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Next Generation of Online Banking and Bill Pay
2© 2010 – Proprietary & Confidential
The Next Generation of Online Banking and Bill Pay is Here!
3© 2010 – Proprietary & Confidential
My Accounts
4© 2010 – Proprietary & Confidential
My Accounts: Accounts Summary
5© 2010 – Proprietary & Confidential
My Accounts: Accounts Summary
6© 2010 – Proprietary & Confidential
My Accounts: Accounts Summary
7© 2010 – Proprietary & Confidential
My Accounts: Accounts Summary
8© 2010 – Proprietary & Confidential
My Accounts: Accounts Summary
End-users will have Quick Links on every screen that will allow them to quickly maneuver to key screens.
Add Payee – The End-user will be directed to the add payee screen.
Make A Payment – The End-user will be directed to the payment center.
View Demo – The End-user will be able to view a demo of the online banking and bill pay product.
9© 2010 – Proprietary & Confidential
My Accounts: Accounts Summary
10© 2010 – Proprietary & Confidential
My Accounts: Accounts Summary
The Help option will display information that is specific to the screen the End-user is on.
11© 2010 – Proprietary & Confidential
My Accounts: Accounts Summary
Just as you do today, your Financial Institution will still have the ability to display Global Messages to all End-users at the bottom of the My Accounts screen.
Note: To learn more on how to display global messages to your end-users please go to the client forum and listen to the “QRC Marketing Utilities” recorded training.
12© 2010 – Proprietary & Confidential
My Accounts: Account Activity
13© 2010 – Proprietary & Confidential
My Accounts: Account Activity
14© 2010 – Proprietary & Confidential
My Accounts: Account Activity
15© 2010 – Proprietary & Confidential
My Accounts: Transaction Detail
16© 2010 – Proprietary & Confidential
My Accounts: View Check
17© 2010 – Proprietary & Confidential
My Accounts: View Check
18© 2010 – Proprietary & Confidential
My Accounts: View Check
19© 2010 – Proprietary & Confidential
My Accounts: Account Activity
20© 2010 – Proprietary & Confidential
My Accounts: Account Activity
21© 2010 – Proprietary & Confidential
My Accounts: Account Activity
22© 2010 – Proprietary & Confidential
My Accounts: Account Activity
23© 2010 – Proprietary & Confidential
My Accounts: Online Activity
24© 2010 – Proprietary & Confidential
My Accounts: Online Activity
25© 2010 – Proprietary & Confidential
My Accounts: Online Activity
26© 2010 – Proprietary & Confidential
My Accounts: MoneyHQ
27© 2010 – Proprietary & Confidential
Transfers: New Transfer
28© 2010 – Proprietary & Confidential
Transfers: Transfer Activity
29© 2010 – Proprietary & Confidential
Transfers: External Transfers
30© 2010 – Proprietary & Confidential
Transfers: Add Interbank Account
31© 2010 – Proprietary & Confidential
Bill Pay: Payment Center
32© 2010 – Proprietary & Confidential
Bill Pay: Payment Center / Pay A Bill
33© 2010 – Proprietary & Confidential
Bill Pay: Payment Center / Pay A Bill
34© 2010 – Proprietary & Confidential
Bill Pay: Payment Center / Pay Multiple Bills
35© 2010 – Proprietary & Confidential
Bill Pay: Payment Center / Pay Multiple Bills
36© 2010 – Proprietary & Confidential
Bill Pay: Payment Center / Pay Multiple Bills
37© 2010 – Proprietary & Confidential
Bill Pay: Payment Center / Pay Multiple Bills
38© 2010 – Proprietary & Confidential
Bill Pay: Payment Center / Pay Multiple Bills
39© 2010 – Proprietary & Confidential
Bill Pay: Payment Center / Pay Multiple Bills
40© 2010 – Proprietary & Confidential
Bill Pay: Payment Center / Pay Multiple Bills
End-users will now have the ability to add a memo (note to self) to each of their payments. This memo will not appear on the actual payment to the merchant. The End-user will be able to view this memo within Online Activity
41© 2010 – Proprietary & Confidential
Bill Pay: Payment Center / Pay Multiple Bills
42© 2010 – Proprietary & Confidential
Bill Pay: Payment Center / Pay Multiple Bills
43© 2010 – Proprietary & Confidential
Review Payment Screen
The End-user will be presented with the review payments screen each time they submit a new payment. They must click on the “Submit” button in order for their payment(s) to be submitted.
Note: This screen is replacing the two-step logout and session summary screen.
44© 2010 – Proprietary & Confidential
Review Payment Screen
The End-user will be presented with the Send On date for each of their payments on this screen. This is the date the funds will be deducted from their account.
45© 2010 – Proprietary & Confidential
Review Payment Screen
46© 2010 – Proprietary & Confidential
Debit Impacts
Going forward, in order to ensure a consistent experience for end-users when scheduling payments, the “Send On” date calculated by the online service for standard payments will always be the latest available debit date that will allow Online Resources to deliver the payment on-time. As a result of this debiting logic, Online Resources will no longer perform weekend debits to end-user accounts for standard bill payments.
