Enterprise Content Management Solution - Symitar › PDFs › SynergyClients_Capture... · Enterprise Content Management Solution ... PW, BDR, SIM $1,604,010,625 Lone Tree CO Public

© 2015 Jack Henry & Associates, Inc.®

SynergyEnterprise Content Management Solution

Kyle Gaither

Product Solutions Consultant

4© 2015 Jack Henry & Associates, Inc.®

Who We are and What We offer:

• is a mature ECM solution that has been installed for 20+ years

Mature Product

• $40M Business with a 61% Margin and a $27M Maintenance Revenue Stream

Financials

• has been a steady growth area at JHA for 10 years. 15% of the overall expense in ECM is reinvested into R&D.

Growth Area

• is installed In-House & in Hosted with tight integration with our JHA cores and comp products.

In-House, Hosted & Integrated

• has a large customer base (1,361+) with many large financial institutions (> $1 billion in assets).

Customer Base

• solid roadmap into FY’18 and a long-term vision with a experienced Advisory BoardRoadmap

• team has strong technical knowledge and ECM experience, with well established processes

Experienced Team

• customer service teams continue to exceed the customer satisfaction goal!

Customer Service


Synergy Customers

5

Total Synergy Customers as of January 15, 2016 = 1,361

825246

290

JHA Brand

JHBanking ProfitStars Episys

582

124

464

191

Deployment

In-House

Outsourced

Synergy Express

Serviced By Others


Top 25 Symitar/Synergy Credit Unions By Asset Size

City State Customer Core Products Asset SizeEndicott NY Visions FCU Symitar DM, RM, CM, AI $3,400,000,000

Herndon VA Northwest Federal Credit Union Symitar DM,RM,CM,CSS,eDist $2,967,858,506

East Lansing MI Michigan State University Federal Symitar DM,RM,CM $2,930,866,445

North Liberty IA University of Iowa Community Credit Union Symitar DM,RM,DataMart,PS $2,857,670,011

Raleigh NC Coastal Federal Credit Union Symitar DM,RM,DT,eDist,PS,WF,AI,ADR $2,555,294,886

Exton PA Citadel Federal Credit Union Symitar DM, RM, CHK, SIM $2,311,370,288

Biloxi MS Keesler Federal Credit Union Symitar DM, RM, DT, eDist, PS, AI, ADR, CM, SIM $2,290,282,892

New York NY Municipal Credit Union Symitar DM,RM,CM $2,215,232,661

Briarwood NY Melrose Credit Union Symitar DM,RM,CM $2,083,690,217

Fairfax VA Apple Federal Credit Union Symitar DM,RM,CM,PS,SIM,AI, $2,054,428,831

Atlanta GA Atlanta Postal Credit Union Symitar DM, RM, CM, AI $2,039,899,709

San Jose CA Technology Credit Union Symitar DM,RM, CM,CSS,PS $1,992,618,549

Oak Ridge TN ORNL Federal Credit Union Symitar DM, RM, AI $1,690,879,530

Lake Mary FL Central Florida Educators Federal Credit Union Symitar DM, CM, DT, eDist, PW, BDR, SIM $1,604,010,625

Lone Tree CO Public Service Employees Credit Union Symitar DM,RM,DataMart,DT,eDist,PS,AI,BDR $1,590,254,998

Boulder CO Elevations Credit Union Symitar DM,RM,CM,DT $1,563,584,295

Mount Pleasant WI Educators Credit Union Symitar DR,RM,CM,AI,ADR $1,563,306,568

Spokane Valley WA Numerica Credit Union Symitar DM,RM,CM,DT,eDist,BDR,SIM $1,538,255,996

Midland MI Dow Chemical Employees Credit Union Symitar DM,RM,CM,ADR,AI,DT,eDist $1,446,633,477

Norcross GA Associated Credit Union Symitar DM,RM,CM,AI,BDR $1,366,599,806

Phoenix AZ Arizona Federal Credity Union Symitar DM,RM $1,341,397,962

Denver CO Westerra Credit Union Symitar DM,RM,CM $1,325,979,885

Jacksonville FL Community First Credit Union of Florida Symitar DOC, RPT, AI $1,307,591,226

Whitefish MT Whitefish Credit Union Symitar DM,RM,CSS $1,291,111,995

Pensacola FL Pen Air Federal Credit Union Symitar DM,RM,CM,AI,BDR $1,278,966,289


Major Release

One Per Year (Q1)

Major enhancements

/ corrections

Min of 3 Betas

Update Packages

As Needed

Corrections

Only

Release Support

Last two major releases

Latest Update Packages

Synergy Release Philosophy - Upgrades


Integrated Difference

Report/doc/check Retention

Audit Capabilities

Employee Security

Bulk Re-File

Automated FTP

Single Sign-On

Smart Index

Intelligent Query

Accounts Payable

Document Tracking

Collateral Tracking

Check Manager

Dealer Manager

Opening Act ®

NetTeller®

SymForm/PDF

Image Center®

Centurion Services

Synapsys

Jha Enterprise Workflow

SharePoint®

ARCU

Synergy eSign/iSign

DocuSign


Document Module

• Includes Synergy Capture (Scanning Software)

• Core Integration (Intelligent Query)

• Smart Indexing and Re-File Capabilities

• Supports up to 100+ different File Types (Including PDF)

• Multiple Levels of Security (User/Group/Document)

• Document Retention

Synergy Solutions


Import Soft Copy

XML File Import

Scan & Index

Scan and Smart

Index

Bar Code

Recognition

Document

Information Pages

KOFAX (optional

add-on)

Synergy Document Module - Capture


Electronic Docs(Word, Excel, etc.)

