jack henry & associates, inc. let’s talk synapsys! webinar - lets talk synapsys!...
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© 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
© 2016 Jack Henry & Associates, Inc.®3
Introductions
Synapsys Team
• Steve Sherman, Director of
Software Engineering &
Services
• Mike Kock, Senior Manager of
Software Engineering &
Services
© 2016 Jack Henry & Associates, Inc.®4
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
© 2016 Jack Henry & Associates, Inc.®5
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
© 2016 Jack Henry & Associates, Inc.®6
Our Challenge…
© 2016 Jack Henry & Associates, Inc.®7
Our Solution - Xperience Framework
© 2016 Jack Henry & Associates, Inc.®8
Favorite Applications Auto Load for You
© 2016 Jack Henry & Associates, Inc.®9
Customer & Account Inquiry…
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…Identical to jhaCall Center
© 2016 Jack Henry & Associates, Inc.®12
Customer Name Lookup
Customer
Lookup
© 2016 Jack Henry & Associates, Inc.®13
Choose the Landing Page
© 2016 Jack Henry & Associates, Inc.®14
Combining Core, ECM and CRM
© 2016 Jack Henry & Associates, Inc.®15
Instant Access to CRM Information
Quick Contact
Summary
Sales Opportunity Prompts
Profitability
Information
© 2016 Jack Henry & Associates, Inc.®16
Events & Activities View – Mouse Click to 10 Second
View
Instant Access to Events and Activities
One Click Access to 10 Second View
© 2016 Jack Henry & Associates, Inc.®17
Open New Tab for 10 Second View
© 2016 Jack Henry & Associates, Inc.®18
Quick Access to Add Events and Activities
© 2016 Jack Henry & Associates, Inc.®19
Mouse Click to Additional Information/Actions
© 2016 Jack Henry & Associates, Inc.®20
New Suite Manager Look and Feel
Widgets
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Service or Sales Views Default
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Events View
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Opportunities View
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Clients View
© 2016 Jack Henry & Associates, Inc.®25
Resource Documents
© 2016 Jack Henry & Associates, Inc.®26
Integration to Document Imaging - Synergy
© 2016 Jack Henry & Associates, Inc.®27
Integration to Document Imaging - Synergy
© 2016 Jack Henry & Associates, Inc.®28
Integration to Document Imaging - Synergy
© 2016 Jack Henry & Associates, Inc.®29
Tab Provides Direct Access to Synergy
© 2016 Jack Henry & Associates, Inc.®30
jhaCall Center Inquiry and Authentication
© 2016 Jack Henry & Associates, Inc.®31
Successful Caller Authentication
© 2016 Jack Henry & Associates, Inc.®32
jhaCall Center – Synapsys Integration
© 2016 Jack Henry & Associates, Inc.®33
Select a Category…
© 2016 Jack Henry & Associates, Inc.®34
…and a Sub-Category
© 2016 Jack Henry & Associates, Inc.®35
Quick Call Resolution = High Quality Experience
© 2016 Jack Henry & Associates, Inc.®36
On your Tablet
Mobile Access to CRM
On your Smart Phone
© 2016 Jack Henry & Associates, Inc.®37
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
© 2016 Jack Henry & Associates, Inc.®39
View or Add Referrals
© 2016 Jack Henry & Associates, Inc.®40
SilverLake® & CIF 20/20® Teller
© 2016 Jack Henry & Associates, Inc.®41
Synapsys CRM “Plug-IN”
© 2016 Jack Henry & Associates, Inc.®42
Instant Access to Events
© 2016 Jack Henry & Associates, Inc.®43
Instant Access to Activities
© 2016 Jack Henry & Associates, Inc.®44
Quickly Add Events and Activities
© 2016 Jack Henry & Associates, Inc.®45
Automatically Display CRM – Transaction End
© 2016 Jack Henry & Associates, Inc.®46
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
Jack Henry & Associates, Inc.®
© 2016 Jack Henry & Associates, Inc.®48
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
© 2016 Jack Henry & Associates, Inc.®49
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.
© 2016 Jack Henry & Associates, Inc.®50
Development Linchpins
• jXchange
• Xperience
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.
© 2016 Jack Henry & Associates, Inc.®51
jXchange Services
• Synapsys’ Service-enablement Philosophy.
• 70+ Services Identified.
• Approximately 40 already completed.
• Remaining 30 completed through 2017.
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.
© 2016 Jack Henry & Associates, Inc.®52
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.
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.
© 2016 Jack Henry & Associates, Inc.®53
Ongoing Development
• Call Center.
• Core Integration - New Customer/Account “Eventing”.
• Enterprise Workflow.
• Mobile – Branch Anywhere.
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.
© 2016 Jack Henry & Associates, Inc.®54
Core Integration
• Real-time wrap-up Call Center-> Synapsys – In
Development.
• New Customer/Account real-time awareness – 4Q 2016.
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.
© 2016 Jack Henry & Associates, Inc.®55
Enterprise Workflow
• Based on jXchange Messages.
• Synapsys as a provider – Available / Growing.
• Synapsys as an initiator of EWF – Available January
2017.
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.
© 2016 Jack Henry & Associates, Inc.®56
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)
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.
© 2016 Jack Henry & Associates, Inc.®57
What’s Coming
• Enterprise Notifications.
• PowerOn.
• Microsoft Outlook Add-in.
• Expanded Microsoft Exchange Integration.
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.
© 2016 Jack Henry & Associates, Inc.®58
Omni-channel
• Based around JX Messages.
• A key provider of Omni-channel services.
• Campaigns/PSO’s.
• Service Requests.
• Referrals.
• CRM Data.
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.
© 2016 Jack Henry & Associates, Inc.®59© 2016 Jack Henry & Associates, Inc.®
Synapsys CRM – Resources/Opportunities
Steve Sherman, Director, SE&S
Jack Henry & Associates, Inc.®
© 2016 Jack Henry & Associates, Inc.®60
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
• Hope Sellars | Citizens National Bank
© 2016 Jack Henry & Associates, Inc.®61
Advisory Board
• Made up of 16 organizations.
• Lead and managed by the AB.
• Teresa Woodie | Coastal FCU, President
• Gail Garlington | American Airlines FCU, Vice President [email protected]
• Jake McCarty | Washington Trust Bank, Secretary
© 2016 Jack Henry & Associates, Inc.®62
Opportunities for Learning – Customer Portal
© 2016 Jack Henry & Associates, Inc.®63
Opportunities for Learning
© 2016 Jack Henry & Associates, Inc.®64
Opportunities for Learning
© 2016 Jack Henry & Associates, Inc.®65
Opportunities for Learning
© 2016 Jack Henry & Associates, Inc.®66
Opportunities for Learning
© 2016 Jack Henry & Associates, Inc.®67
Opportunities for Learning
© 2016 Jack Henry & Associates, Inc.®68
Opportunities for Learning
© 2016 Jack Henry & Associates, Inc.®69
Opportunities for Learning
© 2016 Jack Henry & Associates, Inc.®70
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).
© 2016 Jack Henry & Associates, Inc.®71
Please share your preferences for future sessions
© 2016 Jack Henry & Associates, Inc.®72© 2016 Jack Henry & Associates, Inc.®
Thank You!
Al Suosso, Advisory Solution Specialist