jack henry & associates, inc. silverlake fireside chat 2019 … webinar - slfc... · 2020. 2....
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© 2019 Jack Henry & Associates, Inc.®1 © 2019 Jack Henry & Associates, Inc.®
SilverLake Fireside Chat –
2019 Spring Update
Jack Henry & Associates, Inc.®
© 2019 Jack Henry & Associates, Inc.®2
1 Fireside Warmup
2 Jack Henry Banking Mission
3 Industry Insight
4 Banking Top 10 Initiatives
5 Mark Unplugged
6 Q&A
© 2019 Jack Henry & Associates, Inc.®3
Fireside Chats – SilverLake Participation
81% 91%
2017 2018
49%
2016
© 2019 Jack Henry & Associates, Inc.®4
SAVE-THE-DATE FOR THE 2019 JAC
October 6-10
San Diego Convention Center
San Diego, CA
© 2019 Jack Henry & Associates, Inc.®5
Registration & Hotel Room Block:
• Monday, June 3rd
• 6 hotel locations
Early Bird Discount Ends: August 1
Hotel Block Expires: August 1
© 2019 Jack Henry & Associates, Inc.®6
Registration & Hotel Room Block:
• Monday, June 3rd
• 6 hotel locations
Convention Center Information:
• VisitSanDiego.com
Multiple Hotels Available:
• Grand Hyatt
• Hard Rock Hotel
• Hilton Bayfront
• Hilton Gaslamp
• Marriott Marina
• Omni Downtown
© 2019 Jack Henry & Associates, Inc.®7
Regional User Groups (RUGS)
Bank Driven
Officers are
elected by
you
Educational
Channel for
continuing
education
Interactive
Exchange
ideas and
best practices
Directional
Provide
enhancement
direction to JHA
Insightful
Stay current
on industry
trends
© 2019 Jack Henry & Associates, Inc.®8
Regional User Groups (RUGS)
President
Lisa Kilgour
MainStreet Bank
Vice President
Elizabeth “Liz” Ellis
Bangor Savings Bank
• Mid Atlantic Jack Henry SilverLake User Group
• SilverLake Mid-South User Group
• SilverLake Mid-States Regional Users Group
• SilverLake Midwest Regional User Group
• Northeast Regional User Group
• Jack Henry Users Group Southern
• Jack Henry Southwest Users Group
• Western SilverLake Regional Users Group
© 2019 Jack Henry & Associates, Inc.®9
Welcome!adWelcome!
Thank You for Your Business
© 2019 Jack Henry & Associates, Inc.®10
Mark ForbisEVP & CTO
Jack Henry & Associates
Stacey ZengelVP, Jack Henry & Associates
President, Jack Henry Banking
Greg AdelsonVP, Jack Henry & Associates
GM, Payment Solutions
Meet our PRESENTERS
© 2019 Jack Henry & Associates, Inc.®11
Susan GeissGM, Banking Operations
Jack Henry Banking
Kevin SligarChief Technical Architect
Jack Henry Banking
Leo MallamaciDirector of Sales
Jack Henry Banking
Presentation SUPPORT TEAM
Joel ThomasSr. Manager, Special Projects
Jack Henry Banking
© 2019 Jack Henry & Associates, Inc.®12
Jack Henry Banking® MissionBe innovative. Deliver on time.
Exceed
expectations.
Work smarter.
Listen to the client and
to each other.
Build open and honest relationships.
Have fun!
Forge good
partnerships.
Embrace and
drive change.
Communicate, communicate,
communicate!
OUR
CORE
GOALS
© 2018 Jack Henry & Associates, Inc.®13
Jack Henry Banking Insight
Education Support Consulting
© 2018 Jack Henry & Associates, Inc.®14
Industry Insight
Open Banking Digital Payments
© 2018 Jack Henry & Associates, Inc.®15
FY2019Top Ten List
Why publish a top 10 list?
▪ Transparency, accountability,
communication, and expectation setting
▪ We are business partners!
Caveats
▪ Regulatory changes may impact these
target dates.
▪ Beta testing can take anywhere from
3-9 months.
▪ Dates contained in this document are
provided as estimates only and can be
changed at any time at the sole
discretion of JHA. We will, however, let
you know if we do change them as well
as why we change them.
1Digital
Initiatives
2Payments
Initiatives
3User
Interface
4Banking
Initiatives
5Financial
Crimes
6Platform
Initiatives
7Integration
Initiatives
8OutLink
Initiatives
9Regulatory
Initiatives
Top 10
10Process
Improvement
01 Digital Initiatives
Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.
✓ Complete | In-Process | Not Started | Date Changed | x Missed Commitment
Banno
✓ Banno – Geezeo Integration Complete Complete
✓ Banno Conversations Complete Complete
✓ Banno – JHA Full Service Credit Card Complete Complete
MyCardRules Integration 5/10/2019 6/28/2019
Development GA
02 Payments Initiatives
Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.
JHA PayCenter:
Zelle with goDough and
SilverLake
3/31/2019 TBA
JHA PayCenter:
The Clearing House
Inbound to SilverLake
6/30/2019 TBA
Development GA
JHA Faster
Payments
Card-funded
Payments
Card-funded payments 3/31/2019 6/30/2019
GADevelopment
✓ Complete | In-Process | Not Started | Date Changed | x Missed Commitment
02 Payments Initiatives
Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.
