JHA GET SMART A COMPLIMENTARY PRODUCT CERTIFICATION PROGRAM

Transcription

1 SM JHA GET SMART A COMPLIMENTARY PRODUCT CERTIFICATION PROGRAM

2 JHA GET SMART SM + JHA GET SMART SM We are grateful for the significant investments and trust your bank has placed in the solutions provided by Jack Henry Banking. But did you know that most banks only use approximately 60% of the functionality available in their existing technology solutions? That s not surprising considering the many regulatory-driven and functional system enhancements developed each year, personnel changes in your bank, and the time required to keep up-to-date on the latest features and functions. But the JHA Get Smart program is here to help and it s better than ever. Two years ago, Jack Henry Banking announced the free Get Smart program as an optional education-based product certification program that enables in-house and outsourced banks to formally certify employees on their core system and key complementary solutions. These certifications are designed to identify and train resident solution experts who can help optimize your day-to-day use and maximize the benefits that can come from Jack Henry Banking s products and services. We ve developed a unique certification curriculum offered through our Jack Henry University specifically for this purpose. JHA Get Smart also rewards your bank for participating in specific engagement activities. 1

3 + JHA GET SMART PROGRAM CHANGES AND HIGHLIGHTS Based on client feedback, valuable input from client focus groups, and experience with this program during its first two years, below are some key program changes for the coming year: Core certifications for the SilverLake System and CIF 20/20 will continue to include individual loans and deposits modules but the miscellaneous training module has been divided into a general ledger/accounting module and an IT/security module. Core certifications for Core Director will continue to include the original three loan, deposit, and miscellaneous modules. Six additional complementary solutions have been added to the program: Xperience EPS Remote Deposit Anywhere (RDA) jhaenterprise Workflow OnBoard Deposits ArgoKeys Deposit Keys ArgoKeys LendingKeys The Banking Educational Conference (BEC) and the ProfitStars Educational Conference (PEC) have been combined into the Jack Henry Annual Conference (JAC) which will be hosted October 16 to 19, 2017 at the Gaylord Opryland in Nashville, TN. JAC will offer the following educational tracks: Jack Henry Banking Educational Track October ProfitStars Educational Track October Jack Henry Banking Executive Forum October The operational assessments provided by JHA Client Services Consulting SM (formerly Intellix Consulting ) have been expanded to include Xperience engagements. 2

4 + THE VALUABLE PERKS CORE SYSTEM DISCOUNTS FOR YOUR BANK Each product-specific certification and participation in the designated engagement activities accrue points which translate into core system maintenance fee discounts for in-house clients and maintenance fee equivalent discounts on core processing services for OutLink clients. By certifying in the solutions your bank uses or by participating in designated JHA-sponsored activities, your bank will accrue points, which translate into core system maintenance discounts. OutLink banks receive equivalent maintenance fee discounts on core processing services. Program discounts do not apply to complementary solution maintenance fees or complementary solution processing services. Participating banks are required to certify on their respective core system SilverLake System, CIF 20/20, or Core Director. Your bank can earn additional points and the potential for even greater core maintenance/core processing discounts when you utilize and certify on the following solutions: NEW Xperience NEW EPS Remote Deposit Anywhere (RDA) NEW jhaenterprise Workflow NEW OnBoard Deposits NEW ArgoKeys Deposit Keys NEW ArgoKeys LendingKeys OnBoard Loans Relationship 360 italk Synapsys ipay Consumer Bill Pay EPS Remote Deposit Complete (RDC) NetTeller jhapassport Direct or jhapassport.pro Synergy Document Management in-house installations and Synergy Express outsourced implementations 4 sight Item Imaging in-house installations Vertex Teller Automation System Vertex Teller Capture Core Director Teller Core Director Teller Capture 3

5 + CORE SYSTEM DISCOUNTS >> Participating banks can accrue points for fee discounts on core system maintenance (in-house clients) or core processing services (OutLink clients). Your bank can also earn program points by participation in any of these activities: Attendance at the annual Jack Henry Annual Conference (JAC) (formerly the Banking Educational Conference (BEC)) from October 16 to 19, 2017 Gaylord Opryland (Nashville, TN). Attendance by your president or CEO at the the annual JHB Executive Forum from October 15 to 17, 2017 Gaylord Opryland (Nashville, TN). Contract for a JHA Client Services Consulting (formerly Intellix Consulting) operational assessment available for SilverLake System, CIF 20/20, Core Director, NetTeller, the Vertex Teller Automation System, jhapassport, Synergy Enterprise Content Management, and new this year Xperience. Operational assessments must be completed during the current annual certification period. Obtain a Know-It-All NOW elearning subscription. Further details on the JHA Get Smart program are available at: 4

