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Banno™ Features

Take a closer look at our products.

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Mobile™ and Online™


General

Core-integration

Connected to Jack Henry Banking® and Symitar® cores for lightning fast data retrieval.

Progressive web app (PWA)

The latest in web standards for providing top-notch JavaScript applications that work across a breadth of devices.
Banno Online only

Native apps for iOS and Android

Truly native apps providing a superior experience on phones and tablets. Minimum versions are iOS 11 and Android 5.0 (API level 16).
Banno Mobile only

Customizable dashboard

Easy to organize cards allow you to decide how to sort your most important information.

Authentication

Two-Factor Authentication

Help protect your account from unauthorized access by requiring to enter an additional code when they sign in.

Self-Enrollment

Account holders can quickly and securely self-serve to get digital access to their accounts. Add age restrictions to prevent young users from enrolling.

Biometric or 4-Digit Access

Use fingerprint authentication, FaceID, or a 4-digit passcode to quickly, securely access the app.
Banno Mobile only

Forgotten Username & Password

Sometimes users forget their username or password. Self-service account recovery gets them back in safely.

Switch users

Easily switch between signed-in profiles and get full access to all mobile features for each of your accounts.
Banno Mobile only

Accounts

View balances

Balance and summary information for DDA/share, credit and loan accounts.

Extended Account Information

Review and understand more about your accounts with additional details.

Statements, Documents, & Notices

Provide access to statements, tax documents, notices, and other documents from ESI, 4|Sight, and InfoImage.

Hide / Show Accounts

Hide or show your accounts from within your settings.

Set Account Nickname

Personalize your accounts by giving them unique names.

Order Accounts

Hide or show your accounts from within your settings.

Show Closed & Paid Off Accounts

Understand at a glance your accounts’ standing.

Account Opening SSOs

Integrations with Meridian Link and SymApp provide ways for users to open new accounts.

Stop Checks

Stop pending checks from being cashed or deposited.
Banno Online only

Transactions

Tag Transactions

Tag your transactions to make organizing and searching for them easier.

Attach Images of Receipts

Easily track your expenses and provide images for your record keeping.

Add Notes to Transactions

Provide more context to your transactions with custom notes.

View Check Images

View the deposited check image within the app.

Search for Transactions

Dynamic search that filters transactions as the user types.

Export Transactions

Export transaction data for a range of dates in a variety of formats.
Banno Online only

Remote Deposit Capture (RDC)

Deposit a Check

Through integrations with EPS Remote Deposit Anywhere, Vertifi, Bluepoint or Digiliti Money, users can deposit checks from their device.

Account Enrollment

Account holders can quickly and securely self- serve to get digital access to their accounts.

View Check Images

View check images in Online, iOS and Android from in-branch, ATM or RDC deposits.

Bill Pay

Pay a Business

Through our integration with iPay, users can add the bills they want to pay and send funds. Users can also schedule recurring payments and send overnight or second-day payments.

Schedule Recurring Payments

Creation of recurring payments for Bill pay and editing of full payment series.

Pay a Person

Send and receive money through iPay P2P with friends and family.

Payment Rush Options

Send an overnight or second-day payment via electronic or check.

Add, Edit, and Delete Payees

Add, edit, and delete the people that you send money to the most to make it even more simple.

Transfers

Internal Transfers

Initiate one-time, future-dated or repeating transfers.

External Transfers

Set up external transfer accounts with micro- deposit verification. Inbound and outbound transfers can be one-time, future-dated or repeating.

Member-to-Member Transfers

Transfer funds to another member of the credit union.

Micro-Deposit Verification

Verify authentic accounts with small deposit transfers.

Business

Approve ACH

Easily manage your business payments by reviewing and approving your ACH transfers.

Cash Management SSO

Provides access to JHA Cash Management features without additional logins.
Banno Online only

Approve Wires

Manage, view and approve wire transfers.

Card Controls

Card On / Off

Temporarily freeze your credit card.

Advanced Card Controls

Through our JHA MyCardRules integration you can help prevent fraud, control your spending limits, and be alerted to all or specific types of transactions.

Activate

Securely activate your credit card online.

Report Lost / Stolen

Quickly report a lost or stolen card.

Re-Order Card

Re-order your card to replace an existing card.