Please note: if offered by your Financial Institution, Expedited Payments are not impacted by this debit timing change.
Payments that your end-users have scheduled as of the date of your release will not be changed to the new “Deliver By” scheduling methodology. The “Send On” date originally entered by the end-user (even if it is a weekend day) and the corresponding “Deliver By” date for their payments will remain in effect and will be used to debit and remit the payment.
47© 2010 – Proprietary & Confidential
Bill Pay: Online Activity
48© 2010 – Proprietary & Confidential
Bill Pay: Online Activity
49© 2010 – Proprietary & Confidential
Bill Pay: Payment Activity
50© 2010 – Proprietary & Confidential
Bill Pay: Payees
51© 2010 – Proprietary & Confidential
Bill Pay: Payees
52© 2010 – Proprietary & Confidential
Bill Pay: Payees
53© 2010 – Proprietary & Confidential
Bill Pay: Payees
End-users will now have the ability to update their payee’s addresses online.
54© 2010 – Proprietary & Confidential
Bill Pay: Payees
55© 2010 – Proprietary & Confidential
Bill Pay: Payees – Add A Payee
56© 2010 – Proprietary & Confidential
Bill Pay: Payees – Add A Payee
By popular request from our clients, the Payee Nickname field has been expanded to 25 characters.
57© 2010 – Proprietary & Confidential
Bill Pay: Payees – Add A Payee
58© 2010 – Proprietary & Confidential
Bill Pay: Payees – Add A Payee
59© 2010 – Proprietary & Confidential
Bill Pay: Payees – Adding An Individual
60© 2010 – Proprietary & Confidential
Bill Pay: Payees – Adding An Individual
61© 2010 – Proprietary & Confidential
eBills
62© 2010 – Proprietary & Confidential
eBills
63© 2010 – Proprietary & Confidential
eBills
64© 2010 – Proprietary & Confidential
Account Services: Services
The options presented on the Account Services tab have been streamlined and organized into End-user-friendly categories.
65© 2010 – Proprietary & Confidential
Account Services: Manage Alerts
66© 2010 – Proprietary & Confidential
Manage Alerts: eBill Alerts
67© 2010 – Proprietary & Confidential
Consumer Education Campaigns
68© 2010 – Proprietary & Confidential
Just for You!
Thank you for attending this valuable training webinar!
To show our appreciation for your attendance, each employee who attended today’s training is eligible to enter a free sweepstakes,
courtesy of Online Resources!
Simply send your name, your financial institution name and number, and your business mailing address to:
The winner will receive a $2,500 credit towards the purchase of a new product or service from Online Resources*!
Thank you again for attending - we appreciate your business!
* Winner will be selected at random on July 30, 2010. Credit must be used by December 31, 2010.
Welcome to the New Generation of Online Banking and Bill Pay!
MoneyHQ Enhancements
71© 2010 – Proprietary & Confidential
MoneyHQ Enhancements
Enhanced MoneyHQ integration and removal of MoneyHQ tab
New MoneyHQ home page
More prominent display and integration of the MoneyHQ Account Aggregation feature
Convenient new location of MoneyHQ account details
Streamlined Account to Account/External Transfer process
Ability for end users to now conduct future and recurring Account to Account/External Transfers
Expansion of eBills to all online bill payers and better integration of eBills with your online bill payment service
Sunset of the MoneyHQ People Payments (P2P) feature
Improved integration of MoneyHQ balance and eBills alerts
More prominent display of the Personal Finance Manager feature (spending reports)
72© 2010 – Proprietary & Confidential
My Accounts: MoneyHQ
73© 2010 – Proprietary & Confidential
Account Summary: MoneyHQ
74© 2010 – Proprietary & Confidential
Account Activity: MoneyHQ
75© 2010 – Proprietary & Confidential
Account Activity: MoneyHQ
76© 2010 – Proprietary & Confidential
MoneyHQ: Add New Account
77© 2010 – Proprietary & Confidential
MoneyHQ: Add New Account Step 1
78© 2010 – Proprietary & Confidential
MoneyHQ: Add New Account Step 2
79© 2010 – Proprietary & Confidential
External Transfers: Overview
80© 2010 – Proprietary & Confidential
External Transfers: Transfer Funds
81© 2010 – Proprietary & Confidential
External Transfers: Transfer Funds
82© 2010 – Proprietary & Confidential
External Transfers: Transfer Funds
83© 2010 – Proprietary & Confidential
External Transfers: Manage Accounts
84© 2010 – Proprietary & Confidential
MoneyHQ: Personal Finance Manager
85© 2010 – Proprietary & Confidential
MoneyHQ: Alerts
Welcome to the New Generation of Online Banking and Bill Pay!