Online Banking
Clients can set this up in olb or mobile banking to get information to their phone or email
Alerts
Using this can short cut you in a path if you are looking for a certain word
Quick Find
Which of the following doesn't qualify for preferred rewards for business:
Business Advantage, Business Economy Checking, Trust Account, Full Analysis Business Checking.
Trust Account
Main account used to see account information for a caller.
Synergy
This is used to put in a debit card billing or fraud dispute.
Bolt
This page displays the client’s checking, savings, money market deposits, CDs, IRA, credit card, mortgage and line of credit accounts.
Accounts Overview
Allows you to save a path for the future
Saved Solutions
Allows clients to be recognized and rewarded for their loyalty.
Preferred Rewards for Business
System used to see incoming, delayed, and or rejected next day and 3 day transfers.
AchView
This is used when filing an ACH claim.
Unauthorized ACH Form
Financial management software that allows clients to manage their finances, including inventory, invoice management, Bill Pay and payroll. We may need to troubleshoot how OLB integrates with this software
QuickBooks
What icon in solution center signifies a saved path
Yellow Star
First 4 outbound online domestic and internationally wires online per statement cycle are free
Platinum Honors
See information on an Ach/Wire and client sent out via olb!
Compass
When the client is due a credit to their account due to an error made by the merchant.
Billing Dispute
This Dashboard will be available to help clients on mobile and online banking platforms which will provide clients with a big picture view of their cash flow and their financial health.
Business Advantage 360
Allows you to see recent modifications to a path along with the dates they were changed
Revision History
Average daily business balance used to determine eligibility for Preferred Rewards for Business and tier.
Three-month combined
Track the shipping status of a sent debit card
Staci
Recent Maintenance Changes, sending a card overnight to a different address, later than normal purchases are all signs of?
Suspicious Activity
This allows client to link multiple accounts, add sub users, use direct connect.
Account Management
Creates and Allows you to see other profiles if it's a different skill we might need to switch to.
Create Alternate Profile
At the client’s activation anniversary if they no longer meet tier requirements they will be given 3 additional months to correct. After that, the client may be moved to a lower tier or lose program benefit.
Grace Period
To send an digital offer to the client after receiving consent for whatever offer suggested.
Digital Dashboard
Client has fraud on their business credit card that they need to dispute.
Business Credit Card Fraud Claims