.) MS Office Apps Legacy Apps 21. Solutions Framework AccessDirect Your Knowledge Workers iVerify CustomerConnect DigiArk Statements eCSR CheckUP /21 Checks eRDCChecks eiPOD Checks eEIPChecks eRIP Enterprise Document Archive/Research Providing Transparency Creating Marketing Value 22. Solutions Framework AccessDirect Your Knowledge Workers iVerify CustomerConnect DigiArk Statements eCSR CheckUP /21 Checks eRDCChecks eiPOD Checks eEIPChecks eRIP Enterprise Document Archive/Research Creating Marketing Value Providing Transparency 23. Statements e andStatements eCSR Statements eCSR Print Insert Documents Archive Mail Your Website Statements e Your Customers SSO Raw Data Composition 24. Statements eInterface </p> <ul><li>Database Driven (not PDF) </li></ul> <ul><li>Fidelity to Printed Statement </li></ul> <ul><li>Fluid, Flash -based user experience. </li></ul> <ul><li>Dynamic.Fast. </li></ul> <ul><li>Completely text-searchable across history </li></ul> <ul><li>Integrated Notices </li></ul> <p>Statements eis particular view of the DigiArk Document Database optimized for e-Statements 25. Statements e andStatements eCSR Statements eCSR Print Insert Documents Archive Mail Your Website Statements e Your Customers SSO Raw Data Composition 26. Statements eCSR </p> <ul><li>Manage Enrollment </li></ul> <ul><li>Block Access </li></ul> <ul><li>Brand with Themes </li></ul> <ul><li>Tailor default emails </li></ul> <ul><li>Add Menus/Content </li></ul> <ul><li>Modify Disclosures </li></ul> <ul><li>Get Usage Reports </li></ul> <p>Statements eCSR allows you to tailor the Consumers eStatement view. </p> <ul><li> Query and Shadow </li></ul> <p> 27. Statements e andStatements eCSR Statements eCSR Print Insert Documents Archive Mail Raw Data Composition Your Website Statements e Your Customers SSO 28. Solutions Framework AccessDirect Your Knowledge Workers iVerify CustomerConnect DigiArk Statements eCSR CheckUP /21 Checks eRDCChecks eiPOD Checks eEIPChecks eRIP Enterprise Document Archive/Research Creating Marketing Value Providing Transparency Complete e-Statement Administration 29. Solutions Framework AccessDirect Your Knowledge Workers iVerify CustomerConnect DigiArk Statements eCSR CheckUP /21 Checks eRDCChecks eiPOD Checks eEIPChecks eRIP Complete eStatement Administration Enterprise Document Archive/Research Creating Marketing Value Providing Transparency 30. Solutions Framework CheckUP /21 CheckUP and CheckUP 21 Documents Archive Raw Data Composition Checks Archive Your Knowledge Workers 31. CheckUP 21 </p> <ul><li>Perform Boolean Searches </li></ul> <ul><li>Retrieve &amp; View </li></ul> <ul><li>Print </li></ul> <ul><li>Download &amp; Email </li></ul> <ul><li>Export Queries </li></ul> <ul><li>Perform Batch Processes </li></ul> <p> 32. Solutions Framework AccessDirect Your Knowledge Workers iVerify CustomerConnect DigiArk Statements eCSR CheckUP /21 Checks eRDCChecks eiPOD Checks eEIPChecks eRIP Complete eStatement Administration Enterprise Document Archive/Research Creating Marketing Value Providing Transparency Enterprise Check Archive/Research 33. Solutions Framework AccessDirect Your Knowledge Workers iVerify CustomerConnect DigiArk Statements eCSR CheckUP /21 Checks eRDCChecks eiPOD Checks eEIPChecks eRIP Complete eStatement Administration Enterprise Document Archive/Research Creating Marketing Value Providing Transparency Enterprise Check Archive/Research 34. Checks eItem Processing Suite Checks Archive Legacy Item Processing System Core Processing System Federal Reserve Checks eRDCChecks eiPOD Checks eEIPChecks eRIPOutgoing Returns IncomingReturns Deposits Deposits Posting file Exceptions File Re- Deposits Chargeback Notices Remote Depositors Branches 35. Checks eItem Processing Suite Checks Archive Core Processing System Federal Reserve Checks eRDCChecks eiPOD Checks eEIPChecks eRIPOutgoing Returns IncomingReturns Deposits Posting file Exceptions File Re- Deposits Chargeback Notices In- clearings Remote Depositors Branches 36. Solutions Framework AccessDirect Your Knowledge Workers iVerify CustomerConnect DigiArk Statements eCSR CheckUP /21 Checks eRDCChecks eiPOD Checks eEIPChecks eRIP 37. MSI Solutions Framework </p> <ul><li>Integrated Solutions Platform</li></ul> <ul><li><ul><li>for future Integrated Applications </li></ul></li></ul> <ul><li><ul><li>Not point solutions </li></ul></li></ul> <ul><li><ul><li>Consistent User Interface conventions </li></ul></li></ul> <ul><li><ul><li>Apps Merge Paper and Electronic worlds on both the generation and capture sides. </li></ul></li></ul> <ul><li><ul><li>Centralized auditing and User Admin </li></ul></li></ul> <ul><li>AccessDirect will continue to evolve </li></ul> <ul><li><ul><li>Intranet functionality </li></ul></li></ul> <ul><li><ul><li>New applications that leverage data stores </li></ul></li></ul> <p> 38. Thank You</p>