Travel Protection

Tell us when you’re traveling with your cards to help make sure your time away from home is stress-free.

Self-Service Settings

User-Provided Photo

Add a profile photo, to further customize your experience.

Change Address

Self-service editing of mailing address.

Change Username

Allowing users to change their online sign-in credentials with a more personalized username.

Change Email and Phone

Self-service editing of email and phone changes that will update the core.

Conversations

Start a Conversation

Designed to feel like the messaging app you use every day. Chat securely with your bank’s support team to get the answers you need.

Attatch Accounts, Transactions, Files and Photos

Attach accounts, transactions, files or photos to provide more context to your support sessions.

After Hours Message

Set an auto-reply message so your customer knows when to expect you or provide other opportunities for self-help.

Branded Email Notifications

Receive email notification for new and unread support conversations.

View Hours of Operation

See when your FI is available to help.

Alerts

High or Low Balance

Notifications for when your balance is running low and awareness of your account status.

Large Transaction

Allow your customers to set custom notifications for when a large transaction is posted to their account.

Contact Information

Contact and Support Information

Provide your phone number and address for when it’s needed.

Branch and ATM Locations

With our interactive maps, you can make sure your users can find where you are and where they can access their money with your ATMs.
Banno Mobile only

People℠


Users

Search by Name, Email, Username and NetTeller® ID

Quickly find who you’re searching for in multiple ways.

Audit Log of Changes

Understand recent updates to the customer’s account.

User Profile Information from CIF

Pull in customer information directly from the CIF (Customer Information File).

Manage Feature Permissions

Granulated permissions allow your FI.

Recent Transactions

View the customer’s recent transactions to help troubleshoot potential issues.

Approve RDC Accounts

Manage which accounts allow RDC (Remote Deposit Capture).

Account Details

Learn more about the customer’s account with additional details.

View Notifications

Messages

Send a Message to All Users

Send messages to keep your customers up to date with your institution’s news.

Send Push Notifications

Send a notification that pops-up on mobile so your customer doesn’t miss critical information.

Schedule and Expire Messages

Plan your message by selecting a date and time to publish and expire.

Settings

Update Contact Information

Easily update your contact information so your customers know where to reach you.

Edit End-User License Agreement

Customize your EULA as-needed.

Support™


Conversations

Secure, Asynchronous, Personal Chat

Allowing users to have a secure conversation with their FI, exchanging messages and documents.

Assign to User

Assign a specific conversation to someone else within your support staff.

View User Profile

View user photos provides an opportunity for a more personal support conversation.

Saved Replies

Utilize a custom saved reply or template to answer some of your more common questions.

Email Notifications

Receive email notification for new and unread support conversations.

Attach Accounts, Transactions, Files and Photos

Attach accounts, transactions, files or photos to provide more context to your support sessions.

Conversation Status (New, Open, Pending, Closed)

Understand and automatically update the status’ based on what action is needed by whom.

Support Initiated Conversations

Quickly start a conversation from user profiles, sending them the most important messages in a secure platform.

Settings

Set Hours of Operation

Quickly update your hours of operation so the customer knows your availability within the conversation.

Holiday Hours

Update your holiday hours so the customer knows the best time to contact you.

Reports™


General

CSV Export

Export a CSV list of user information for each report type.

Freeform Date Range Selection

Allows the flexibility to select from your own date ranges.

App Usage

Active Users

Understand how many users are engaged with your online banking.

Enrollment Attempts

Keep track of all the enrollment attempts and those that made it through the enrollment process.

Users by Platform

Distinguish which platform your users are using.

Retention

Easily understand how often your users are coming back.

First-Time Users

Understand the reach of your marketing campaigns by viewing first-time viewers.

Logins By the Time of Day

Display when your customers are using your online banking solution the most.

Bill Pay

Active Bill Pay Users

Know who your most engaged bill pay users are.

Total Money Moved

Quickly review all money moved through bill pay.

Average Payment Amount

Recognize the average payment amounts amongst your customers.

Transfers

Active Transfer Users

See data about who your most engaged transfer users are.

Average Amount Per User

Understand who is utilizing transfers the most.

Average Transfer Amount

Understand at a glance your institution’s transfer average amongst your customers.

User Provided Memo Text

Allow your customers to enter memo notes on immediate transfers.

Average Amount Per Day

View and understand the amount of transfer traffic utilized in one day.

