The Next Generation of Online Banking and Bill Pay.

The Next Generation of Online Banking and Bill Pay

2© 2010 – Proprietary & Confidential

The Next Generation of Online Bill Pay is Here!


View Accounts


Bill Payment


Bill Payment

End-users will have Quick Links on every screen that will allow them to quickly maneuver to key screens.

Add Payee – The End-user will be directed to the add payee screen.

Make A Payment – The End-user will be directed to the payment center.

Make External Transfer – The End-user will be directed to the MoneyHQ external transfer screen.

View Demo – The End-user will be able to view a demo of the online bill pay product.


Bill Payment


Bill Payment

The Help option will display information that is specific to the bill payment screen the End-user is on.


Bill Payment: Payment Center


Bill Payment: Payment Center / Pay A Bill


Bill Payment: Payment Center / Pay Multiple Bills



End-users will now have the ability to add a memo (note to self) to each of their payments. This memo will not appear on the actual payment to the merchant. The End-user will be able to view this memo within Online Activity.


Review Payment Screen

The End-user will be presented with the review payments screen each time they submit a new payment. They must click on the “Submit” button in order for their payment(s) to be submitted.

Note: This screen is replacing the two-step logout and session summary screen.


Debit Impacts

Going forward, in order to ensure a consistent experience for end-users when scheduling payments, the “Send On” date calculated by the online service for standard payments will always be the latest available debit date that will allow Online Resources to deliver the payment on-time. As a result of this debiting logic, Online Resources will no longer perform weekend debits to end-user accounts for standard bill payments.

Please note: if offered by your Financial Institution, Expedited Payments are not impacted by this debit timing change.

Payments that your end-users have scheduled as of the date of your release will not be changed to the new “Deliver By” scheduling methodology. The “Send On” date originally entered by the end-user (even if it is a weekend day) and the corresponding “Deliver By” date for their payments will remain in effect and will be used to debit and remit the payment.


Bill Payment: Payment Activity


Bill Payment: Payees



End-users will now have the ability to update their payee’s addresses online.


Bill Payment: Payees – Add A Payee



By popular request from our clients, the Payee Nickname field has been expanded to 25 characters.


Bill Payment: Payees – Adding An Individual


Bill Payment: eBills


Bill Payment: MoneyHQ


MoneyHQ


Bill Payment: Bill Pay Services


Bill Pay Services: Alerts

MoneyHQ Enhancements


MoneyHQ Enhancements

Enhanced MoneyHQ integration and removal of MoneyHQ tab

New MoneyHQ home page

More prominent display and integration of the MoneyHQ Account Aggregation feature

Convenient new location of MoneyHQ account details

Streamlined Account to Account/External Transfer process

Ability for end users to now conduct future and recurring Account to Account/External Transfers

Expansion of eBills to all online bill payers and better integration of eBills with your online bill payment service

Sunset of the MoneyHQ People Payments (P2P) feature

Improved integration of MoneyHQ balance and eBills alerts

More prominent display of the Personal Finance Manager feature (spending reports)


MoneyHQ: Accounts


MoneyHQ: Add New Account


MoneyHQ: Add New Account Step 1


MoneyHQ: Add New Account Step 2


MoneyHQ: Overview


MoneyHQ: Transfer Funds


MoneyHQ: Manage Accounts


MoneyHQ: Personal Finance Manager


MoneyHQ: Alerts


Consumer Education Campaigns


Just for You!

Thank you for attending this valuable training webinar!

To show our appreciation for your attendance, each employee who attended today’s training is eligible to enter a free sweepstakes, courtesy of

Online Resources!

Simply send your name, your financial institution name and number, and your business mailing address to:

[email protected]

The winner will receive a $2,500 credit towards the purchase of a new product or service from Online Resources*!

Thank you again for attending - we appreciate your business!

* Winner will be selected at random on July 30, 2010. Credit must be used by December 31, 2010.

mailto:[email protected]

Welcome to the New Generation of Command Banking and Bill Pay!

The Next Generation of Online Banking and Bill Pay.

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Transcript of The Next Generation of Online Banking and Bill Pay.