iBank V5 Shelly 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 V5 Box 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