Volume 4, Issue 2, April 2013

Are You Ready ForEpisys® Release 2013.00?

Protecting the Mobile Member

Full-Disk Encryption Brings Full-Time Security

PresidentTed Bilke

General Manager of Jack Henry Marketing

Debbie Wood

Editorial StaffJohn San Filippo Dan Green Tracy Almquist Kristen Prilaman

Graphic DesignerJulie Snodgrass

Guest ContributorsMilton King

Published By:Symitar, a Jack Henry Company8985 Balboa Ave.San Diego, CA 92123-1507Phone: 619.542.6700360newsletter@symitar.com

www.symitar.com

Letter From the President ...........................................................................................................................................................................2

Are You Ready for Episys® Release 2013.00? ...............................................................................................................................................3

Client Spotlight

State Employees Credit Union –75 Years and Counting ..............................................................................................................................5

Conversion Corner ......................................................................................................................................................................................6

Superior Federal Credit Union – Learning Through Beta Testing .................................................................................................................7

Solutions Spotlight

Simplify Your World, Parts 1 & 2 .................................................................................................................................................................8

Full-Disk Encryption Brings Full-Time Security ...........................................................................................................................................8

More CruiseNet® CUs Are Moving to Data Center Services ...........................................................................................................................9

The POP Awards .......................................................................................................................................................................................10

How Do You Protect the Mobile Member? ................................................................................................................................................11

Resource Center

Get An Education ......................................................................................................................................................................................12

Voting Is Open for Episys® in ESP ...............................................................................................................................................................13

New Limited Release Episys® Testing Program .........................................................................................................................................14

It’s Just Around the Corner – SEC 2013 .....................................................................................................................................................15

Resource Directory

Webinar Recordings .................................................................................................................................................................................16

Business Partners .....................................................................................................................................................................................17

Vendor Integration Program Members .....................................................................................................................................................19

TABLE OF CONTENTSVolume 4 | Issue 2 | April 2013

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LETTER FROM THE PRESIDENTChances are you noticed something different on the cover of this edition of 360. Of course, I’m talking about the new Symitar® logo. While our current branding scheme has served us well for more than a decade, we feel it’s time to update Symitar’s look and feel to something more reflective of our prominence in the marketplace – something big and bold.

Developing this new branding was an interesting exercise. Working with a consultant who specializes in rebranding, a team of Symitar executives had to answer questions such as, “If your company were a car, what kind of car would it be?” or “If your company were a television network, which network would it be?”

The answers to these questions helped the consultant understand Symitar better, but in the end, I have to say I think they helped us understand Symitar better, too.

One of the fruits of this labor is what we call our “I Am” statement. It’s a statement about what we believe differentiates Symitar from its competitors. I think it’s pretty important, so I’d like to share it with you here:

I am innovative technology that truly enables credit unions – that adapts to the needs of the credit union rather than forcing the credit union to adapt to the limitations of the technology.

I recognize that our only truly sustainable differentiator is our commitment to world-class service and the manner in which we conduct business, treating each client the way we expect to be treated, and the way they in turn treat their members.

I fully believe that all of this is only possible when we hire the best and brightest in the industry, and treat those employees with respect and professionalism.

I hope you’ll agree that this is pretty much what Symitar is all about. I give you my personal promise that we’ll try our absolute best to live up to these words day in and day out.

You’ll begin to see our new logo – as well as new Episys® and CruiseNet® logos – more and more over the next couple months. The rollout will be complete when we relaunch our website prior to SEC. In the meantime, if you have any questions or comments, please let me know.

Ted Bilke President

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It’s coming your way soon – the latest Episys release is expected in August. When you load the release, Episys Quest™ is the only user interface available. The Episys for Windows® interface (EWI) and Symulate (text interface) will no longer be available or supported.

In addition, Microsoft® .NET Framework 4 Full Profile must be loaded on all workstations to run Quest. You can download and install this free software before you load the Quest release. Prior releases required .NET Framework 3.5 Service Pack 1.

This final move to Quest ensures that all of our Episys clients are on the same interface. Since its initial release in 2010, Quest has proven successful in a variety of environments in both small and large credit unions. Users appreciate the look and feel of the new interface – the new, streamlined navigation and “favorites” feature allows clients to customize the application.

If you haven’t already done so, be sure your third-party vendors are aware that EWI and the text interface will no longer be available. These changes affect any third party that does screen scraping or telnets into Symulate to access Episys. Symitar® does not support these integration methods and third parties are responsible for finding alternatives.

Are You Ready forEpisys® Release 2013.00?

>>>

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We’re excited to take this next step forward in our technology evolution. Please visit the For Clients portal for more information, including the Episys Quest FAQ, Quick Start Guide, and the Episys Windows and Text Sunset FAQ. You will find helpful information including updated hardware and system requirements.

A Sampling of Enhancements From the New Release Release Download Option This option enables customers to download and install the Episys upgrade directly to their systems without burning it to media. It’s similar to downloading and installing service packs.

GL Next Account Period Balance Here’s a feature that uses general ledger data more efficiently and effectively. In this release, the balance sheet accounts display for GL inquiries. The current GL month and year display for GL inquiries, GL account revision, creation screens, GL Subaccount records, and GL Account Tracking records.

ATM Dialog Card Masking This enhancement makes the masking of card numbers in the ATM Dialog window consistent with the way the system masks card numbers in other parts of Episys. It increases card number security while retaining the ability of credit union staff to make card-related account inquiries.

