MSI Client Conference

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MSI Client Conference

  1. 1. AccessDirect ™ and MSI’s Complete Solutions Framework Jeff Vetterick, EVP Marketing
  2. 2. AccessDirect <ul><li>Master Client-facing Web Portal to all MSI Applications </li></ul><ul><li>User Profiles & Permissions </li></ul><ul><li>Widgets </li></ul><ul><li>Cross-Application Dashboards </li></ul><ul><li>Launch point for Document and Item Applications </li></ul>AccessDirect ™ Your Knowledge Workers
  3. 3. Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP Documents Archive Document Management Applications Checks Archive Item Management Applications
  4. 4. Print & Mail Services Transparency iVerify Raw Data Print Insert Composition Documents Archive Archive Mail
  5. 5. Print & Mail Services Transparency <ul><li>Date & Time Stamps </li></ul><ul><li>Envelope Content </li></ul><ul><li>Weight, postage, etc. </li></ul>Raw Data Print Insert Composition Documents Archive Archive Mail iVerify
  6. 6. iVerify
  7. 7. Print & Mail Services Transparency iVerify United States Postal Service “ Intelligent Mail” Barcode Raw Data Print Insert Composition Documents Archive Archive Mail Raw Data Print Insert Composition Documents Archive Archive Mail iVerify
  8. 8. Print & Mail Services Transparency iVerify United States Postal Service Raw Data Print Insert Composition Documents Archive Archive Mail Raw Data Print Insert Composition Documents Archive Archive Mail iVerify
  9. 9. Print & Mail Services Transparency iVerify United States Postal Service Raw Data Print Insert Composition Documents Archive Archive Mail Raw Data Print Insert Composition Documents Archive Archive Mail iVerify
  10. 10. Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Providing Transparency”
  11. 11. Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Providing Transparency”
  12. 12. Creating Marketing Value CustomerConnect Banner Advertisements Raw Data Print Insert Composition Documents Archive Archive Mail
  13. 13. Creating Marketing Value <ul><li>Banner Maintenance </li></ul><ul><ul><li>Bitmaps, Flash </li></ul></ul><ul><ul><li>Maintain Multiple Uploads </li></ul></ul><ul><ul><li>Schedule Ad Lifecycle </li></ul></ul><ul><ul><li>Target Ads to Customer Lists </li></ul></ul><ul><li>List Maintenance </li></ul><ul><li>Generate Emails to Lists </li></ul>CustomerConnect
  14. 14. Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Providing Transparency” “ Creating Marketing Value”
  15. 15. Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Providing Transparency” “ Creating Marketing Value”
  16. 16. Enterprise Document Storage DigiArk Documents Archive Raw Data Print Insert Composition Mail
  17. 17. Enterprise Document Storage Documents Archive Composition Statements Notices Invoices Tax Forms DigiArk Your Knowledge Workers
  18. 18. DigiArk <ul><li>Perform Boolean Searches </li></ul><ul><li>Retrieve & View </li></ul><ul><li>Print </li></ul><ul><li>Download & Email </li></ul><ul><li>Export Queries </li></ul><ul><li>Perform Batch Processes </li></ul><ul><li>Attach Sticky Notes </li></ul>
  19. 19. Enterprise Document Storage Documents Archive Composition Statements Notices Invoices Tax Forms Loan Docs Signature Cards Reports (COLD) Scanned Images DigiArk Text Images (.jpg, .tif, etc.) MS Office Apps Legacy Apps iVerify Your Knowledge Workers
  20. 20. Enterprise Document Storage Documents Archive Composition Statements Notices Invoices Tax Forms Loan Docs Signature Cards Reports (COLD) Scanned Images DigiArk Text Images (.jpg, .tif, etc.) MS Office Apps Legacy Apps
  21. 21. Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Enterprise Document Archive/Research” “ Providing Transparency” “ Creating Marketing Value”
  22. 22. Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Enterprise Document Archive/Research” “ Creating Marketing Value” “ Providing Transparency”
