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Next Generation of Online Banking and Bill Pay. The Next Generation of Online Banking and Bill Pay is Here!. My Accounts. My Accounts: Accounts Summary. My Accounts: Accounts Summary. My Accounts: Accounts Summary. My Accounts: Accounts Summary. My Accounts: Accounts Summary.

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My accounts accounts summary4
My Accounts: Accounts Summary

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.

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



My accounts accounts summary6
My Accounts: Accounts Summary

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


My accounts accounts summary7
My Accounts: Accounts Summary

Just as you do today, your Financial Institution will still have the ability to display Global Messages to all End-users at the bottom of the My Accounts screen.

Note: To learn more on how to display global messages to your end-users please go to the client forum and listen to the “QRC Marketing Utilities” recorded training.






























Bill pay payment center pay multiple bills6
Bill Pay: 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
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.


Review payment screen1

The End-user will be presented with the Send On date for each of their payments on this screen. This is the date the funds will be deducted from their account.

Review Payment Screen


Review payment screen2
Review Payment Screen each of their payments on this screen. This is the date the funds will be deducted from their account.


Debit impacts
Debit Impacts each of their payments on this screen. This is the date the funds will be deducted from their account.

  • 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 pay online activity
    Bill Pay: Online Activity each of their payments on this screen. This is the date the funds will be deducted from their account.


    Bill pay online activity1
    Bill Pay: Online Activity each of their payments on this screen. This is the date the funds will be deducted from their account.


    Bill pay payment activity
    Bill Pay: Payment Activity each of their payments on this screen. This is the date the funds will be deducted from their account.


    Bill pay payees
    Bill Pay: Payees each of their payments on this screen. This is the date the funds will be deducted from their account.


    Bill pay payees1
    Bill Pay: Payees each of their payments on this screen. This is the date the funds will be deducted from their account.


    Bill pay payees2
    Bill Pay: Payees each of their payments on this screen. This is the date the funds will be deducted from their account.


    Bill pay payees3
    Bill Pay: Payees each of their payments on this screen. This is the date the funds will be deducted from their account.

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


    Bill pay payees4
    Bill Pay: Payees each of their payments on this screen. This is the date the funds will be deducted from their account.


    Bill pay payees add a payee
    Bill Pay: Payees – Add A Payee each of their payments on this screen. This is the date the funds will be deducted from their account.


    Bill pay payees add a payee1
    Bill Pay: Payees – Add A Payee each of their payments on this screen. This is the date the funds will be deducted from their account.

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


    Bill pay payees add a payee2
    Bill Pay: Payees – Add A Payee each of their payments on this screen. This is the date the funds will be deducted from their account.


    Bill pay payees add a payee3
    Bill Pay: Payees – Add A Payee each of their payments on this screen. This is the date the funds will be deducted from their account.


    Bill pay payees adding an individual
    Bill Pay: Payees – Adding An Individual each of their payments on this screen. This is the date the funds will be deducted from their account.


    Bill pay payees adding an individual1
    Bill Pay: Payees – Adding An Individual each of their payments on this screen. This is the date the funds will be deducted from their account.


    Ebills
    eBills each of their payments on this screen. This is the date the funds will be deducted from their account.


    Ebills1
    eBills each of their payments on this screen. This is the date the funds will be deducted from their account.


    Ebills2
    eBills each of their payments on this screen. This is the date the funds will be deducted from their account.


    Account services services
    Account Services: Services each of their payments on this screen. This is the date the funds will be deducted from their account.

    The options presented on the Account Services tab have been streamlined and organized into End-user-friendly categories.


    Account services manage alerts
    Account Services: Manage Alerts each of their payments on this screen. This is the date the funds will be deducted from their account.


    Manage alerts ebill alerts
    Manage Alerts: eBill Alerts each of their payments on this screen. This is the date the funds will be deducted from their account.


    Consumer education campaigns
    Consumer Education Campaigns each of their payments on this screen. This is the date the funds will be deducted from their account.


    Just for you
    Just for You! each of their payments on this screen. This is the date the funds will be deducted from their account.

    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:

    Readyfortherelease@orcc.com

    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.




    Moneyhq enhancements1
    MoneyHQ Enhancements Pay!

    • 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)