Loan Accrual Status This offers additional controls for the accrual and recognition of interest to the GL via the Dividend/Interest Accrual Report batch program. It lets you stop interest accrual on a loan to the GL that is past due by a number of days you specify. It offers the ability to supersede default behavior on a loan-by-loan basis for loans that are identified as well secured and in the process of collection

OFAC Verification of Corporate Checks This feature allows you to conveniently check the payee name for an OFAC match on Corporate Checks within the Check Wizard.

PCI PA-DSS File Monitoring This enhancement lets you record the creation and deletion of files during Episys service pack and release loads. Additionally, you can extract event log information in an industry standard format (comma-separated values [CSV]) and export it from Episys.

If you have additional questions regarding Episys Quest, or features and requirements for Release 2013.00,

please contact your Customer Relationship Manager or email tellmemore@symitar.com.

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CLIENT SPOTLIGHT

For three quarters of century, state employees in Florida have had a credit union to assist with their financial needs. The $300 million institution is based in Jacksonville and serves more than 22,000 members. We spoke with Chris Boivin, VP of Communications and Business Development, to get the latest news.

Can you give us a short introduction to State Employees Credit Union? Yes. We’re one of the few credit unions that serves state employees in Florida. All state employees can join. We have five branches, and we’re the only credit union in the state with branches in state buildings. We recently opened a branch in a Department of Education building. It has a new design concept, with teller “pods” for better interaction with members.

What services or products are working well for you? One of our newest programs is our own Visa® card. We’ve had good success with the launch, which was August 1, 2012. Within the first several months, we had 1,200 cards issued and we’re very pleased with that. Five years ago our Visa card went out to an outside processor, but we’ve come back to in-house processing through JHA Payment Processing Solutions® (PPS). With in-house, it’s easier to make adjustments to fit what our members want.

We like giving something back for using credit and debit, so we have the PPS Extra Awards® rewards program that’s been very popular. We offer cash back, travel rebates, and gift cards. Cash is the most common choice.

We added awards to our debit card, too. We started rolling with the Visa card and meanwhile let points accrue on the debit card without telling our members about it. Then after 60 days we surprised them by announcing that they’d been accruing points on debit. We give more points if they make a signature transaction instead of using a PIN with the debit card. That gave us an educational opportunity to explain that there is an advantage to using “the pen” vs. their PIN.

I understand you had a special card for your 75th anniversary last year. Yes, we had a diamond card designed as part of the celebration. It’s a great distinction to offer a diamond card instead of the typical platinum. To note our 75th anniversary, we gave 7,500

points for the first transaction on the card. That equals a $50 gift card or $50 in cash. We doubled points on balance transfers and offered a 3.99 percent rate for the life of the balance. There were celebration events and promotional items. Our members really liked it.

What strategies are working to increase member growth? Although social media and email have their value, I find that nothing works like person-to-person contact. Face-to-face communication and member advocacy are the best. Because our members are state employees, we don’t have community marketing opportunities. Our challenge is to find ways to target prospective members. We try to build relationships through outreach or partnerships with state organizations. When they invite us in to talk, we bring current members who will speak for us. Satisfied members do the marketing for us.

An example of our outreach involves a state-run school for middle and high school students – the Florida A&M University Developmental Research School. We invited art class students to submit artwork to decorate our new branch office. At the same time, we put donation jars in our branches to raise money for the school’s art club. As a result of that partnership we were invited to a benefits fair, and brought in eight new members.

What are you plans for the future? We’re going to be offering the CreātaCard® program through PPS and expect that will be popular. We’ll also be offering mobile banking. Younger people are quickly accepting the idea of not needing a branch. Mobile provides an easy way to bank without branches or ATMs.

Thank you, and good luck with your next 75 years. Thanks for the opportunity to participate in the newsletter.

State Employees Credit Union – 75 YEARS AND COUNTING

www.secufl.org

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WE WELCOME THE FOLLOWING CREDIT UNIONS TO THE SYMITAR FAMILY.

February 2013

• Symitar EASE – Capitol CU, Austin, Texas. Anne Boatright, CEO. Previous Processor: Fiserv DataSafe

March 2013

• Episys MDT – NARFE Premier FCU, Alexandria, Virginia. Mary Wye, CEO. Previous Processor: Fiserv Galaxy

• Episys – Mutual Security CU, Shelton, Connecticut. Larry Holderman, CEO, Previous Processor: Fiserv Aftech

A Look at the Latest

Converts

CLIENT SPOTLIGHT

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The $426 million Superior Federal Credit Union stands out from the crowd. For members of this Lima, Ohio based institution, Superior FCU offers a competitive array of useful products. At Symitar, the credit union stands apart by being such a stalwart participant in Episys® beta testing. We spoke with Susan Wagner, VP of Operations, to learn about both.

What member programs and services are particularly successful for you? There are several that stand out. Mortgage lending is one. Our in-house and CUSO program has been the leading mortgage lender in the county for the past several years. We service over 8,000 mortgage loans on the FICS system using Episys RTA [Real Time Access].

Another service is the in-house credit card program and debit card program we offer to our 49,500 members. Two years ago, we added DataCard’s in-house card production solution. It gives members more choices in card designs, including our “school spirit” cards, which promote over 30 area high schools.

We also offer full brokerage and trust services as well as small-business offerings that include SBA lending and deposit services. Recently we started Superior Insurance Services, which will be offering auto and home insurance to our members.

