Product Overview. KIVA Respect 7 unified Teller (ut) Four Key Product Components

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1 Tellers have more personal contact with your customers than any other job function in the organization. Doesn t it make sense for them to play a key role in your customer relationship management (CRM) strategy? Lead generation, referral management, customer satisfaction follow-up and cross-selling are just a few areas that can be positively impacted by your teller staff. The solution provides the full range of teller transaction processing capabilities and much more. With ut, you can preserve your existing teller functionality while introducing: new approaches for customer interaction management; and, an open, flexible platform to support the unification of all service delivery technology. Four Key Product Components Monetary Functions all traditional online teller functions such as deposits, withdrawals, payments and cash management. unified Wrapper Desktop customer relationship profiles, personalized messages for user and customer, sales referrals and performance dashboard. unified Staff Profile (usp) staff profiles for security, authorizations, skills and organizational hierarchy. Single Sign-On (SSO) SSO to multiple applications to streamline information access with the ability to integrate with Active Directory. Monetary Functions Highlights Respect ut provides a full range of transaction processing in both online and off-host situations. The solution also includes a number of administrative functions such as security enforcement, transaction authorization and maintenance of journal files, cash balances and other branch information. ut s base transaction sets provide a comprehensive foundation or design point for developing custom solutions for all branch automation requirements. The base functions include: User friendly GUI intuitive, easy to train and clear sense of processing status. Integration to major core systems SNA, TCP/IP, Web Services and MQ series. Transactions for deposits, withdrawals and payments fast, secure and accurate. Transaction edits and overrides edit all fields, cross-edit multiple fields and value list pop-ups. Override and remote supervisor override capability. KYC/AML compliance for anti-money laundering, BSA, Patriot Act and more. Quick keys set up your top 8-10 transactions for touch of a button access. Multiple navigation options mouse, cursor, transaction IDs and function keys. Graphical journal see transaction screens as they were entered, search in multiple ways. Aid in repairing mistakes and settling end of day quickly.

2 Multi-language support controlled at the user profile. Financial I/O-support utilize multiple financial printer types, card readers and more. Customization tool kit customize your products, processes and rules. Maintain transaction set content to stay competitive in a dynamic market. AM/PM processing allows a teller and/or branch manager to change to tomorrow s business day at a selected time. Deposits taken after that time are considered to be tomorrow s work for posting purposes. Balancing tellers balance by entering the amount for each denomination and comparing it with a count kept by the system. Bin/batch totals provide a facility to manage and track certain types of items. Pop-up calculator display a running total of calculations and post directly into a transaction. Complete cash control maintain a real-time position for each teller as well as the branch vault; track denominations if you choose. File recovery provides off-line support at a workstation level, allowing shared files to be recovered and restored on the local drive. This permits branches to continue to use a workstation during a local area network (LAN) failure or a failure on the file server. Floating teller function allow tellers to move from station to station while maintaining cash drawer control. This is especially valuable when certain windows, such as the drive-up, must remain open. Floor limits for online and off-line each teller can be authorized for limits by transaction and online status to ensure that institution policies are followed. Configurable tables information such as fees, commissions, rates and charges can be centrally or locally maintained and applied to transactions with an option to waive. Audit trails track changes made to operator profiles and system maintenance activities. Teller and supervisor authorizations local and remote override are supported; tellers and supervisors never have to leave their workstations. Multi-tran grouping all the transactions of a particular customer can be grouped as a single transaction, eliminating the need to accept and pay out cash between transactions. Online help available at any step of the transaction. Background host recovery re-establish host sessions automatically if the host link is lost. Multi-currency and foreign exchange processing offer deposit accounts in multiple currencies and maintain FX processing with denomination inventory control. Programmed operator handle host communication procedures automatically by allowing a single keystroke to perform tasks that normally require many; this makes it easy for your staff to display and process information.

