jack henry & associates, inc. let’s talk synapsys! webinar - lets talk synapsys!...

© 2016 Jack Henry & Associates, Inc.®1 © 2016 Jack Henry & Associates, Inc.®

Let’s Talk Synapsys!Al Suosso, Advisory Solution Specialist

Wednesday, October 12, 2016

Jack Henry & Associates, Inc.®

© 2016 Jack Henry & Associates, Inc.®2

First Session in a Series


Introductions

Synapsys Team

• Steve Sherman, Director of

Software Engineering &

Services

• Mike Kock, Senior Manager of

Software Engineering &

Services


Agenda

• New Feature Development Update– Xperience Framework

– CRM Plug-In for Core

– Suite Manager Enhancements

• Integration with Complementary Systems– ECM (document imaging)

– Call Center

– Mobile

– Teller


Agenda (cont’d)

• Continuing Development Roadmap

• A Look Ahead - What’s Coming

• Synapsys User Community

• Synapsys Advisory Board

• Opportunities for Learning

• Suggested Topics for Future Sessions


Our Challenge…


Our Solution - Xperience Framework


Favorite Applications Auto Load for You


Customer & Account Inquiry…


…Identical to jhaCall Center


Customer Name Lookup

Customer

Lookup


Choose the Landing Page


Combining Core, ECM and CRM


Instant Access to CRM Information

Quick Contact

Summary

Sales Opportunity Prompts

Profitability

Information


Events & Activities View – Mouse Click to 10 Second

View

Instant Access to Events and Activities

One Click Access to 10 Second View


Open New Tab for 10 Second View


Quick Access to Add Events and Activities


Mouse Click to Additional Information/Actions


New Suite Manager Look and Feel

Widgets


Service or Sales Views Default


Events View


Opportunities View


Clients View


Resource Documents


Integration to Document Imaging - Synergy


Tab Provides Direct Access to Synergy


jhaCall Center Inquiry and Authentication


Successful Caller Authentication


jhaCall Center – Synapsys Integration


Select a Category…


…and a Sub-Category


Quick Call Resolution = High Quality Experience


On your Tablet

Mobile Access to CRM

On your Smart Phone


Mobile Access to Core, CRM, ECM Tablet

CIFECM

CRM

Account Info

© 2016 Jack Henry & Associates, Inc.®38 38

Mobile Access to Core, CRM, ECM Smart Phone


View or Add Referrals


SilverLake® & CIF 20/20® Teller


Synapsys CRM “Plug-IN”


Instant Access to Events


Instant Access to Activities


Quickly Add Events and Activities


Automatically Display CRM – Transaction End


Synapsys CRM Auto Display in Teller

© 2016 Jack Henry & Associates, Inc.®47© 2016 Jack Henry & Associates, Inc.®

Synapsys CRM – Development Roadmap

Mike Kock, Senior Manager, SE&S



Legal Disclaimer: Dates contained in this document are

provided as estimates only and can be changed at any time

at the sole discretion of Jack Henry & Associates, Inc. This

information may not be incorporated into any contract and

should not be relied upon in making purchasing decisions.HANK YO FOR THE

OPPORTUNITY TO

SHARE JHA’S STORY


Development Themes

• Deeply embed CRM in many products.

• Solution based rather than Product based.

• Blur lines between products.

Dates contained in this document are provided as estimates only and can be

changed at any time at the sole discretion of Jack Henry & Associates, Inc.


Development Linchpins

• jXchange

• Xperience




jXchange Services

• Synapsys’ Service-enablement Philosophy.

• 70+ Services Identified.

• Approximately 40 already completed.

• Remaining 30 completed through 2017.




Xperience

• Synapsys Desktop XP – GA (3 year project).

• Synapsys Plugin – Available & Continuing to Grow.

• Synapsys Marketing Manager –2017-2018.

• Synapsys Configuration Utility – In progress through

2018.




Ongoing Development

• Call Center.

• Core Integration - New Customer/Account “Eventing”.

• Enterprise Workflow.

• Mobile – Branch Anywhere.




Core Integration

• Real-time wrap-up Call Center-> Synapsys – In

Development.

• New Customer/Account real-time awareness – 4Q 2016.




Enterprise Workflow

• Based on jXchange Messages.

• Synapsys as a provider – Available / Growing.

• Synapsys as an initiator of EWF – Available January

2017.




Mobile

• Branch Anywhere.

• Referrals, Prospects and Service Events – Available.

• Sales Events – In Development.

• Roadmap:

– Contact Events, Campaigns and Potential Sales Opportunities

– Activities, Lobby Tracking

– Suite Manager (subset)




What’s Coming

• Enterprise Notifications.

• PowerOn.

• Microsoft Outlook Add-in.

• Expanded Microsoft Exchange Integration.




Omni-channel

• Based around JX Messages.

• A key provider of Omni-channel services.

• Campaigns/PSO’s.

• Service Requests.

• Referrals.

• CRM Data.




Synapsys CRM – Resources/Opportunities

Steve Sherman, Director, SE&S



Synapsys User Group

An informal group of 250 or so Synapsys users who

connect to each other with questions and ideas.

• Anna Recene | Peoples Security Bank

[email protected]

• Hope Sellars | Citizens National Bank

[email protected]

mailto:[email protected]



Advisory Board

• Made up of 16 organizations.

• Lead and managed by the AB.

• Teresa Woodie | Coastal FCU, President

[email protected]

• Gail Garlington | American Airlines FCU, Vice President [email protected]

• Jake McCarty | Washington Trust Bank, Secretary

[email protected]





Opportunities for Learning – Customer Portal


Opportunities for Learning


Some initial thoughts for future sessions:

• Service Events: Including workflow, configuration, reports, using Queue’s and

Escalation.

• Referrals: Including workflow, reports and auto closing/expiring, using Queue’s.

• Enterprise Workflow / OnBoarding.

• Client Profiling (this could contribute to SMM PSO generation)

• SMM to push out PSO’s.

• Suite Manager and using it as a Dashboard for working prospects, working my clients.

• MIS Reports – Learning about customers, tracking and managing activities.

• Managing Sales Events / Incentive Compensation.

• Sales pipeline management and reporting.

• On Behalf of usage (helpful for Commercial Banking).


Please share your preferences for future sessions


Thank You!

Al Suosso, Advisory Solution Specialist

[email protected]
