iBank v5

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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


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