Most Popular External Institutions

Insights into what accounts your customers are using most.

Remote Deposit Capture (RDC)

Active RDC Users

See data about who your most RDC users are.

Average Deposit Amount

Understand at a glance your institution’s average deposit amount amongst your customers.

Percentage of Users Enrolled

Understand how many people utilize RDC throughout your institution.

Average Amount Per Day

View and understand the amount and volume deposited in one day.

Rejected Users

See a list of rejected users and enable them if needed.

Average Amount Per User

See the average amount each user transfers from your institution.

Settings™


Authentication

Sign-In to Banno.com

Easily access our Platform from anywhere, right on our website.

Two-Factor Authentication

Help protect your account from unauthorized access by requiring to enter an additional code when they sign in.

Employee Management

Manage Permissions for Groups

Groups are the categories you use to determine which employees have access to features, applications and various permissions inside Banno.

Invite Employees By Email

Easily give employees access to Banno by sending them an email invite.

Content™


General

Add and Edit Images

Place images on your site and edit them to fit exactly where you need.

Site Templates

Develop and edit your sites templates.

Add or Remove Links

Hyperlink your text and images so getting around your site is easy and convenient for your users.

Asset Manager

Upload assets to use on your website and apply labels to make them easy to find later.

Create, Move, and Clone Pages

Keep control of the content on your site and add or move pages whenever and wherever you need to.

Audit Trail

View the changes made to your website and see who is making them.

Activate, Deactivate Pages

Temporarily activate/deactivate your pages for when you may or may not need them.

Integrate ATM and Branch Locations

With our interactive maps you can make sure your users can find where you are and where they can access their money with your ATMs.

Hide Pages

Hide pages from search engines.

Insert and Edit Tables

Use our table editor to manage the tables on your website.

Redirect Management

Create, edit, and delete redirects to get your users to the right location.

Scheduled Publishing

Make changes to your site even if you aren’t ready to publish them and schedule the changes to go live at a later date.

Retrieve, Manage, And Export Forms

Keep track of the forms you collect from your website and archive them when you’re done. You can also export them to a PDF, Excel or CSV file.

Treasury Management and Dynamic Rates

Keep your rates up to date in one place in our CMS and use our dynamic links to put them on your site in multiple places that will update automatically whenever your rates change.

Publishing Approvals

Allow certain users to be able to edit your content and require others to approve the changes before changes go live.

WYSIWYG Editor

Our WYSIWYG (what you see is what you get) editor makes it easy for anyone to update your website.

Marketing™


General

Ad Stats

Review the performance of all your ads to see what’s working and hide the ads that are not.

Campaigns

Keep your ads organized in campaigns for an additional layer of statistics and categorization.

Ad Tags

Using tags with your ads will control where they automatically get placed into your content.

Reporting

Create your own custom reports and export them to a CSV file.

Analytics

Know the success of your ads with stats like goal pageviews, first-time visitors, returning visitors, click-through rate and best performing ads.

Online Banking Username Association

Once a user logs into your online banking site we'll associate that username with their browsing habits so you can have a better understanding of who they are and what products they're interested in.

Audience Overview

Know if you users are visiting your website from desktop, tablet or mobile devices.

Monitor™


General

Broken Assets

Make sure your site doesn’t have any missing assets like images, HTML, CSS and JavaScript.

Email Notifications

Get alerts when Monitor finds a problem with your site and receive reports as often as you’d like.

Broken Links

Know that every link on your site will successfully lead your users to where they want to go.

Maintenance Events

If you ever need to make certain changes to your site that would trigger an alert you can schedule a maintenance event to avoid false alarms.

Changes in Content

Monitor will watch over the content on your website to make sure no unauthorized changes have occurred.

Malicious Content

Monitor will watch over your site for malware or links to phishing scams.

Check DNS and SSL

Monitor will make sure you never have expired certificates or unwanted changes to your DNS records or SSL certificates.

Snapshot History

View and browse your website from any point in time that a scan was run in the past.

Upcoming Features


Mobile and Online

Money Movement
  • JHA Full Service Card Payments*
Customer Enablement
  • Login for Offline Mode (Online)*
  • SMS Banking*
People
  • Unlock User*
Support
  • Option to Enforce Transfer Cutoff Times*

*NT Gap Item

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