What do you think is the key to your success with these products? Our products are designed to be very competitive in the marketplace, providing members value for their money. Also, because of the depth of our product offerings, we do not have to refer members to other institutions to meet financial needs. We can be the one source for trusted financial solutions.

Let’s talk about beta testing. Why does Superior FCU volunteer to be a beta tester so frequently? We like the opportunity to explore the developments that are being offered in new releases. By being a beta tester we devote time to exploring new Episys product functionality. Sometimes we do not implement the functionality immediately, but we have a better awareness of initiatives introduced in releases. Without beta testing, we would probably not dedicate the time to exploring release enhancements.

How much time is required by your IT department to handle beta testing? Loading patches is the most time-consuming part of being part of beta. During the course of beta we may have 12+ patches

which require loading into a test SYM and then live when directed by the SAM (Software Acceptance Management) team. Overall, this probably averages 2-3 hours a week during the beta process. Loading the release into test and live would be required regardless of being part of the beta process.

What are some of the benefits you’ve received from being a tester? There are several projects over the last few years that would have been much more difficult in implementing had we not been involved in the beta process. Some that come to mind include the Overdraft Privilege Reg E opt in, online card blocking rules, and in-house credit card processing.

Would you recommend beta testing for other credit unions? If your credit union likes to get the most from its processing system, yes. In our case, our sales manager has a habit of coming up with some very interesting promotions. We’re sometimes challenged to find a way to make them work in Episys. Beta testing has given us the opportunity to work with the software in ways that we would not have otherwise. If you have a staff that enjoys a challenge and the opportunity to experiment with what the system can do for them, then beta can be a good experience.

CLIENT SPOTLIGHTSuperior Federal Credit UnionLearning Through Beta Testing

“Symitar® has had a long and fruitful relationship working with Superior FCU as a beta partner.

Superior FCU has participated in more than 14 Episys® beta tests. Superior FCU’s commitment

to the beta testing process ensures that the new release operates optimally for its institution.

Superior has direct access to Symitar Operations and Development personnel during beta, and receives a higher level of support and

compensation for its efforts.”

Sandy Potter, Senior Manager, Software Acceptance Management

www.superiorfcu.com

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SOLUTIONS SPOTLIGHTSimplify Your World, Part 1It’s easy to install, and once you have it, jhaAddress Verify™ validates, updates, and standardizes addresses at the point of entry. Get instant verification about whether an address is legitimate (a valid delivery address) and get it in the post office-approved format. You can even display the address on Google Maps™. You can run jhaAddress Verify standalone or integrated with ELA (Enhanced Loan Application) and EMA (Enhanced Member Application) and it works with both Episys® and CruiseNet®.

Simplify Your World, Part 2Fostering a sales culture can be stress-free when your sales staff knows that it’s offering loan refinancing that lowers members’ payments and interest. Refi Analyzer™ runs in real time and presents your employees with offers that are both in the members’ best interest and meet their qualification criteria. Refi Analyzer can be run standalone or integrated with EMA, ELA, and Account Cross Sell™. A scenario calculator gives your staff multiple payment scenarios.

For more information, contact your Account Executive or email tellmemore@symitar.com.

You can try to guard every component of your storage area network 24 hours a day. You can use every security technique available. A time may come, however, when a disaster or theft exposes your server’s hard drive to the world, or a retired piece of hardware accidentally ends up in the wrong hands.

Full-disk encryption (FDE) erases these worries. FDE uses self-encrypting disks that keeps data secure even after removing the drive from the server. FDE uses a set of encryption keys installed on the disk subsystem. Because the encryption is on the disk drive itself, the CPU maintains optimal performance even while security is enhanced.

Symitar offers the IBM® DS3500 Express® as an ideal storage machine to work with your Episys® core. The DS Storage Manager provides key management, using a single authorization scheme that applies to all self-encrypting drives

in the server. The storage manager maintains and controls the key linkage and communications with the drives, secures drive groups, and even initiates an instant secure erase feature if desired.

The security offered by this system satisfies regulatory requirements for maintaining integrity for data at rest. Your Episys core is protected and your members’ data is safe. So go ahead and send that server out for repair. If it flies away in a storm, no matter where it lands the data is secure with full-disk encryption.

FULL-DISK ENCRYPTIONBRINGS FULL-TIME SECURITY

For more information, please contact your Customer Relationship Manager or email tellmemore@symitar.com.

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It’s a trend. Many in-house CruiseNet users are finding a strategic benefit in outsourcing their data processing to JHA OutLink Processing Services™. What’s driving the migration? Decreased workload is a big factor. With automated, offsite operations, staff arrive at work to find tasks such as ACH, credit file

downloads, and recurring entries already accomplished. After they leave at night, jobs such as share drafts and credit card uploads

occur on their own. This benefit enabled MPD Community Credit Union in Nashville to reduce a full-time position to part-time after

moving to OutLink.

For small credit unions, having to be physically present for processing and uploads can be a drain. The staff must organize their lives

around the demands of processing tasks. With CruiseNet outsourced, that constraint is gone.

Another big motivator is the reduction in hardware purchases and maintenance. Dealing with server issues and installing software

upgrades is an expense these institutions can do without. Jackson ACCO Credit Union in Jackson, Mississippi found using OutLink

more cost effective than buying servers and dealing with hardware depreciation.

