Synergy Enterprise Contact Management Irene LaFlex, Product Specialist

Transcription

1 Synergy Enterprise Contact Management Irene LaFlex, Product Specialist May 17, Jack Henry & Associates. All Rights Reserved.

2 Synergy Reports Documents Capture Add On Modules Synergy esign Batch Doc Recognition AutoImport Additional Productivity Document Tracking edistribution Power Search Enterprise Workflow

3 More Capture Add On Modules assist AdvancedPDF estorage

4 What is Synergy? Enterprise Content Management System (ECM) Capture Store Maintain Retrieve Incorporates electronic content into an organization s business processes

5 Highlights Over 250 file types Integration with Core Smart Index Realtime Updates Access documents as a function within Core Document Retention/Version Control World Links Synergy Capture Security Features Overlays/Annotations/Notes Report Load Checklist Centrally store all your reports Export features- Full/Partial

6 Statistic Professionals spend 5-15% of their time reading information, but up to 50% of their time looking for it.. Gartner Group

7 JHA Product Integration JHA Cores Silverlake CIF 20/20 Core Director Episys JHA Platforms ARGO Keys ARGO OnTarget Onboard Streamline Complementary Products 4 sight (check Imaging) Cognos Vertex (Teller) Core Director Teller ESI ImageCenter jxchange NetTeller (Internet) Enterprise Workflow Passport RemitPlus Synapsys (CRM) Web Help Xperience Yellow Hammer Fraud

8 ECM Consulting Best Practices Consulting On-site evaluation How do you use Synergy today Where else in your organization could you use Synergy Written evaluation Hardware recommendations Best practices recommendations Hints and tips to maximize your investment 2012 Jack Henry & Associates. All Rights Reserved.

9 jhaenterprise Workflow Irene LaFlex, Product Specialist Presented in Confidence Jack Henry & Associates. All Rights Reserved.

10 What is Workflow? The automation of a business process, in whole or part, during which documents, information or tasks are passed from one participant to another for action, according to a set of procedural rules. -Workflow Management Coalition 2013 Jack Henry & Associates. All Rights Reserved. 10

11 jhaenterprise Workflow Features Automatically distributes activities Dual control Escalate incomplete activities Automatically send notifications Audit all steps of the process both system and user Direct integration into Synergy ECM Direct integration into products employing jxchange Definitions Catalog It s all about automating your policies and processes!

12 Business Process Examples New account opening Accounts Payable New hires Employee termination Rate changes Account maintenance Collections EFT disputes Transfers Stop/Holds Appraisal Request Change of name/address Dormant account update Facilities requests It s all about automating your business processes and policies! Jack Henry & Associates. All Rights Reserved.

13 Synergy Document Tracking Irene LaFlex, Product Specialist May 17, Jack Henry & Associates. All Rights Reserved.

14 Synergy Document Tracking is a complete system for the efficient management of document sets, such as loan portfolios and deposit account documentation, which tracks the need and existence of electronic documents within the document set.

15 Document Tracking Walkthrough Document Tracking - How Are Checklists Maintained? Account Number: Checklist Synergy Electronic Checklist Templates Loan Application Credit Report Note and Disclosure statement Insurance documents Appraisal Deed of Trust Verification of employment (paystub)

16 Document Tracking Reporting With Cognos

17 Cognos Document Tracking Reporting

18 Cognos Document Tracking Reporting

19 Synergy edistribution Irene LaFlex, Product Specialist May 17, Jack Henry & Associates. All Rights Reserved.

20 edistribution Electronically route internal reports and other ECM content electronically Employees Customers Reduces paper Provides additional level of security Electronic docs vs paper that could be more easily altered or copied 20 May 17, Jack Henry & Associates. All Rights Reserved.

21 edistribution 3 Delivery Methods Encrypted PDFs External notification of docs available with link to the bank s internal site Internal notification with links to Open reports and docs using existing security Supports HTML based content 21 May 17, Jack Henry & Associates. All Rights Reserved.

22 Synergy edistribution Use for any report stored in Synergy including Doc Tracking reports and predefined reports Attach PDFs or a link to the reports in Synergy

23 Document Tracking Using edistribution to Customer/Employees

24 esign, isign, esign Web Irene LaFlex, Product Specialist May 17, Jack Henry & Associates. All Rights Reserved.

25 Overview of the Synergy esign Suite Synergy esign = In-Person Synergy isign = In-Person untethered Synergy esignweb = Remote

26 DEMONSTRATION

27 Questions??