edelivery discovery session for all coresempower1.fisglobal.com/rs/650-kge-239/images/1416...
TRANSCRIPT
eDelivery Discovery Session for all Cores
5/24/2017Mark Wilson, Product Line Manager
Agenda
• Trends in the Industry
• FOS Stats
• eDelivery Capabilities
– Input and output file formats
– Communication Tool
– Implementation Overview
• eDelivery Enhancements
• System Demo
• Overview
• Questions and Answers
Industry Trends in Customer Communications
• Omni-channel and device independent
• HTML 5 – Video and Device Aware
• Trend towards print/mail outsourcing
– Volumes are decreasing
– Data security demands
– DR is expensive
– Technology continues to refresh
• Generic paper input and customized Full
Color output
• Reusable data to meet customer preference
What is driving communication investment today?
Client Experience• Communicate with clarity
• Eliminate confusion
• Brand consistency
Education/Promotion• Targeted messaging
• Onserts
• Color and graphics
Electronic Delivery
• Increasing enrollment
• Expanding to new
documents
• Elimination of postage
• Increased Customer
Satisfaction
Document Outsourcing
• Eliminating capital investments
• Focus on core competencies
• In conjunction with IP
outsourcing
FOS by the Numbers
Service TypeTotal Volume Processed in
2015
Total Volume Processed in
2016
YOY Change
Images 1.5B 1.8B 20%
Documents Added to Archive 282M 308M 27.3%
Document Subscription Volumes 57.7M 67.8M 17.5%
Subscription Percentage 35.4% 38.9% 9.9%
Growing Business
• Headcount = 509 employees, recently added 100 employees
• Continued investment in technology & equipment – over 11 million in 2016
eDelivery Solution Capabilities
• Institution-branded statements and notices
– Core banking systems
– Image archive systems
• Numerous out-of-the-box integration points
– Online banking – Supports user account enrollment to available documents
– Item processing – Provides composed PDFs
– Document composition – CSF® Designer
• Customer self-enrollment from internet banking applications
• Custom email notifications sent to customers
• eDelivery as a communication channel - additional document presentation options
• Can support link to videos from landing page
• Disclosure / eConsent
• Proven Solution with access to over 300 million documents
eDelivery System Interfaces
• FIS core systems
– HORIZON
– MISER
– Profile®
– Systematics
– BancPac
– Bankway
• Other vendor cores
– Fiserv
– Jack Henry®
– Summit
– Symitar®
• FIS internet banking systems
– BeB
– CeB
– CustomerLink
– OLB
– WebClient
• Other vendor IB / Archive systems
– DI
– BottomLine
– FundsXpress
– JHA
– Q2
– S1/ACI
– eVue or 3rd Party via Standard API
Samples of Statements and Notices
Customer Self-Enrollment from Internet Banking
• Single sign-on from internet banking
– Internet banking is system of record acct management
– Provides eDelivery list of accounts available for access
– Customer Accepts eStatement eConsent for enrollment
• Customer email sent for each document type.
• Email householding applies as available
eDelivery as a Communication Channel
• Online viewing provides customer access to regulatory information AND promotional information.
• Web presented data can be relevant to the customer
– Loyalty products
– Membership incentives
• Present additional information through links or additional statement stuffer tabs
– Statement disclosures
– Annual privacy statements
– Updated fee schedules
– Marketing information
Marketing Messaging, Links
Custom Notices for Customers
eDelivery Implementation Activities
FIS schedules
kickoff meeting
with the client
Branding of
the eDelivery
webpage
Client meets
with FIS to
complete setup
requirements
Client
approves
of Web
design and
signs off
Client
modifies
eStatement
terms and
conditions
Import the
statement
document
files
Begin build of
internal test
site
Turn on single
sign-on to
eDelivery from
internet banking for
test group
Project
turnover to
client support
eDelivery implementation activity flow
Client
customizes
eStatement
email verbiage
Client
approves of
statement
and signs
off
Client
completes
training and
user
acceptance
review
Production
site build
Disaster Recovery
Our plan includes but is not limited to:
• Mirrored Sites
• Production and failover servers at each site
• Redundant dedicated private network
• Battery and diesel generator backup
• Annual testing
eDelivery System Enhancements
Key Components for the Enhanced Platform
• ASP.net software platform
• Mobile and tablet compatibility
• Enhanced controls for file import processing
– Increased frequency of file upload handling
– Duplicate file detection (requires approval
prior to loading)
Other Features on the Enhanced Platform
• Forgotten password support on login page
• Check image access from statement page (as available)
• Active link options replace the current “tabs” on statement view page
• Account nickname support
• Document sort and filter options on customer home page
• Simplified user management access
• Admin security options
– Simplified administrator security definition and setup
– Ability to prohibit access to user information
• File pre-approval review process prior to customer access (optional)
• Document Combine Option for PDF
• More detailed reporting on tracking of admin activities
eDelivery System Demonstration
User Experience
Administrator Experience
Admin Reports
• End user summary and detail
• End user enrollment
• Admin user summary and detail
eDelivery Evolving
• Enhanced platform performance testing completed Q2 2016
• Beta testing Q4 2016
• Prototype roll outs by FIS core starting Q1 2017
eDelivery Proven Experience
• eDelivery provides access to more than 250 million documents across 3,500 financial institutions.
• Configurable retention periods up to 10 years
• Secure and safe SOC2/SSAE-16 FIS data center environment
• Dedicated project management and implementation team
• Dedicated production support team
• Prebuilt integrations reduces setup time and costs
– Core banking
– Item processing
– Online banking
• Document Processing and Postage Savings $$$$$