Data security is also an important issue. With Symitar storing and backing up critical data, credit unions worry less about data loss from

storm damage or accidents. For St. Tammany Federal Credit Union in Slidell, Louisiana, the peace of mind provided by secure offsite

storage is incalculable. Before OutLink, credit union staff had to physically carry the server to a car and drive it to safety when

a hurricane threatened. Now it has the ability to continue operations from any Internet connection.

The final factor in making the data center switch is member service and growth. Staff time that was once filled with busy work and

task processing is redirected to members. Creative, member-focused activities replace upgrading software and tinkering with servers.

Linda Meeler, CEO of Jackson ACCO said of OutLink: “It lets you get on with it.” Glenda Rushe, CEO of St. Tammany said: “It’s definitely been

a factor in member growth and increased member service.”

For more information, contact your Account Executive or email tellmemore@symitar.com.

More CruiseNet® CUs are Moving to Data Center Services

SOLUTIONS SPOTLIGHT

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The POP AwardsIt’s time to announce the latest PowerOn® Marketplace™ awards. Each POP (PowerOn Pro) receives a certificate of achievement and a $25 gift card.

First Quarter 2013 The user who contributed the most solutions: Georgia Hayes of Austin Telco FCU.

The user whose solution received the most downloads: Bobby Woodrell of UMe FCU for “Report to HTML.”

Congratulations to our quarterly winners. Annual winners will be announced and presented at the 2013 Symitar Educational Conference & Technology Expo.

THERE’S POWER IN PLASTIC.

Coupled with unmatched integration to your Episys® core platform, Symitar® Payment Processing Solutions (PPS) gives you the power to: •Growyourcreditcardportfolioandreap all the benefitsfromyourefforts.

• Provideservice to your members on your terms,thewaythey’vecometo expectit.

• Capture,analyze,andactupon

extensive transactional data.

Visit our online resource center at www.symitar.com/power to learn more about the power that Symitar PPS can put at your fingertips every day.

SOLUTIONS SPOTLIGHT

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How Do You Protect the Mobile Member?

Just a few years ago our definition of “distributed capture” revolved primarily around merchant and branch capture. Since then, that definition has expanded dramatically. Capture points now include consumer scanning (at home), smartphones, and phone-to-phone processing. What a difference a half-decade can make!

For those of us in the industry, we always keep transaction fraud at the forefront of everything we do. Back in the dark-ages (circa 2005), that meant running scanned items through a local hot-file or against some national database. Life was simple.

What do you do with a member who is constantly on the move? One who is scanning from her living room on Monday, her office on Tuesday, and her smartphone anywhere anytime? Or the business member who wants his funds ASAP, regardless of where they come from?

How do we meet the needs of these two individuals without exposing them or the credit union to risk? Oddly enough, the answer is a combination of old and new technology: 2005 meets 2013.

Let’s consider the woman mentioned in the third paragraph – we’ll call her Karen for the sake of discussion. Her home business requires her to be on the move and accept checks at the same time. Her strategy until now was to get to the branch or night drop whenever she could. Usually that meant a mad rush to a branch on a Friday afternoon.

For Karen, the use of a home scanner, smartphone, and even image ATM capture are a dream come true. Yet the credit union still needs to guard her transactions from fraud, just as if she walked into a branch to do them. In her case, we need to be able to manage all of her channels (home, smartphone, and ATM) with one fraud system. Some immediate areas of opportunity are:

• Duplicateitems.Thiscouldbefraudulentoraresultofheraccidentallyscanninganitemathomeandalsoviasmartphone. We need to catch that quickly and notify her so she doesn’t count on the same funds twice.

• Hot-filesandnationaldatabaseinformation.Thismayfallintotheoldtechnologycategory.Theabilitytoscanearlierinthe process allows us to leverage this technology at a higher level. We can be proactive vs. reactive.

Those are just two examples of how we can offer Karen what she needs while protecting her interests and the interests of our institutions. Karen is no longer rushing to the branch on Friday. She is a happy member that can’t imagine life without these services.

Also in the third paragraph, there is the business owner who wants his funds ASAP. Let’s call him Kevin. He and his son Chase own a business that is low margin and inventory intensive. Chase is the sales-minded one who wants to see money in the bank. He views accepting checks as a way to bring in more customers. Kevin is more cautious and concerned about exposing the business to the risk associated with checks. When done right, a single fraud management system can make both Kevin and Chase happy. It needs the following features:

• Uniformity.Applythesamefraudtechnologytoeverycheckregardlessofitsorigin.

• Comprehensiveness.Includeeverychannelandbeopentofuturechannels.

• Speed.Earlyscanning+earlyfrauddetection=lessexposureforall.

At the end of the day, we need to give Karen, Kevin, and Chase what they need. At the same time, we have a responsibility to our organization. In the world of technology, 2005 is a lifetime ago. In reality, the right approach still takes advantage of what all technology, new or old, has to offer.

Be sure to talk to your Account Executive about our ImageCenter™ 5-Point Fraud Solution or email us at tellmemore@symitar.com.

By Milton King, Sales Directors, ISA Group, ProfitStars®

SOLUTIONS SPOTLIGHT

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Tweet Much? You might be a Twitter fiend who is managing dozens of message streams with apps like Tweetdeck and Tweetcaster. Then again, you might be a casual Tweeter – someone who receives more than you send. Whatever your status in the Twitter-verse, you can receive the latest Symitar and Jack Henry news on your favorite Twitter app:

@Symitar – General information @Symitar_EpisysU – Educational updates, including links to the popular grammar guide, Editor’s Corner. @Symitar_SEC – If you attend our annual educational conference, stayed tuned to this feed. @Symitar_Webinar – Keep up with our webinars in 140 or fewer characters.