6 + CERTIFICATION POINTS AND DISCOUNTS If you re an in-house client and participate in the JHA Get Smart program, you ll accrue points that can translate into core system maintenance fee discounts. These discounts will be reflected in the annual maintenance billing. OutLink clients who participate in the JHA Get Smart program earn discounts on core processing services that will be reflected in the monthly billing statements beginning each July. Discounts are calculated based on program points accrued during the annual certification period which begins each April. The minimum number of bank associates required for product-specific certifications and for participation in designated engagement activities is tiered based on bank asset size. + PRODUCT-SPECIFIC CERTIFICATIONS/RE-CERTIFICATIONS Jack Henry Banking Solution Available Certification/Re-Certification Program Points Available Program Points Number of Associate Certifications/Re-Certifications Required by Bank Asset Size Up to $500 Million $500 Million - $1Billion $1+ Billion SilverLake System CIF 20/ Core Director NetTeller jhapassport Direct/ jhapassport.pro Synergy Document Management sight Item Imaging Vertex Teller Automation/ Vertex Teller Capture Core Director Teller / Core Director Teller Capture Relationship OnBoard Loans italk Synapsys ipay Consumer Bill Pay EPS Remote Deposit Complete (RDC) NEW Xperience NEW EPS Remote Deposit Anywhere (RDA) NEW jhaenterprise Workflow NEW OnBoard Deposits NEW ArgoKeys Deposit Keys NEW ArgoKeys LendingKeys

7 >> + CORE CERTIFICATIONS The minimum number of core certifications required for program participation is provided in the asset table above. Core certifications for SilverLake and CIF 20/20 encompass four training modules loans, deposits, general ledger/ accounting, and IT/security (each module requires approximately 12 to15 hours to complete). Core certifications for Core Director encompass three training modules loans, deposits, and miscellaneous (each module requires approximately 12 to 15 hours to complete). The individual training modules can be completed by the same or different program participants. Banks can elect to certify more associates than required for their asset size, but additional points will not be awarded. + OPTIONAL COMPLEMENTARY CERTIFICATIONS Complementary solution certifications/re-certifications can be obtained concurrently with core certifications. Each complementary product certification requires two to six hours to complete. Banks can elect to certify more associates than required for their asset size, but additional points will not be awarded. Program points will not be awarded for certifications/re-certifications on complementary solutions not owned by participating banks. Program points will be awarded for certifications/re-certifications on complementary solutions purchased but not implemented to-date. Certification opportunities for additional complementary solutions may be added to the program each year. + ANNUAL RE-CERTIFICATION REQUIREMENTS Annual core and complementary solution re-certifications are required to maintain program discounts. Re-certification in the third year of the program requires participants to complete all: -Release training content and quizzes. -New training content and quizzes added to the initial certification curriculum. Re-certification requirements only apply to program participants who earned the same initial core or complementary certification in the previous year. Program participants completing initial certifications automatically have re-certification versions of the training in their transcripts on April 1, If no new content was added to a specific course, re-certification will only require completing the quizzes. Re-certifications must be completed in the current program year April 1, 2017 to March 31, 2018 to maintain discounts. The time required for re-certification will vary by product and by re-certification year. Re-certification training is not available for the six complementary solutions added to the program. + ADDITIONAL PROGRAM DETAILS Banks that did not participate in the JHA Get Smart program in previous years can enroll in the program at any time, and participants must complete the initial certification training. The annual certification period will begin each April and includes a 12-month certification/recertification period. Each initial certification and re-certification course encompasses required testing that must be passed with a minimum score of 80%. Certification course content that varies by core system or processing environment (in-house vs. OutLink) is clearly indicated in the certification training. Each bank within a bank holding company must certify individually. Program discounts for banks with core system maintenance billed at the holding company level will be applied proportionately to each individual bank based on asset size. Certifications are available exclusively for bank employees and not for contractors or consultants supporting specific bank initiatives. Bank associate certifications/re-certification that are current (obtained in the current program year) can be transferred to other Jack Henry Banking client banks if personnel changes occur. 6

8 JHA GET SMART SM + ENGAGEMENT ACTIVITIES Available Program Points and the Number of Required Participants by Bank Asset Size Jack Henry Annual Conference (JAC) Attendance Annual JHB Executive Forum Attendance JHA Client Services Consulting Operational Assessment (formerly Intellix Consulting) Available Program Points Up to $500 Million $500 Million - $5 Billion $5+ Billion Engagement Know-It-All NOW 1 1 elearning Subscription JHA Client Services Consulting (formerly Intellix Consulting) operational assessments must be completed during the current annual certification period. Know-It-All-NOW subscriptions must be active during the annual certification/re-certification period. + JHA GET SMART SM PROGRAM DISCOUNTS Points Earned Available Discounts Based on Points Accrued Resulting Core Maintenance/ Core Processing Discount 8 2% 10 4% 12 6% 14 8% 16 10% 18 12% 20 14% Program discounts are based on annual core system maintenance/core processing fees. These discounts will be reflected on annual maintenance statements for in-house customers and on the July billing for OutLink customers. 14% is the maximum program discount available even if more than 20 points are accrued. Discounts will be rounded down for banks earning program points between point tiers. For example, a 12% discount will be provided for a bank earning 19 points. JHA Get Smart discounts cannot be combined with discounted multi-year maintenance agreements. JHA Get Smart discounts are available for all OutLink banking core clients. JHA Get Smart discounts do not apply to complementary solution maintenance fees or complementary solution processing services. If you have questions about your bank s ability to qualify for JHA Get Smart discounts, please contact your Customer Relationship Manager or Account Executive. 7 5

