Gregory is the owner of an integrated marketing agency that provides digital marketing services and solutions. He’s frequently away from the office meeting with clients and puts his trust in a few key members of his staff to help manage the agency’s finances and help keep him on top of client meetings.
Over the weekend, Gregory’s daughter is home from school for a visit. While out running errands, they stop by the Apple Store to upgrade his phone. He also decides to purchase a few iPad Pros for the office.
Back at the office on Monday, Gregory remembers that he needs to track the expenses for his Apple Store purchase. He signs on with his new phone and is prompted to enter additional information, in addition to his user ID and password.
Once signed on, he takes out his receipt and scans it. All the receipt information is now stored digitally to make reconcilement easier, come tax season.
Gregory goes through the stack of mail sitting on his desk and has received a check payment from a client. He goes ahead and deposits the check right from his mobile app.
Meanwhile, Gregory’s controller sets up their new executive assistant with access to Business eBanking and Business Mobile Banking. Gregory logs into his mobile app and approves the new user setup.
Later that day, Gregory is at an off-site client meeting and receives a text alert that he has a positive pay exception to approve.
Following his meeting, Gregory signs on to his Business Mobile Banking app to approve the exception decision. While signed on, he also goes ahead and approves the payroll transaction that was submitted.