TOP NEWS New ADMIN Design

As announced in our previous newsletter, the admin area of your EBIT Online Banking Software has now also been changed over to the new design. Following advanced ergonomic aspects, the new 'Look & Feel' now allows even faster workflows, higher usability and a more lucid front-end- and data transparency.

TOP NEWS Individual Extensions on your Registration Screen

Depending on the services and products of your finance institution, it may be highly interesting and important for your business to request extended criteria and information from your new customers. Examples for such extended information could be: number of persons within household, net income, investment intentions, consumer behaviour, etc.
 
Previously it required individual, costly programming to have such additional questions implemented on your registration screen; but now the EBIT Online Banking Software provides an option to add any kind and an unlimited number of additional information requests to your registration screen, with only a few clicks. In doing so, you do not only determine, if such additional questions are required to be answered or whether they are just optional; you also define for each additional question individually, in which way the customer may reply, i.e. (a) with a 1-line statement, (b) with a multi-line statement, (c) with yes or no, (d) by choice from a list of possible answers, which have also been pre-set from your administration end.
 
To make use of this new module please see:
Settings -> User Registration Settings -> Custom Profile Registration Information

TOP NEWS User Documents

Your Banking Software now provides an option to publish important company documents centrally within the EBIT banking software user area, for direct downloads by your customers, such as for example: Terms & Conditions, Privacy Policy, Online Use Policy, Service Fees, etc. This new option also helps to propagate important forms, such as service application forms, wire transfer forms, etc. Your customers will find the documents published under "Help -> Documents".
 
To make use of this new feature please see:
Admin -> Settings -> System Settings -> User Documents

Individual/Cyclic Account Statements

Already since the last software update you have been provided with an option to let the system automatically generate all bank account statements for all customers, every 1st of a month for the full previous month, to be sent as PDF files through internal messages to your customers.
 
In addition to said above, your customers now have an option to define additional "personal system rules", to determine for which account they wish to receive further bank account statements for individual periods (daily, or weekly on specific weekdays, or monthly on specific days of month). The delivery still takes place through internal messages as PDF files for these additional account statement requests.
 
This new feature is located in the user area, under "Reports -> Account Statements".

New Admin-Report

Within "Admin -> Reports -> ATS Report" you will find a new report labelled as "Remaining Expiry Counter Summary". In case you make use of the EBIT's ATS features (Automatic Transfer System, e.g. for real-time interest crediting), this new report will provide detailed information about how many and which accounts are still subject to an ATS computation. This report also helps to determine, if an ATS has potentially expired for specific accounts (Expiry Counter = 0).

File attachments in Customer Messages

Your customers are now provided with an option to add file attachments to all messages to your finance institution, sent through the "Finance Institution Contact Form" in the user area.