Beyond Symitar @jackhenryonline – Company information @ProfitStars – Regular reminders about products that integrate with Symitar

We’ve Got Blogs You can find the above-mentioned Editor’s Corner grammar tips here. ProfitStars maintains an interesting, regularly updated source of wit and wisdom here.

Webinars are Waiting for You See upcoming Symitar webinars on symitar.com Find an archive of past Symitar webinars on the For Clients portal. Explore the latest ProfitStars webinars.

More Training Opportunities On-demand online training modules covering compliance and soft skills are now available on the For Clients portal. (For Clients portal > Education > Learning Management System). The Learning Management System has more than 100 online modules that focus on skills to help you serve your members and keep you abreast of compliance-related regulations and issues. Among the 100 individual modules are ADA Compliance, Bank Secrecy Act (BSA), Identity Theft, Commercial Lending, and Leadership Style.

Get an Education

SOLUTIONS SPOTLIGHT

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VOTING IS OPEN

RESOURCE CENTER

It’s time for your voice to be heard. Vote for your favorite enhancements! ESP (Enhancement Submission Process) is JHA’s online tool that makes it easy for you to submit enhancement requests. We have updated the ESP interface this year to improve the user experience.

The voting period for Episys is open for your discussion and voting through midnight Central Time, Monday, May 13th. Here’s how ESP works:

• IntheSubmission phase, you can submit enhancement requests for the products licensed by your credit union. Submissions in this phase are only visible to you.

• DuringtheInitial Review phase the product managers review the enhancements to identify duplicates, check for existing functionality, and clarify items with you. When the Initial Review phase ends an Enhancement Catalog is created, which is a collection of all submissions that have been approved for voting. The Enhancement Catalog is published in ESP and is viewable by all users.

• IntheDiscussion phase, you can view submissions from all institutions, use the discussion boards within ESP to discuss enhancement ideas with other users and Symitar analysts, and lobby for your favorite enhancements.

• DuringtheVoting phase (the current phase for Episys), you can view all submissions from all institutions and vote for the enhancements you’d most like to see. You can continue to use the discussion boards to collaborate and exchange ideas and preferences about enhancements.

• Aftervotinghasended,aVoting Results Catalog is generated, and after the Final Review phase a Ranked Enhancement Catalog is published which contains enhancements that have been selected to be included in our roadmap.

To access ESP, you’ll need a login to the For Clients portal. If you don’t currently have access, it can be set up by your institution’s For Clients Administrator. User guides, online training, and additional information about ESP are available on the ESP page of the For Clients Portal under the “Tools/Administration” tab.

If you haven’t yet participated in JHA’s ESP and would like to, please email us at espadmin@jackhenry.com. We’ll be glad to

answer any questions you might have and help you get started.

for Episys® in ESP

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Symitar is pleased to introduce a new Limited Release testing program that provides client testers early access to the beta release media and allows you to test and review content at your own pace.

Symitar simplified the former Limited Release testing program to make it easier for credit unions to participate. The new program does not require testers to load beta patches or follow the full release testing schedule; however, clients are strongly encouraged to report defects using the standard beta defect reporting process.

Limited Release testers have access to the cross-functional Episys Beta Triage team and to the beta SharePoint site, which is a central location for testing resources and project documentation.

If you would like to participate in the Limited Release testing program or have questions about any of the release testing programs, please send an email to SAM@symitar.com.

NEW LIMITED RELEASE EPISYS® TESTING PROGRAM

RESOURCE CENTER

When Symitar support cases close, our system chooses at random to send some clients

surveys. You could be a lucky recipient! If you do receive one, please take a moment to

fill it out. It’s only 10 questions and it means a great deal to us. All surveys are read and

recorded. Your responses help us continually improve client satisfaction.

Complete the feedback loop. Fill out the survey.

Client satisfaction surveys – they’re so random

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Registration is open. The full agenda will be up by May 1. See you there.

IT’S JUST AROUND THE CORNERThe Symitar Educational Conference & Technology Expo 2013 is on the way. Here are few reminders: • September9-12attheHiltonBayfrontinSanDiego • Early-birddiscountreservationsendAugust5 • Keynotespeakers:Jeff Havens and Lee Silber • ExpecttoseetheSpeedDemoShowdown,thegreatroundtablesandsessions,andmoresurprisesthisyear.

RESOURCE CENTER

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WEBINAR RecordingsDid you happen to miss one of our recent webinars? Click on the links below to view the latest recordings. To access our entire library of webinar recordings visit the Sales & Marketing page on the For Clients portal or simply click here.