JHA Card Platform
Core PlatformDebit Cards &
In-house Credit CardsFull Service Credit Cards
✓ SilverLake Complete Complete
GAGA
✓ Complete | In-Process | Not Started | Date Changed | x Missed Commitment
03 User Interface
Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.
User Interface (UI)
Deployment
Development GA
UI Deployment Complete 12/31/2019
Xperience Hosting
SolutionComplete 5/31/2019
✓ Complete | In-Process | Not Started | Date Changed | x Missed Commitment
04 Banking Initiatives
Banking Initiatives
Development GA
Multi-Level Lending 5/31/2019 R2019.3/R2020
Enhanced Account Analysis Upgrades 6/30/2019* 6/30//2019*
ACH System Upgrades 6/30/2019* 6/30/2019*
SilverLake Multi-Brand 6/30/2019* R2020*
New FX Wire Capability 7/31/2019 10/31/2019
* Multiple functionality, some may be available sooner.
Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.
✓ Complete | In-Process | Not Started | Date Changed | x Missed Commitment
05 Financial Crimes
Enterprise Risk
Mitigation Solutions
(ERMS)
✓ AML Module (SilverLake) Complete Complete
ACH Fraud 6/30/2019 TBA
Wire Fraud 6/30/2019 TBA
Deposit Fraud TBA* TBA
Check Fraud TBA* TBA
Insider Fraud TBA* TBA
Card Fraud TBA* TBA
CTR TBA* TBA
Development GA
JHA SafeGuard
Premium OFAC Complete 3/31/19
Development GA
* Dependent on development schedule with SAS
Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.
✓ Complete | In-Process | Not Started | Date Changed | x Missed Commitment
06 Platform Initiatives
Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.
WKFS Expere Forms
OnBoard Deposit Integration 6/30/2019 9/30/2019
OnBoard Lending Integration 9/30/2020 12/31/2020
Development GA
✓ Complete | In-Process | Not Started | Date Changed | x Missed Commitment
07 Integration Initiatives
Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.
Processing Services 5/31/2019 10/31/2019
Development GA
Sheltered HarborCommercial Lending
Center Suite (CLCS)
Mobile
Enhancements Complete 3/31/2019
QuickDecision
Integration - IDologyComplete 3/31/2019
QuickDecision
Digital RenewalsComplete 3/31/2019
QuickDecision
Integration Plaid3/31/2019 4/30/2019
Development GA
✓ Complete | In-Process | Not Started | Date Changed | x Missed Commitment
07 Integration Initiatives
Cross
Product
GADevelopment
Enterprise
Framework
Development GA
Additional CLCS Integration Complete 5/31/2019
Relationship 360
Enhancements5/31/2019 6/30/2019
x Consolidated Customer Care Delayed Delayed
Additional Enterprise
Events6/30/2019* 6/30/2019*
Enterprise Notification
System Adoption 6/30/2019* 6/30/2019*
Enterprise Multi-Factor
Authentication6/30/2019* 6/30/2019*
* Multiple functionality, some may be available sooner.
Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.
✓ Complete | In-Process | Not Started | Date Changed | x Missed Commitment
08 OutLink Initiatives
Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.
Disaster Avoidance
Development GA
jhaCall Center
Development GA
OutLink Data
Encryption at Rest
✓OutLink Data
EncryptionN/A Complete
Development GA
✓Full Service Credit –
Credit Card SupportComplete Complete
Chat – Call Center 3/31/2019 4/30/2019
✓
Disaster
Avoidance/iSeries Data
Replication(iASP)
Complete Complete
✓ Complete | In-Process | Not Started | Date Changed | x Missed Commitment
9 Regulatory
Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.
Regulatory
Development GA
✓ 2018 IRS Tax Functionality/EOY Complete Complete
✓ FAIM 3.0.5 Complete Complete
FAIM 4.0 5/31/2019 8/1/2019
Beneficial Owner Phase 2 6/30/2019 7/31/2019
FDIC Call Report Changes Ongoing Ongoing
✓ Complete | In-Process | Not Started | Date Changed | x Missed Commitment
10 Process Improvement
Complementary Quote
Process Improvement
Complementary Quote
Process Improvement N/A 6/30/2019
Development GA
Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.
SilverLake Delivery
SilverLake Defect
Reduction
Quarterly PTF with defects/regulatory
items only to SilverLake customers –
Phase 1 beta customers
4/30/2020
Focus on process improvements to
reduce outstanding technology debtOngoing
✓ Complete | In-Process | Not Started | Date Changed | x Missed Commitment
© 2019 Jack Henry & Associates, Inc.®31
Mark Unplugged
© 2019 Jack Henry & Associates, Inc.®32
Acquisition Update
© 2019 Jack Henry & Associates, Inc.®33
Strategic Perspective
➢ JHA Open Banking
➢ DataLake
➢ Bots
➢ Artificial Intelligence
➢ Mobile First / Cloud First
Q&AQ&A
© 2018 Jack Henry & Associates, Inc.®35
Contact Information
Stacey Zengel – [email protected]
Mark Forbis – [email protected]
Greg Adelson – [email protected]
Sue Geiss – [email protected]
Kevin Sligar – [email protected]
Leo Mallamaci – [email protected]
Joel Thomas – [email protected]