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Optimizing the Customer User Interface

Optimizing the Customer User Interface. John Snyder Kim Weber. What Is the Customer User Interface?. Wholesale Oriented Online Cash Management For Commercial Customers Sometimes Tiered Small Business Enterprise Single Portal For All Functions Common Look and Feel Throughout

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Optimizing the Customer User Interface

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  1. Optimizing the Customer User Interface John Snyder Kim Weber

  2. What Is the Customer User Interface? • Wholesale Oriented Online Cash Management • For Commercial Customers • Sometimes Tiered • Small Business • Enterprise • Single Portal For All Functions • Common Look and Feel Throughout • The Front End for T-Recs Functionality

  3. Industry Players • ACI • Enterprise Banker (fka P&H) • Universal Online Banker (fka S1) • Bottomline • Business Financial Solutions (fka Magnet) • Fiserv • CorillianBusiness Online

  4. Standard Online Banking Services • Balance Reporting (aka Information Reporting e.g., BAI files, Transactions Too) • ACH Initiation (Disbursements, Tax Payments, Child Support Payments) • Wire Initiation • Check Inquiry / Stop Payments • Check Image Retrieval • Positive Pay – Pay / Return Decisions • File Transfers

  5. Enhanced Online Banking Services • Intraday Reporting • ACH Positive Pay • Bank Account Management (BAM) • International Payments • SWIFT Interface • Treasury Management • Functional Integration

  6. Manual Issue Maintenance Issue Updates Issue Files Issue File Uploads Suspect Items Standard Positive Pay Pay/Return Decisions T-Recs Enterprise Final Disposition Internet Banking ACH Positive Pay Authorization Rules Authorization Rules ACH Review Items ACH Positive Pay Pay/Return Decisions Clearing Items Reverse Positive Pay Pay/Return Decisions Output Distribution Reports and Files

  7. Additional Opportunities • Intraday Processing • Real-time Response • ERP Functionality • eBAM

  8. Problems • Limited Front-End Functionality • Cash Management Services Cost

  9. Q&A

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