SunTrust - AtlantaJones.comfiles.atlantajones.com/storyboards/storyboard-suntrust.pdf · SunTrust...

SunTrustOnline Cash Manager Demo

Duration: 00:04:51:00

Date: February 04 2013

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Action NotesFor consistency, the video opens on a SunTrust blue background. The sun rays animate in.

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Action NotesFull logo appears and moves to upper left.

SunTrust Online Cash Manager Demo Page 1/32

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Action NotesSparkly comet shape moves in from left, revealing the "Online Cash Manager" text.

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Action NotesComet streaks behind and around the text...


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Action NotesGrowing in size, it moves in front of the logo, which is starting to fade out.

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Action NotesComet starts spinning in a vortex, going upward. Random bits of paper start flowing up inside it.


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DialogueWhen small businesses asked for more convenient ways to manage, monitor, and track their money, we listened.

Action NotesMore papers spin up through the vortex.

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DialogueIn fact, we more than listened. Online Cash Manager provides you with greater visibility into your finances, which gives you more control over your business.

Action NotesThe comet flies offscreen to the right while papers continue spinning.

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Action NotesThe paper vortex continues spinning and grows closer.


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Action NotesOne of the pages, showing an invoice or bank statement, flies toward the camera and gets "stuck" briefly and flutters against the screen.

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Action NotesThe invoice flies off to the right and reveals the "My Bank" dashboard.


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DialogueThis Quick View Demo will show you how to get the most out of this powerful solution.

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DialogueLet's begin the demo by taking a look at the information displayed on the "My Bank" home page.

Action NotesPage has a slight rotation on y axis.


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Action Noteszoom in to frame the Account Balances and Transactions blocks

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DialogueHere you can quickly view a summary showing your account balances...

Action NotesHighlight the Account Balances block


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Dialogue...and account transaction details.

Action NotesHighlight the Transactions block

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DialogueYou can also perform several cash management tasks from the "My Bank" page,...

Action NotesPan down to frame the Quick Transfer block


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Dialogue...such as initiating transfers between accounts

Action NotesHighlight the Quick Transfer block

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DialogueThe Info Center provides you an immediate view and quick access to important notifications. You can see if you have any new and unread alerts, messages or reminders that require your attention.

Action NotesPan diagonally to the upper right to frame up the Info Center block. Each item highlights in sync with VO


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Dialogue"What I really want is a quick snapshot of all my account information."

Action NotesZoom back out to full page

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DialogueWe've given you a straightforward way to view it all within the Accounts tab.

Action NotesThe MyAccount page slides off within the page frame, and the Balances page slides in from the right.


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DialogueHere, you can view balances, review transactions,

Action NotesBalances page is revealed. Continue to do slow, subtle shifts on vertical axis.

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Dialogueretrieve statements,

Action NotesBalances page slides off to left, Activity page slides in from right


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Dialogueor you can search for specific account activity.

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DialogueYou can even download information to your desktop or financial software, such as QuickBooks.

Action NotesThe block of transactions lifts off the page.


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Action Notes...and spins to turn into a large PDF icon.

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Action NotesThe icon and flip chart shrink a bit to show the icon being dropped (ie, "downloaded") to a computer dock.


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DialogueI need an assistant to help remind me of important dates and information (laughs)... do you have one built in?

Action NotesIcon dock drops away and website screen gets closer.

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Action NotesActivity page splits open to reveal a page with lots of text elements representing dates, payees, dollar amounts, etc. Each line of text is moving in opossite directions and at varying speeds.


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Action NotesScreen turns to face forward and zooms in so that only the moving text fills the entire screen.

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DialogueActually, we do. We've designed a quick and easy way to set up your own alerts and reminders.

Action NotesOne payment name scrolls into view and then stops and a form field box draws around it. The other text fades back and scrolls completely off screen.


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DialogueHow you prefer to be notified - by email or mobile device - is up to you.

Action NotesFirst text box shrinks slightly and moves up. Three more fields and a form button drop down from underneath it, and we see the fields auto-populate. Once filled, a mouse cursor clicks the "Schedule" button.

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Action NotesThe form fields slide off screen left, and a name badge slides in from right.


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DialogueAnd what about restricting access to sensitive financial information?

Action NotesBadge centers on screen, swaying slightly as it's hanging from a lanyard.

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DialogueOnline Cash Manager can help maintain security by allowing you to assign additional users with unique permissions.

Action NotesZoom out to show three more badges flipping into view on vertical axis. Three lines then connect them to the top badge.


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Action NotesZoom into the bottom right badge, and a list of security options slide out from behind it. Three access level "lights" are turned red.

