iBank V5Shelly Bowman Amanda Maldonado

Agenda Introductions

Myths Dispelled

Benefits

Session overview and closing remarks

Questions and Answers

Who is using it?

• Over 6000 user’s

• Over 100 Cornerstone Customers

• All new Cornerstone Customers

Myths of iBank V5• The URL is different?

– You can visit https://apps.ciswired.com/?demo

• Reports are different?– The interface is different but the output is

the same.• Broadcast Functionality is different?

– Options and selections are exactly the same although the interface has changed.

• I have to rebuild my reports?– No

Myths of iBank V5• Do I have to migrate all my users?

– Yes, we can start out with selected users. However, we would like to see all additional user’s migrated within 30 days.

• Are you sunsetting iBank V4?– Yes, we will be completing migrations

hopefully by the end of 2014.

• Site and User Administration has changed?– Yes, there are a few changes.

Benefits of iBank V5Box View

Search for reports

Search for filters

Notification Center

Ranking Order

Get more information

Other Benefits• Custom Reports are now available in

most browsers not just in IE• User Settings – Administration tab

configuration• Naming convention changes – Account

number vs Customer Number

Questions and Answers