Win the Fight With Centurion BCP: Enterprise-Wide Business Continuity ConsultingView Recording Password: iBCP Win the Fight With OpCon: Cross-Platform Work Flow Automation and Job Scheduling View Recording Password: OpCon

Gladiator CoreDEFENSE: How Secure is Your Network? View Recording Password: Defense

Give Inefficiency the Pink Slip - Your Passport to Fast, Accurate Application Processing View Recording Password: Pink

Satisfy Members and Generate Revenue With Prepaid Cards View Recording Password: Cards

Automatically Process Transactions Quickly and Efficiently With ImageCenter View Recording Password: Image

Gladiator ESM: Who’s Monitoring Your System? View Recording Password: GladiatorESM

Think Ahead: Centurion & IT-Lifeline Bring You BlackCloud Recovery View Recording Password: BlackCloud

Goodbye Workstations, Hello Virtual Desktop Infrastructure View Recording Password: Virtual

Symitar Enterprise Mobile Apps Focus Group View Recording Password: Mobile

File Your Call Reports Faster and More Accurately With DataLink CU View Recording Password: DataLink

Symitar Payment Processing Solutions: Reinvigorate Your Cards Program! View Recording Password: Symitar

Beta Testing the Episys® Release View Recording Password: BetaTest

Are Your Systems Ready for MRM? View Recording Password: MRM

Is Your Culture Ready for MRM? View Recording Password: MRM

eCTR Makes the Compliance Process Easy and Efficient! View Recording Password: eCTR

Yellow Hammer Suite - Stop Fraud Dead in Its Tracks View Recording Password: Fraud

Synergy ECM: Maximize Your Time and Minimize Your Clutter View Recording Password: Synergy

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BUSINESS PartnersTo complement our own array of technology solutions, Symitar has partnered with select companies to offer our credit union clients additional products and services. These business partners are evaluated on quality and appropriateness of their offerings. Click here to learn more.

Want additional information? Email us at 360Newsletter@Symitar.com.

Akcelerant Akcelerant provides software to the financial industry with specific focus in collections, recovery and lending.

Banc Intranets Banc Intranets is an innovator of Intranet solutions which includes portal, document management, content management and collaboration modules that help financial institutions improve their overall productivity.

BIT Statements BIT Statement offers a turnkey solution that can revolutionize the way you process your statements and save you money.

Cognos® 10 BI™ Cognos 10 BI delivers the complete range of BI capabilities including reporting, analysis, dashboards, and scorecards on a single service-oriented architecture (SOA).

Convergys Intervoice Network IVR Intervoice Network IVR is a powerful, carrier-grade IVR, designed to enable the rapid development of new revenue-generating voice and video services.

CUTEK Provides expert advice and programming services for the technology needs of credit unions.

DataMail Services DataMail Services provides innovative statement production and delivery solutions to credit unions.

DeepTarget® Digital Marketing DeepTarget solutions help businesses effectively and affordably connect to their customers with personalized and targeted marketing using banner ads and email campaigns.

Everbridge Everbridge provides an innovative and reliable automated emergency notification service for more than 1,500 clients.

FICS Commercial Servicer® Commercial Servicer automates the servicing of mortgages and commercial loans including multi-family and commercial real estate, income property and construction, as well as accommodates the servicing of lines of credit, loans for equipment, inventory and more.

LivePerson LivePerson provides two-way online communication capabilities that enable credit unions to provide real-time chat and desktop sharing during NetTeller banking sessions.

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LoDo Software LoDo provides software to the financial industry with a specific focus on online financial management tools for leading online banking systems, such as NetTeller.

Member Driven Technologies Member Driven Technologies provides cost-effective, innovative IT solutions to credit unions throughout the United States.

MeridianLink Opening Act by MeridianLink is an online new deposit account opening and lending application origination service. MeridianLink has extensive experience In the development of web-based systems.

Pinnacle Financial Strategies Member Privilege® Member Privilege is the overdraft privilege solution that fully automates NSF processing, eliminating the traditionally time-consuming and inefficient manual process.

RSA, Security Division of EMC, Multifactor Authentication Multifactor Authentication solution provides an end-to-end solution for two-factor authentication that enables credit union members to conduct online transactions via the Internet with confidence.

Silver Peak WAN Optimization Silver Peak appliances leverage a variety of technology components to minimize WAN limitations, ensuring secure and scalable traffic delivery with maximum application performance.

SMA OpCon™ Workflow Automation SMA OpCon™ is the world’s most advanced cross-platform process automation and job-scheduling solution for today’s complex data centers.

Synergent® Synergent specializes in credit union products and services to provide our clients with the most powerful, stable and flexible system available, with enhanced efficiencies so you can do what you do best, serve your members.

Truaxis Truaxis provides purchase rewards and personalized bill analysis services for members through NetTeller Online Banking™.

Wycom Check Signing Solutions Wycom Systems is a leading provider of solutions that improve check, receipt and document processing for credit unions and accounts payable departments in industries across the board.

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Vendor Integration Program Members DirectoryThe Vendor and Hardware Integration Programs (VIP/HIP) assist vendors who share common customers with Symitar. This helps ensure that credit unions have efficient technology that’s compatible with Episys. Download our Vendor Integration Service product brief for additional information. Want additional information? Email us at 360Newsletter@Symitar.com.

AdaptAdapt Telephony Services, LLC (Adapt) is a global value added reseller and integrator of unified business communications solutions for contact center automation, enterprise IP telephony, and enterprise messaging.

AlkamiAlkami Technology is a privately-owned software company focused on providing e-Banking solutions to the financial services industry.

Allied SolutionsAllied Solutions is one of the largest providers of insurance, lending, and marketing products to financial institutions.

Andera Inc.Andera is a leading provider of online account opening and funding solutions in the U.S.

Arcot SystemsArcot, the Cloud Authentication Leader, makes Web transactions and online access safe for millions of consumer, enterprise, and e-Commerce users.

AscensusAscensus delivers high-quality solutions for the retirement plan marketplace.

Bluepoint Solutions Bluepoint Solutions is a provider of end-to-end Check 21 check capture and processing applications and electronic content management solutions. Adhering to strict best practice standards, Bluepoint delivers proven technology solutions and consulting services.

