Follow Jack’s journey as he uses his bank’s digital technology to make life easier.

JackTech-savvy professional

About Jack
  • Age: 30
  • Location: Los Angeles, CA
  • Job title: Tech-savvy professional
Jack's Challenges
  • Jack is a tech-savvy professional and always on the go. He values convenience and speed in his financial provider and conducts most of his banking via digital channels.
FIS Solutions
  • FIS Modern Banking Platform; FIS Digital One; FIS Code Connect; FIS Enterprise Customer, FIS Robotic Process Automation, CEDAR Customer Communication Management

JackTech-savvy professional

Learn More
X About Jack
  • Age: 30
  • Location: Los Angeles, CA
  • Job title: Tech-savvy professional
Jack's Challenges
  • Jack is a tech-savvy professional and always on the go. He values convenience and speed in his financial provider and conducts most of his banking via digital channels.
FIS Solutions
  • FIS Modern Banking Platform; FIS Digital One; FIS Code Connect; FIS Enterprise Customer, FIS Robotic Process Automation, CEDAR Customer Communication Management

Jack is a tech savvy professional and always on the go. He values convenience and speed in his financial provider and conducts most of his banking via digital channels.

As part of his morning routine, Jack catches up on daily news feeds and interacts with the digital bot to obtain his checking account balance and last five transactions.

As the bot lists Jack's last five transactions, he believes that a debit card transaction at Target has posted for the wrong amount. Jack retrieves the receipt and confirms the transaction was applied in the wrong amount.

On Jack's commute to work, he uses his mobile phone to sign on to his online banking account. He views his list of transactions and, once again, sees the erroneous Target charge.

Jack selects the Target POS record to dispute the transaction. He enters in the requested information and attaches proof by scanning the receipt with his mobile phone.

Jack's financial institution receives his dispute request. Using Robotic Process Automation (RPA), the bot sends an immediate text to Jack to let him know that his request has been received and will be resolved within ten business days.

Five days later, Jack receives an email notification from his financial institution stating that his dispute has been resolved and an adjustment has been made to his account. The email thanks Jack for being a valued customer and invites him to take a quick survey regarding his experience.

       
           
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Digital One
Digital One Conversational Banking allows Jack to manage his personal accounts, pay bills, analyze his family budget and more through a familar voice-based interface that enables a two-way frictionless and digital customer experience.
One-time Pin
The One-Time PIN feature allows the voice-based interface to authenticate Jack so that his transactions are performed in a secure manner.
Code Connect and Modern Banking Platform
Code Connect is an API gateway and marketplace that provides a central access point for all FIS solutions, facilitating requests from the voice-based interface to the Modern Banking Platform which enables real-time access to core functions, payments, card, and customer communications.  Learn More >
Facial Recognition and Digital One
Jack wants the added benefit of safety and uses facial recognition as an additional layer of security. Digital One Consumer and Mobile apps give Jack the convenience to conduct his banking anywhere and through any device. Learn More >
Digital One
Digital One provides a robust set of banking features that give Jack the control he wants and needs to manage his personal finances. He uses his mobile phone to scan a copy of his receipt to initiate the dispute. Learn More >
Enterprise Customer and CEDAR
Jack's contact information and preferences are stored in Enterprise Customer. Jack's experience is enhanced when he receives a real-time and relevant acknowledgement of his dispute via CEDAR's Customer Communications Management solution.
Digital One
Digital One provides a true unifed customer experience across all banking channels. Jack's dispute is immediately received by his financial institution and his dispute is under way. Learn More >
RPA and Modern Banking Platform
RPA utilizes computer software 'robots' to emulate human interactions and integrate to various systems. The bot starts working on Jack's dispute, effectively automating tasks and streamling the process and following up the notification with an official dispute letter. The RPA bot interacts directly with the Modern Banking Platform via API interfaces, to settle the dispute and post adjustments to Jack's account. Learn More >
CEDAR
CEDAR's Customer Communication Management solution streamlines the entire communication process from end-to-end, connecting information for various systems, to provide a seamless and superior customer experience.
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