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DialogueFor added control over your accounts, the Company System Administrators can use the User Entitlements function to grant users specific access to accounts and services.

Action NotesName badge flips to reveal a keyhole on its back. A key slides in from right.


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Action NotesThe key inserts into keyhole and turns. All access lights turn green in succession.

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DialogueI have a lot on my plate, so I don't want to constantly search for bills or sort through paper statements.

Action NotesBills and statements fall from above to create a wipe transition to the next scene.


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Action NotesRevealing a laptop showing the Bill Pay screen, beside a stack of paperwork.

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DialogueWith Bill Pay, you'll find bill payment information on one easy-to-use page.

Action NotesA few pages lift from the top of the stack and get sucked into the screen.


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DialogueHere, you have the ability to schedule payments and view bill reminders as well as pending payments. You can also sign up to receive eBills for participating billers, and set up recurring payments between you and a company or an individual.

Action NotesZoom in for closeup of Bill Pay screen. Auto-fill a row with dollar amount and choose date from date-picker. A mouse pointer clicks the Pay button.

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Action NotesOnce pay button is clicked, that row transforms into a confirmation message.


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DialogueCan we talk about fraud? It's on the minds of a lot of small business owners, like me.

Action NotesCamera goes up, revealing a list of transactions.

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DialogueWith Fraud Inspector, you have the power to identify and curb potential theft.

Action NotesMouse clicks on one of the transactions.


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DialogueJust review cleared transactions every day and submit reversal requests for items you deem fraudulent.

Action NotesCamera and transactions swivel around so they stack like time machine screens. An alert button slides out from the right side of the foreground transaction.

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DialogueAfter submission of your fraudulent item, SunTrust will process your return. The funds are usually returned to your account the next business day.

Action NotesMouse clicks alert button and transaction turns red.


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Action NotesFraudulent transactions slides left off screen.

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DialogueI need to spend less time managing payroll so I can spend more time managing my actual business. How can Online Cash Manager help?

Action NotesCamera cranes down to reveal a subtle, curved "floor" surface.


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Action NotesA payroll book slams down from above, kicking up a bit of dust.

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DialogueIf your small business has fewer than 100 employees, SunTrust Online Payroll may be able to help you simplify payroll management, saving you time, money and hassle. Once you sign up through the payroll tab, you can enter and submit payroll with just 3 simple clicks.

Action NotesBook starts to rotate clockwise and open.


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Action NotesContinues to open and rotate, revealing a laptop.

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DialogueA comprehensive payroll management service, SunTrust Online Payroll will help you get a handle on all of your payroll matters, including calculating, depositing and filing your federal, state and local payroll taxes.

Action NotesLaptop is now facing front. Large, bulleted phrases appear in sequence on screen.


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DialogueYou can also receive payroll reminder emails, initiate direct deposit payments, utilize HR tools and more.

Action NotesThe laptop lid starts to close

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DialogueWith Online Payroll you can spend less time on payroll and put more effort into managing and growing your small business.

Action NotesLaptop lid completely closed


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Action NotesLeft and right panels slide in front of laptop.

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DialogueWhat about electronic payments?

Action NotesThe screen segments in half, and the left column segments into thirds. Right column has basic form fields. Upper left frame shows a check being filled out. The form fields are populating as well.


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DialogueWith ACH Services, you can easily initiate ACH payments including direct deposit, business payments and electronic tax payments.

Action NotesThe top left frame greys out, as the check is finished. Middle left frame shows the check going into an envelope. Right form continues filling out.

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DialogueIn addition, you can schedule payments to automatically occur on a recurring basis - initiate credits to pay someone you owe, or debits to collect funds from someone who owes you.

Action NotesEnvelope spins around and a stamp is placed on it. A mouse pointer clicks the submit button.


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DialogueACH Payments are an efficient, reliable and secure alternative to writing checks.

Action NotesMiddle frame greys out. Bottom left frame shows the envelope going into a mailbox with the flag going up. The right frame already shows a success confirmation page.

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DialogueAnd if you ever need help, contact us by sending your inquiries directly to customer care through the Online Cash Manager Message Center.

Action NotesThe screen splits and both halves slide off in either direction like a sliding door.


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DialogueTo learn more about using Online Cash Manager, contact your SunTrust Banker, Relationship Manager or Treasury Sales Officer, visit suntrust.com, or call 800.730.9911.It's everything you need to manage your business finances with ease. Online Cash Manager. From SunTrust.

Action NotesReveal the Suntrust logo and a monitor showing the website


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SunTrust - AtlantaJones.comfiles.atlantajones.com/storyboards/storyboard-suntrust.pdf · SunTrust...

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