• Secure Login Setup: Employees install the VIP Access App and generate a unique Credential ID.
• Credential Submission: Users enter their Credential ID into the registration interface to link their device.
• Access Restriction: Only registered devices are allowed to log in—unauthorized devices are blocked automatically./li>
• Integrated with Login Settings: Device registration is managed directly from the security preferences panel, alongside password and access code settings.

• Register devices using Symantec VIP Credential ID.
• Restrict access to verified employee devices only.
• Integrated with login settings and security preferences.
• Real-time device validation and enforcement.
• Built for secure, scalable, and compliant access control.

• Multi-User Business Accounts: Each business account can include multiple users with distinct roles (e.g., admin, finance, operations).
• Role-Based Access Control: Admins can assign or update roles for each user, determining what features they can view or modify.
• Remote Deposit Role Management: Specific privileges—like read-only or read/write access—can be granted for modules such as remote deposit.
• Real-Time Updates: Changes to user roles and access levels are applied instantly, with audit trails for compliance.

• Manage multiple users under one business account.
• Assign roles like admin, read-only, or full-access.
• Control access to modules like remote deposit.
• Real-time updates with secure audit trails.
• Designed for clarity, control, and compliance.

• Seamless Login:Users authenticate once via their corporate identity provider (IdP) and gain access to nCino’s full suite of services.
• SSO Tile Appears:The nCino tile (e.g., Mortgage, Credit Card) appears within the UI.
• One‑Click Access: Clicking the tile routes users to nCino services via SSO authentication.
• Manage Card: Users manage accounts—statements, loan applications, alerts, and more—seamlessly.

• One-click access to nCino via corporate SSO.
• Organization-aware account creation for business clients.
• Integrated loan origination with secure session continuity.
• Built for speed, security, and operational clarity.

• Data Sync Initiated: Customer data flows bidirectionally between Q2 and Salesforce, keeping both platforms updated.
• Security Questions Captured: Users select and answer security questions during online banking setup.
• Real-Time Access for Support Teams: When a customer calls in, bank representatives can instantly view their security questions and answers in Salesforce—enabling fast, secure identity verification.
• Controlled Access: Only authorized employees can view sensitive data, ensuring compliance and privacy.

• Designed to improve trust, speed, and service quality.
• Secure, permission-based data visibility.
• Enhanced support workflows with real-time context.
• Instant access to customer security data for verification.
• Bi-directional sync between online banking and Salesforce.

• Step 1: Choose Your LoanSelect your desired loan amount (up to $5,000) and repayment term (6–36 months) using our intuitive slider interface.
• Step 2: Select Your Account Pick the bank account where you’d like the funds deposited—secure and instant.
• Step 3: Confirm Eligibility Users must confirm they are not involved in any active or recent bankruptcy cases and are current on financial obligations.
• Yearly Bonus Meter:Tracks consecutive qualifying months toward the $250 annual reward.
• Step 4: Accept Terms & Get Funded Review the terms, accept the offer, and receive your cash—often within minutes.

• Personalized loan offers tailored to your financial needs.
• Competitive interest rates designed to keep borrowing affordable.
• Real-time eligibility checks and instant approvals.
• Fixed monthly payments for predictable budgeting.
• Secure account selection and fast fund transfers.
• Built for speed, clarity, and financial empowerment.

The Solution

Automatic Group Mover and Targeted Notifications
Customers are automatically segmented into groups based on real-time attributes and behaviors.

• New user has made deposit and has open account for 30 days? → Move out of restricted new user group to standard retail group.
• No open accounts for 2 months? → Disable & moved to purge group.
• Inactive for 22 weeks? → Receive email prompt to login.
• Inactive for 24 weeks? → Disable & move to purge group.
• Minor turning 18? → Receive happy birthday email and move out of minor group.

Why It Matters

By automating segmentation and outreach, the bank not only improved operational efficiency but also delivered a more personalized digital experience. This helped strengthen customer relationships and drive growth while decreasing staff workload.