Synergy Web version – JHA Western Regional Users Group

This topic has 2 replies, 1 voice, and was last updated 2 years ago by Meg Marker.

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- 07/18/2024 at 2:33 pm #1162 Reply
  
  Heather Calahan
  Guest
  
  I am reaching out to gathering some feedback if there are any members of the WRUG group that might already be on the Synergy Web version that would be willing to speak with us and provide any feedback/tips/tricks that would be beneficial to us as we try to navigate through this major change.
- 07/22/2024 at 3:51 pm #1166 Reply
  
  Mission Bank
  Participant
  
  We have been on Synergy Web Client in Xperience for a couple months. Feel free to reach out with any questions or schedule a call.
  
  Thank you,
  Heather Luna
  lunah@missionbank.bank
- 08/09/2024 at 10:12 am #1168 Reply
  
  Meg Marker
  Guest
  
  Please reach out to Laura Shelton with your feedback on this question I’m posting on her behalf: LauraShelton@aslpinebank.com or post your response here on the website
  
  We are currently working on a very large scale project to overhaul our new account onboarding. This is looking at in location account onboarding and digital account onboarding. Currently we use Argo Keys in the branch locations and Meridian Link for the digital space. We also complete all account maintenance requests within Argo Keys.
  
  That brings me to the question I have. We are curious how other banks might be performing maintenance outside of an account opening platform. We are noticing that many vendors do not offer maintenance within their platforms like Argo Keys does. So we would love to learn from others some alternative ways this can be done.
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