BancPac Studio

Suzanne Menendez, Director of Consulting

Community Core Solutions

BancPac Studio

2

• Rich Functionality

– BancPac Studio is designed to fill a specific user-based need for

instantaneous results and expectations. For personal bankers that need

real-time access to customer information while working onsite with your

client, BancPac Studio is a tool that is dedicated to growing your customer

and account base.

• BancPac feature functionality accessible on an iPad®

• Server – based application- not an app from the app store

• No customer data resides on the iPad

• Integrates with CSI® dynamic compliant account documents

• Connects through VPN security to your bank’s network

Features of BancPac Studio 4.0

• • Viewing of Accounts and Summary

Information

• Viewing of Drill Down Details for All Account

Types

• Account Number Generation Options

• Editing of Customer and CIF Records

• Account Editing(Same Day as Opening)

• Viewing of Account History for all Account

Types

• Integration to FIS Document Management

(FDM)

3

• New Account Opening

• New Customer Opening

• Deposit Document Generation

• Qualifile Integration

• Electronic Signature Capturing

• Viewing of Memo Posted Transactions

• OD/NSF Processing

• Ability to Add Holds

• Stop Payment Servicing

BancPac Studio

4

Configuration

Network Requirements:

For a remote and secure connection from an iPad to your

bank’s internal network, a Virtual Private Network (VPN)

solution is required. To use BancPac Studio, your iPad’s

network traffic must be routed through your bank’s FIS router.

Studio Requirements

5

Specification Qualified

Tablet Apple iPad 2 or better

Operating System Apple iOS 7 or greater

Communication Wi-Fi/Wi-Fi & Cellular;

VPN to attach iPad to bank network

Display 9.7-inch diagonal or larger

Tablet Internet Browser Safari for iPad

Desktop Internet Browser Chrome for Windows

Great Ways to Utilize BancPac Studio

• Meet your customers in locations that are

convenient to them

6

Great Ways to Utilize BancPac Studio

• Drive new business with “on the go” new

account opening

7

Great Ways to Utilize BancPac Studio

• Energize your sales team to be accessible at

community events, festivals or senior citizens

facilities

8

9

“We compete with the big boys, so we have to look at ways to

differentiate ourselves," said Steve Mullens, an executive vice

president of operations for the bank. “Our customers are very

busy - many of them are sole proprietors - so we often have to

go to their place of business to meet their needs.”

Steve Mullens, EVP Operations

The First National Bank of Central Texas

10

Let’s Take a Closer Look at BancPac Studio

BancPac Studio

11

Getting Started: Welcome Screen

BancPac Studio

12

Viewing Memo Posted Transactions

BancPac Studio

13

Opening a New Deposit Account

BancPac Studio

14

Generating Deposit Account Documents

BancPac Studio

15

Generating Deposit Account Documents

BancPac Studio

16

Viewing Documents, Electronic Signature, FDM

BancPac Studio

17

Emailing and Check Ordering

BancPac Studio

18

• Stops and Holds Quick Reference

• When no stops or holds are present, the links appear with regular font

• When stops or holds are present, the links become bold/italic

19

NSF Pay/Return

BancPac Studio

20

Accessing NSF Pay/Return

The NSF Pay/Return options will appear on the welcome screen actions ONLY if the user has

security to access the function.

BancPac Studio

21

Summary Screen

BancPac Studio

22

Processing NSF

BancPac Studio

23

Processing NSF

BancPac Studio

24

Viewing account information within NSF

Suzanne Menendez

Suzanne.menendez@fisglobal.com