Scanned Images

Digital PhotosQuake hits chemical plant :53

Video & Audio Files

Emails(With and without attachments)

Web Pages

• Storage

• Retrieval

• Management

• Any type of data

Synergy Document Module - Storage

http://www.cnn.com/video/

http://www.cnn.com/video/


Document Retention Compliance

Maintain documents

for user defined

periods of time

Delete documents

and eliminate

liabilities for

customer data with

expired life spans

Meets Regulatory

mandates

Eliminates storage

system resourcesRetention Filter Options


Auto/Batch Document Recognition

• Fully Automates Indexing process

• Handles all Printed Text

• Document Information Pages

Auto Import

• Monitors up to 10 Directories

• Eliminates Manual Imports

• Reduces the Need for Dedicated Scanners

Synergy Solutions


Power Search

• Google Like Search (Free Text)

• Reduces Lost or Misplaced Files by Searching Text not Index Information

Document Tracking

• Integrated with Episys

• Creation of Forms

• Inquiry

• Scalable Reporting

Synergy Solutions


Create Multiple

Knowledge Bases

from Any Data

Search for

Misfiled,

Misspellings, and

non correct data

entry

High Performance

Search Algorithm

Returns Results

Instantly

Power Search – Find anything, anywhere


Provides searching and

reporting on Documents

that are:

Missing or

outdated

Coming due

Past due

Users can search on:

Specific Status

Specific set

Specific data

field

Document Tracking


Synergy eSign

• Reseller of IMM

• Full Support of Electronic and Digital Signatures

• PKI Technology (Used by CUNA)

• Signatures are Housed in Synergy

Synergy Solutions

24© 2015 Jack Henry & Associates, Inc.®May 11, 2016

How does it work?

LendingPlatform

ArchiveMulti-Channel

eSign

Deposit Platform

Prepare

Synergy eSign™ Suite

Host Application

MultipleCore/Platform

Solutions

Synergy Document

Module

Synergy eSign™ End-to-End Integration Value

Split Signature

In-Person and/orRemote

Synergy eSign™ Suite


Synergy iSign


Report Module

• Integrated FTP process

• Core Level Security

• Intelligent Query (Notices, Tax Forms, Statements)


Synergy Reports Module

Provides an efficient single point of

access to enterprise-wide reports

Eliminates lost/misplaced reports

Enhances member service with the ability

to expedite response via immediate

report access and retrieval

Strengthens internal controls through

auditing user operations such as report

load, delete, and export and report

security at the index on the page

Streamlines preparations for regulatory

examinations

Reduces printing costs

Eliminates paper storage systems.

Provides piece of mind knowing that the

reports are backed up and secured off

site

Provides immediate retrieval of stored reports

via desktop, browser client or API

Allows simultaneous access to individual reports

by multiple users.

Ensures data security and integrity by providing

access to reports with all original report data

remaining intact

Provides the ability to print, fax, or e-mail report

data from the client applications.

Leverages a built-in security system that

restricts report access to authorized personnel

only

Provides the ability to call attention to certain

report data by using electronic highlights,

arrows, stamps, and “sticky notes”

Provides the ability to create secure report or

group level text notes available for authorized

viewing at the individual or user group levels

Provides cut and paste capabilities that allow

the easy, secure content exporting to MS Word,

Excel, e-mail and form letters

Enables users to export selected report data

directly to formatted Excel spreadsheets

What it Does What it Does For you


eDistribution

• Automatically Sends Documents & Reports both Internally and Externally

• Integrated with Workflow and Document Tracking

Enterprise Workflow

• Fully Customizable Workflow Solution

• Automates Imaging Process

• Commonly used for HR, AP, Loans

Synergy Solutions


Workflow – Send Email

Start

Collect Info

Decision

Display Info

Send an email to

recipient

EWF Server


Personal Loan Workflow

33

Start

Review

Application

Application

Follow up

Decision

Attach

Supporting Info

Review

Application

Decision

Request

Documentation

Hold

Closing

Something

Something

False True

False True


Check Module

• Intelligent Query

• Image Center Integration

• Signature Verification

• Support X9.37 File Formats

• Single Solution

Synergy API (SIM)

• Web Services API for 3rd parties (Home Banking, HR, Loan systems, etc.)

Synergy Solutions


Single Check Image

Repository

Intelligent Query Check

Research from Symitar

Multiple Display & Research

tools

Tightly Integrated to Report &

Document Module

Integrated with Synergy API for

3rd party access

Check Module – Complete Check Archive


Synergy & Microsoft

• Direct Filling with Microsoft Office suite of products


Synergy Filing - from Microsoft Explorer

42


Synergy Filing - from Microsoft Word &

Excel

43


“New” Synergy Products

1• Synergy AdvancedPDF™

2• Synergy eMailAssist™


“New” Synergy Products

1• Synergy AdvancedPDF™

2• Synergy eMailAssist™

3 • Synergy eStorage™


A new partnership reselling the CVISION Technologies, Inc. PdfCompressor product

October 1, 2015 GA

What Synergy Advanced PDF will do for your Credit Union:

• Create the most compressed network friendly PDF files available

• Combine image processing, near-real-time OCR, advanced compression, PDF/A, web-optimization, PDF bursting, image file conversion to searchable PDF file, and encryption all in one step

• Provide Synergy Express customers with smaller files for faster retrieval and reduced disk space usage.

Requires Synergy AutoImport™ to move the processed files

Enterprise License - no click-charges

Synergy AdvancedPDF™


Synergy eMailAssist™ - How does it work?

Ad-hoc filing


Synergy eMailAssist™ - How does it work?

Autofile


Synergy Training Academy

Certification Training:• Technical Training

• Super User Training

Additional Training:

• User Training

• On site training

• Web training

• Train the trainer

Ensuring your success:


Let’s Go Live