  23. 23. Statements e and Statements e CSR Statements e CSR Print Insert Documents Archive Mail Your Website Statements e Your Customers SSO Raw Data Composition
  24. 24. Statements e Interface <ul><li>Database Driven (not “PDF”) </li></ul><ul><li>Fidelity to Printed Statement </li></ul><ul><li>Fluid, Flash ® -based user experience. </li></ul><ul><li>Dynamic. Fast. </li></ul><ul><li>Completely text-searchable across history </li></ul><ul><li>Integrated Notices </li></ul>Statements e is particular “ view” of the DigiArk Document Database optimized for e-Statements
  25. 25. Statements e and Statements e CSR Statements e CSR Print Insert Documents Archive Mail Your Website Statements e Your Customers SSO Raw Data Composition
  26. 26. Statements e CSR <ul><li>Manage Enrollment </li></ul><ul><li>Block Access </li></ul><ul><li>Brand with Themes </li></ul><ul><li>Tailor default emails </li></ul><ul><li>Add Menus/Content </li></ul><ul><li>Modify Disclosures </li></ul><ul><li>Get Usage Reports </li></ul>Statements e CSR allows you to “tailor” the Consumer’s eStatement view. <ul><li>“ Query” and “Shadow” </li></ul>
  27. 27. Statements e and Statements e CSR Statements e CSR Print Insert Documents Archive Mail Raw Data Composition Your Website Statements e Your Customers SSO
  28. 28. Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Enterprise Document Archive/Research” “ Creating Marketing Value” “ Providing Transparency” “ Complete e-Statement Administration”
  29. 29. Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Complete eStatement Administration” “ Enterprise Document Archive/Research” “ Creating Marketing Value” “ Providing Transparency”
  30. 30. Solutions Framework CheckUP /21 CheckUP and CheckUP 21 Documents Archive Raw Data Composition Checks Archive Your Knowledge Workers
  31. 31. CheckUP 21 <ul><li>Perform Boolean Searches </li></ul><ul><li>Retrieve & View </li></ul><ul><li>Print </li></ul><ul><li>Download & Email </li></ul><ul><li>Export Queries </li></ul><ul><li>Perform Batch Processes </li></ul>
  32. 32. Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Complete eStatement Administration” “ Enterprise Document Archive/Research” “ Creating Marketing Value” “ Providing Transparency” “ Enterprise Check Archive/Research”
  33. 33. Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP “ Complete eStatement Administration” “ Enterprise Document Archive/Research” “ Creating Marketing Value” “ Providing Transparency” “ Enterprise Check Archive/Research”
  34. 34. Checks e Item Processing Suite Checks Archive Legacy Item Processing System Core Processing System Federal Reserve Checks e RDC Checks e iPOD Checks e EIP Checks e RIP Outgoing Returns Incoming Returns Deposits Deposits Posting file Exceptions File Re- Deposits Chargeback Notices Remote Depositors Branches
  35. 35. Checks e Item Processing Suite Checks Archive Core Processing System Federal Reserve Checks e RDC Checks e iPOD Checks e EIP Checks e RIP Outgoing Returns Incoming Returns Deposits Posting file Exceptions File Re- Deposits Chargeback Notices In- clearings Remote Depositors Branches
  36. 36. Solutions Framework AccessDirect ™ Your Knowledge Workers iVerify CustomerConnect DigiArk Statements e CSR CheckUP /21 Checks e RDC Checks e iPOD Checks e EIP Checks e RIP
  37. 37. MSI Solutions Framework <ul><li>Integrated Solutions Platform </li></ul><ul><ul><li>for future Integrated Applications </li></ul></ul><ul><ul><li>Not “point” solutions </li></ul></ul><ul><ul><li>Consistent User Interface conventions </li></ul></ul><ul><ul><li>Apps Merge Paper and Electronic worlds on both the generation and capture sides. </li></ul></ul><ul><ul><li>Centralized auditing and User Admin </li></ul></ul><ul><li>AccessDirect will continue to evolve </li></ul><ul><ul><li>Intranet functionality </li></ul></ul><ul><ul><li>New applications that leverage data stores </li></ul></ul>
  38. 38. Thank You

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