Synergy Web version

[Heather Calahan]

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.

[Mission Bank]

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

[Meg Marker]

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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