3 Security customize to fit your organization at several levels, such as sign-on password requirements or restricting transactions to specific teller or supervisor classes. Transactions rejected for processing because of user defined limits can be automatically sent to a supervisor for local or remote override. Store and forward automatically log transactions to disk when the workstation is off-line, then forward them to the host when online. Teller training mode new tellers can practice in training mode as well as being supported with everything from user-friendly menus to fill-in-the-blank prompts which help new tellers get up to speed. Transaction reversal a transaction defined as reversible, may be reversed immediately from the menu or later from the electronic journal. All totals affected by the transaction are reversed accordingly. Printing of electronic forms drivers and APIs for laser and impact printers give you the flexibility to design and print a broad variety of forms, checks and reports. Business graphics create bar, pie and line graphs dynamically and display them along with text. Optionally, high quality take-home copies of these graphics may be printed for the customer. Presentation graphics support the display of picture graphics. Cash dispenser integration control cash disbursements and/or receipt of cash with all leading cash handling machines. Personalized service and receipts enable tellers to view special notes outside of the core alert system that indicate when a customer has a significant life event occurring that warrants mention. These special notices can even be printed right on the customer s receipt for more personalized service. unified Wrapper Highlights The Respect unified Wrapper extends the sales, service and customer experience management capabilities of your front-line people by wrapping sales and service functions around your existing applications, turning the user s workspace into a multi-purpose dashboard. You can keep their current application active while adding the new functions in a wrap-around window. The Wrapper implementation results in a whole new desktop view that complements their current one and gives them the ability to manage customer interactions in ways that both the teller and the customer will appreciate. Customer profile build a view of the entire relationship and a full contact history through integration with multiple sources of information and multiple applications. Message management create and distribute alerts, sales, service and personal messages across the enterprise for both users and customers. Navigation provide quick links to internal as well as external applications and information sources. Referrals capture prospects with a few clicks and automatically route for follow-up. My dashboard track sales and service activity, the status of referrals and performance against objectives.

4 Case management capture service requests, route and manage service delivery with enterprise workflow and rules-based routing along with escalation rules. Knowledge database maintain responses to frequently asked questions (FAQs) with cut and paste information; search on key words. Enterprise workflow/intelligent routing engage back-office support and special skills across the organization for sales, service and relationship management. Calendaring schedule, tickle, alert, track and escalate. Reporting view online real-time results as well as distribute report forms. Respect integration provide tellers access to Respect unified Contact Center and its multi-channel framework; which makes all product and service channels driven via common business logic and provides true cross-channel capability, including workflow fulfillment with the backoffice team. SSO Highlights Single user profile and password launch and provide access to multiple applications through a single security function. Active directory integration utilize existing enterprise profile directories to streamline access and processing controls. Enable use of multi-factor and biometrics authentication set up policies within the sign-on process for positive identification. usp Highlights Staff profiles build a database of employee profiles, skills, authorities and contact details. Remote user profile management centrally administer and maintain a user profile database. Reset password randomly generate passwords and auto generate update s to users. Organization hierarchy define an unlimited number of levels for maximum flexibility in setting up the organizational hierarchy. Routing utilize organizational hierarchy for defining flexible routing rules on referrals, case management, and escalation procedures. Authorization group/user-based authorization and access rights. Reporting extensive set of reports for user management. Audit audit logs and tracking of changes made to the system.

5 Centralized journal archiving system archive multiple years of the tellers electronic journals for customer and legal research purposes, eliminating paper tapes and the associated storage logistics. Signature cards electronically view digitized images and photos that can be retrieved and presented automatically in the teller window. Deployment Approach KIVA Group s implementation methodology has been developed throughout the more than 25 years that our team has been deploying retail delivery solutions. Our Best Practical Performance approach to capturing your custom business requirements has proven for our customer institutions to be a very efficient and effective aspect of their projects and the key to high user acceptance. We fundamentally believe that only by engaging your user community through partnership, user participation, collaboration and communication can any new technology be successfully deployed. Therefore, we work closely with you and your team to blend the institution s current, day-to-day organizational processes and procedures with our software. As a result, you are able to extract the greatest value from our solutions while preserving your institution s own best practices. This distinct approach ultimately drives a successful deployment and a seamless transition to our technology. For more information about Best Practical Performance and how we kick-off all of our deployment projects please visit Technology Architecture About KIVA Group KIVA Group is a global provider of unified customer interaction and experience management software that helps financial institutions to integrate and optimize their multiple delivery channels to achieve sales success through exceptional service. Respect 7, the company s technology platform and suite of applications, is enabling institutions worldwide to connect the customer, product and services information they need to create a more satisfying experience with each interaction. These teller, branch, internet, call center, IVR, marketing and sales software products can be implemented as point solutions or as part of a strategic initiative to completely unify the enterprise.. KIVA Respect 7 unified Teller Copyright 2011