Let TellerElite Show Your Bank the Business Potential of Your Teller Line. Steve White, Development Manager May 24, 2017

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1 Let TellerElite Show Your Bank the Business Potential of Your Teller Line Steve White, Development Manager May 24, 2017

2 The Future of the Branch with TellerElite Modern Banking Trends Offer a high tech banking experience that still feels personal Offer multiple banking channels to customers (online, mobile, ATM and brick and mortar) Allow universal staff to service customers no matter what the need Open Environment - Designed to promote a conversation with the customer Location Design Kiosks Concierge Education center Community space Automation TCD/TCR Tablets Paperless

3 What is TellerElite? Point of Entry Capture Provides validation and settlement of the transaction quickly Teller Capture Checks are imaged right at the teller line Creates virtual tickets Eliminates the need for handwritten paper tickets and deposit slips Available in traditional (non-capture), capture or both Fully integrated to BancPac 3

4 Advantages of TellerElite Increase Income Decreased Paper Costs Better Customer Experience Point of Entry Fraud Identification 4

5 Advantages of TellerElite Upgraded security Automated Item Processing Integration Fully balanced, exception free transaction settlement Automated image exchange with item processing center Improved application migration from TellerPlus Enhanced Remote Override Functionality 5

6 Advantages of TellerElite Improved User Experience Transaction configuration for standard user interface Ability to group similar items together 6

7 Advantages of TellerElite Transaction Entry with Teller Capture Customized Virtual Tickets Customized Transaction Sets Multiple fee tiers 7

8 Advantages of TellerElite Flexible Transaction Handling Multiple cash drawers Multiple monetary instruments in one transaction 8

9 Advantages of TellerElite Flexible Transaction Handling Unlimited multiple transaction support Option to require a transaction memo to be entered 9

10 Advantages of TellerElite Signature Capture 10

11 Advantages to TellerElite Cash Devices Options Dispensers Recyclers Coin Dispensing Supported Brands ARCA Burroughs Diebold Glory NCR Talaris Integrated device interaction Balancing through TellerElite 11

12 Advantages to TellerElite

13 TellerElite Roadmap 13

14 CTR/Regulatory Reporting Ability to save the OFAC query and response returned New report - Accts without an owner New report - Orgs without accounts New report - Cash transactions by transactor New report - Cash transactions by account New filter options for Cash Transactions by Owner report Prompt user when CTR exemptions expire 14

15 Screen/Usability Improvements Virtual Memo Required Allow Printing of Virtual Memos on receipt Add payment due value in host display for loan accounts Ability to reprint final balance sheet Add bank level option to automate EOD process Increase characters for Cashier s Checks Add transaction source to reports Reason field option for cash adjustments Option to automatically generate a force difference ticket for a teller OOB at EOD Option to sort currency prior to coin on cash count screen Support for BancPac s new host interface Improvements for offline database deployment Remote Override Phase 1 15

16 CTR/Regulatory Reporting Ability to require transactor information on all transactions Ability to see details of a transaction that make up a CTR Ability to produce a combined 1099INT when multiple savings bonds are redeemed Add additional hold prompts to help with Reg CC 16

17 Customer Information Display all information related to alerts Support customers with foreign TINs 17

18 Screen/Usability Improvements View original info from Journal Research Add an entry to see that OFAC was run on the journal Force Close a teller drawer Only print first name of teller on receipts Remote Override Phase 2 Add an option for AND or OR to print on an official document between payees Add New button for drawer setup Add Remove button for printer from a document 18

19 Processing and Reporting Add a Batched Item Indicator/report for Teller Standard. Modify Transaction Volume Report to add daily transaction total Ability to zoom for photo ID s Exclude the OD limit amount from the account balance that prints on receipts and available balance 19

20 CTR/Regulatory Reporting and Customer Add a threshold for OFAC as well as reason for override Add large dollar exception holds Display the customer account number on the transaction journal 20

21 Screen/Usability Improvements Ability to search by License ID Option to disable official check numbers already used and voided Print the loose, strapped, and rolled totals on the balance screens Print reason code on correction item End of Day improvements Show progress of X937 build on EOD screen Add option to generate X937 balance report on EOD screen when the build is complete Option to resend X9 report Option to test addresses Create stop payment and deposit correction forms 21

22 Candidates CTR/Regulatory Redesign transactor data entry screen. Ability to print all items included in CTR e-file from the e-file screen. Report for NAICS code Exceptions between TellerElite and BancPac. 22

23 Candidates Screen/Usability Improvements Debit/PIN Authentication Deployment Improvements Support TellerPlus Migration tool for existing TellerElite Ability to merge customer records 23

24 Candidates Processing/Infrastructure Support Glory RBG 100 Recycler Ability to do an Account Inquiry if host is online and database is offline Display only session linked to current user if multiple sessions are open 24

25 Summary Efficient transaction processing Less time spent itemizing and keying in transactions More face-time with the customer an opportunity to cross-sell or answer questions Error identification and correction upfront Less time researching and resolving transaction issues Virtual elimination of IP correction and item handling expenses Tighter integration with FIS partner solutions BeB OFAC integration BeB Positive Pay integration Connections CRM integration Recommendations and cross-selling at the time of transaction Future integration with FIS Content Management Universal imaging solution (Signature Card, ID Cards, etc.) 25

26 Our bank started using TellerElite in late Since that time we have recognized significant cost savings as a result of the use of virtual tickets within TellerElite. It was surprising to us how much money we were spending on cash ins and cash outs every month. The ability to create virtual withdrawals was added in mid-2015 and this feature has provided even more expense reductions for us. Additionally, the reporting and research functions within TellerElite have proven to be very useful and helpful in day to day operations. We have used those research capabilities to rapidly resolve teller outages and also in fraud related cases. We also were able to eliminate ½ an FTE since it was no longer necessary to work with proof corrections on day 2. Our internal IT support staff fields significantly fewer support calls for TellerElite versus TellerPlus. While CTR filings are problematic no matter what teller system is being used we find the problems are much less pronounced in TellerElite. We would definitely make the same decision to move to TellerElite if we were in that position again. Steve Mullens, Executive Vice President First National Bank of Central Texas 26

27 Thank You