CBC InnovisCBC Innovis offers customized risk management solutions that can assist financial institutions with Red Flag, U.S. Patriot Act, and OFAC compliance; consumer ID verification; demand deposit account opening; consumer credit reporting; and more.

Ceto & AssociatesCeto and Associates specializes in developing solutions, which provide financial institutions the ability to increase profitability through the implementation of revenue enhancement programs and the optimization of overall operational efficiencies.

Centurion Inc.Centurion, Inc. is a contact center technology manufacturer . Its core product is Centurion CARES (Communication and Relationship Engagement Solution) a server that supports the Centurion ACD, IVR, Outbound Notification and CRM solutions.

VIP Members

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ClairMailThe ClairMail solution is a comprehensive suite of mobile banking and payments applications built on a flexible, enterprise-ready mobile platform. ClairMail enables financial institutions to lower costs, enhance acquisition, improve retention, reduce fraud and generate revenue.

Connect Connect develops and delivers technology solutions designed to leverage multi-channel access to our client’s membership. Our solutions assure a seamless back-office workflow and an optimal member experience across the online, mobile, in-branch, and call center touch points.

CRI SolutionsCRI Solutions provides leading technology solutions for credit unions that are designed to work together to create a platform to more efficiently serve members, increase productivity, simplify work flow operations, and enhance service performance.

CRIF Lending SolutionsCRIF Lending Solutions is a leading provider of loan origination software, outsourced loan processing technology, credit decisioning systems, analytics, and credit data access systems. This includes the popular SAIL application.

CSI Internet BankingCSI Internet Banking is an interactive, industry-leading solution optimized for how members want to interact with online banking. It includes features such as customizable widgets, built-in marketing tools, bill payment, and personal financial management.

CUDLCUDL offers credit unions a comprehensive line-up of lending solutions to successfully meet the individual needs of each and every credit union.

Cummins-Allison Corp.Cummins-Allison Corp. supplies easy to use and reliable coin and currency equipment for small and large financial institutions.

CUNA Mutual GroupCUNA Mutual Group is a leading provider of financial services to credit unions, their members, and valued customers worldwide. This includes CUNA Mutual Group Payment Protection.

DATAMATXDATAMATX is one of the nation’s largest privately held full-service providers of customized print and electronic billing. The company has three state-of-the-art distribution centers covering all regions of the United States.

DemoTeller - Custom Card SystemsDemoTeller offers a full line of solutions for financial cards, magnetic encoding, and the issuance of plastic cards.

Deluxe Financial ServicesProvides checks, security, fraud protection, regulatory, growth, and acquisition services to help credit unions remain successful and to serve their membership base with confidence. Deluxe has been facilitating successful relationships between credit unions and their members for more than 95 years.

Digital MailerDigitalMailer (DMI) is a digital communication and electronic marketing firm with 10 years of white-listed email delivery and mobile messaging experience.

Digital ResolveDigital Resolve is an innovative and responsive partner to our clients, helping to secure and grow the online channel while keeping customers safe from the threat of online fraud.

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EFT SourceEFT Source, Inc. is a leading, secure card personalization and fulfillment provider for the financial services industry. It is Visa, MasterCard, and Discover certified, and its instant issuance service, Card@Once®, is the first affordable, PCI certified, Web-based solution in the industry.

Employee Loan SolutionsThe Employee Loan Benefit Program enables Symitar credit unions to offer a small loan alternative to Payday Loans. This will be in concert with employers who offer this as a qualified employee benefit.

Evans, Simpsons & AssociatesEvans, Simpson and Associates provides quality insurance products, innovative financial services, and specialized companion products to financial institutions.

Experian QASExperian QAS is a leading provider of address data quality software and services.

Finance GeniusFinanceGenius is an end-to-end fully integrated Web-based loan platform. It offers a sales and incentive tracking module, turnkey auto recapture, call center loan application support, and a highly predictive custom scoring module. It delivers full tracking and paperless automation of loans.

Gardner Design GroupGardner Design Group offers fully managed software solutions for financial card issuers who want to increase their brand loyalty and drive the spending habits of their card holders.

GeezeoGeezeo is a leading Online Financial Management (OFM) solutions provider for banks and credit unions helping organizations engage their base, reach new markets, and increase wallet share.

Harland Clarke Harland Clarke offers an expanded suite of direct marketing services, delivery and anti-fraud products, contact center services, and checks and check-related products to the financial institution market.

• LazerPro• Cavion• SSO

IBSIBS is the premier provider of collection and recovery software to credit unions. It is dedicated to enhancing and growing its software’s functionality for collection and recovery professionals at credit unions and banks. Scalable, powerful base features are supplemented with voice messaging, full LexisNexis integration, pay-by-phone, and integrated collateral management services.

Integrated Media Management®Integrated Media Management (IMM) specializes in document output management and automation technology to help financial institutions electronically streamline paper-based processes.

Intuit Financial Services Intuit Financial Services, formerly Digital Insight, helps financial institutions optimize their profitability by continuously innovating how consumers and businesses manage their money.

JwaalaJwaala is changing the face of online banking, with an innovative platform that allows financial institutions to deliver the services people want. With MoneyTracker your users can interact with their financial data like never before. MoneyTracker is a highly customizable, open, and extensible online banking platform for financial institutions.