9 >> + CERTIFICATION/RE-CERTIFICATION PERIOD The current certification period begins April 1, 2017, and all certifications and re-certifications must be completed by March 31, Discounts earned during this certification/re-certification period begin July 1, Certification/Re-Certification Begins Certification/Re-Certification Ends Core System Discounts Begin April 1, 2017 March 31, 2018 July 1, CERTIFICATION TRAINING JHA Get Smart includes a certification and re-certification training and testing curriculum developed exclusively for the program and distinct from the Know-it-All educational offerings available from Jack Henry University. However, the JHA Get Smart curriculum and required testing are delivered through the convenient and familiar Jack Henry University, which also tracks certification and re-certification progress. All participating banks receive quarterly summaries of their certification/re-certification status which are ed to CEOs, key contacts, and training administrators. + GET STARTED AND BEGIN MAXIMIZING YOUR DISCOUNTS TODAY! Get started by ing the name and contact information for your training administrator to JHUAdmins@jackhenry.com and searching for Get Smart in Jack Henry University to register for the certifications and re-certifications you plan to complete. If you have questions about the JHA Get Smart program, please JHUAdmins@jackhenry. While participation in JHA Get Smart is optional, we strongly encourage you to participate and experience the operational and financial benefits this program offers. Thank you for choosing Jack Henry Banking as your primary technology partner and for your ongoing loyalty to our solutions! 8

10 JHA GET SMART SM + JHA GET SMART AT -a-glance + JHA Get Smart is intended to help banks optimize their Jack Henry Banking technology with new levels of resident expertise. + JHA Get Smart is an optional free education-based product certification program that enables in-house and outsourced banks to certify designated employees on their core systems and key complementary solutions. + JHA Get Smart also rewards banks for participation in specific engagement activities. + Each initial product-specific certification, re-certification in subsequent years, and participation in designated engagement activities accrue points which translate into core system maintenance fee discounts for in-house clients and equivalent maintenance fee discounts on core processing services for OutLink clients. + Program discounts are based on points accrued during each annual certification period. + Program discounts are based on annual core system maintenance/core processing fees. + Earned discounts will be reflected on annual maintenance statements for in-house customers and on the July billing for OutLink customers. + Core certification is required for program participation. + Optional complementary solution certifications can be obtained along with the core certification. + Annual re-certifications are required to maintain ongoing discounts and must be completed in the current program year. + The same program participants who earned initial core and complementary solution certifications must be re-certified on the same solutions in subsequent years. 9

11 >> JHA Get Smart is a complimentary, optional education-based product certification program that enables in-house and outsourced banks to certify designated employees on their core systems and key complementary solutions. + Banks can elect to certify/re-certify more associates than required for their asset size, but additional points will not be awarded. + Program points will not be awarded for certifications/re-certifications on core or complementary solutions not owned by participating banks. + Each bank within a bank holding company must certify individually and program discounts will be applied proportionately to each bank based on asset size. + This certification curriculum and testing is different from the Know-it-All educational offerings. + Jack Henry University is used to deliver the certification/re-certification curriculum and required testing and for participating banks to track their certification progress. + Participating banks will receive a quarterly summary of current certification/re-certification status via . + The third annual certification/re-certification period began April 1, 2017 and ends March 31, Core system discounts earned during the third program year begin July 1, Participation is optional but strongly encouraged based on the operational and financial benefits. + JHA Get Smart replaced the Partner Rewards program in Jack Henry & Associates reserves the right to change and/or cancel the JHA Get Smart program at any time. Further details on the JHA Get Smart program are available at: 10

12 JHA GET SMART SM Your bank has made significant investments in the sophisticated products and services provided by Jack Henry Banking. But considering the complexities of today s core and complementary banking solutions, most banks use approximately 60% of the functionality available in their existing technology platforms. Regulatory-driven and functional system enhancements, personnel changes, time restraints there are many reasons you might not be maximizing technology already at your fingertips. 100% 90% 80% 70% System Capabilities 60% 50% 40% 30% 20% 10% System Utilization Conversion 6 months 1 year Total Capabilities Average Utilization 11 Conversion 1 year 2 year 3 year

13 JHA GET SMART SM 12

14 JHA GET SMART SM A COMPLIMENTARY PRODUCT CERTIFICATION PROGRAM