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KIVA Group, Inc.KIVA Group provides Web-based software solutions that help small and large financial institutions worldwide integrate and optimize their multiple delivery channels to achieve sales success through exceptional customer service.

LeadfusionLeadfusion is the industry source for Financial Experience Management (FEM) tools to help financial institutions produce an authentic online experience that creates personal value for consumers and enhances the corporate brand.

Lending Solutions, Inc. (LSI)Lending Solutions, Inc. provides lending center services and consulting programs for financial institutions across North America.

MagTekMagTek is a leading manufacturer of electronic devices and systems for the reliable issuance, reading, transmission and security of cards, checks, PINs and other identification documents.

Main Street Checks Main Street Checks provides personal, specialty, business, and computer checks and related products exclusively to community-based financial institutions. Features include simple/low pricing, typical next-day in-plant turnaround, personalized customer service, state-of-the-art PC order entry and a 100 percent satisfaction guarantee.

Malauzai Software Malauzai Software builds mobile banking SmartApps for community banks and credit unions for use by their customers and members on Apple and Android mobile platforms.

Midwest Loan ServicesMidwest Loan Services offers credit unions a wide range of payment services for members including Automatic Monthly Payments, Automatic Semi-Monthly Payments, Automatic Biweekly Payments, Free Internet Payments , Speedpays, and Payment by Check.

Millennial Vision Inc. (MVI)MVi offers an imaging product suite that enables customers to replace paper-based processes with digital document management.

MoneyDesktopMoneyDesktop is the fastest-growing PFM (personal financial management) solution for financial institutions. MoneyDesktop integrates within online banking platforms and helps banks and credit unions increase loan volume, attract new users, and stay ahead of the competition while enabling account holders to take control of their finances.

MShiftMShift is a provider of mobile banking technology for the financial services industry via the mobile Internet, SMS/text banking and downloadable applications

NCP Solutions NCP Solutions helps companies optimize the effectiveness, efficiency, and impact of their critical business communications. This includes statements, check products, tax documents, and promotional/educational information, and more.

Online ResourcesOnline Resources provides tightly integrated, award-winning offerings for all your credit union’s online retail and business banking needs. Currently working with more than 130 Symitar credit unions, we offer highly personalized self-service tools for your members—while empowering you with a reliable, secure and highly configurable online channel.

PM Systems CorporationPM Systems Corporation (PMSC), fields a comprehensive virtual banking system to the financial industry, having more than 20 years of service on record.

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Postilion, an S1 CompanyS1 Corporation delivers integrated financial services on an open platform to leading financial institutions, retailers, and processors. Our solution family spans payments, online banking, branch banking, and lending.

PresidioPresidio is the leading provider of professional and managed services for advanced IT solutions. Its comprehensive portfolio includes data center, virtualization, unified communications/collaboration, security, mobility and contact center technology solutions as well as managed services. Presidio also offers clients an extensive suite of financing solutions, including leasing.

Problem SolvedProblem Solved is a software development and consulting firm dedicated primarily to the credit union marketplace.

PSCU Financial ServicesPSCU Financial Services is the nation’s largest credit union service organization (CUSO) and serves more than 1,500 financial institutions nationwide.

Q2Q2 offers electronic banking solutions. Leveraging electronic banking software across a single technology platform, allows for the delivery of unified online, voice and mobile banking services from a single application.

QuieTrackWe calm down CPI and insurance tracking with the industry’s most intuitive and user-friendly systems. We’re corporate enough to know and personal enough to care – QuieTrack is Insurance Tracking Tranquility.

Source 4Source4 is a national provider of integrated business and marketing solutions.

State National CompanyState National Companies strives to increase the value and profitability of our clients’ loan portfolios through the delivery of superior products and services.

Teledata Communications Inc.Supporting more than 250 credit unions, banks and finance companies across the United States, TCI provides affordable loan origination solutions that give direct, indirect, internet and retail lenders the edge they need to be first.

TeleVoiceTeleVoice provides call center technologies including interactive audio response units (IVRs) and Computer Telephony Integration (CTI) middleware for screen pops, intelligent call routing and agent tracking.

TyfoneTyfone creates value for organizations and their customers by providing a turnkey infrastructure (software on the phone, middleware platform, and a memory card based token for the secure element/contactless payments/NFC).

Vysym CorporationVysym Corporation designs, develops, markets, and supports advanced voice, communication and integrated transaction processing solutions to financial institutions.

Wipro GallagherWipro Gallagher’s NetOxygen enterprise loan origination system is an end-to-end loan origination software platform that streamlines the entire loan processing and fulfillment workflow, from managing leads and taking applications to document preparation, funding, post closing, and interim servicing.

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HIP Members

Wolters Kluwer Financial ServicesWolters Kluwer Financial Services provides compliance solutions that empower risk management professionals to make smart and confident decisions in a rapidly changing environment.

Xpress Data, Inc.Xpress Data is the only company in the nation specializing in the composition, production, and delivery of credit union notices and letters.

Burroughs Payment Systems, Inc.Burroughs Payment Systems offers a comprehensive suite of products that include desktop check and full-page enabled scanners, cash automation solutions, printers, software, and related services.

Star MicronicsOne of the world’s largest printer manufacturers, Star Micronics has developed printers that are ideal for the highly demanding retail banking and credit union markets. Star is the leading provider in the United States for credit union transaction printers.

TransAct TechnologiesTransAct Technologies Incorporated is the leader in developing and manufacturing market-specific printers for transaction- based industries.