When will the current i-BusinessBankingTM user interface be updated?
The new iBusiness banking user experience is being deployed in phases to all customers by August 30, 2021. The Bank will selectively entitle companies to the new iBusiness Banking user interface prior to the mass enablement date of August 30, 2021.
Will there be any impact to users?
None of the existing functionality is changing, so users can continue to access the current features in the same way. However, navigation to and through these pages may be different.
Are there any functional enhancements included in this update?
No, all existing services and functionality within the application will remain the same.
Can I toggle between the current application and the new user interface?
No, you will not be able to toggle between the old and new user interfaces.
Will users on laptops and tablets with smaller screens have the same experience as traditional desktop and laptop users?
Yes. The new i-BusinessBanking has a responsive, touch-centric design that provides a great experience regardless of the device you’re on.
Will the new user interface display on my mobile devices?
Yes. The new i-BusinessBanking interface has a responsive, touch-centric design that will display when using the mobile web. However, it should be noted that the mobile applications are not being updated at this time, so the existing view will remain the same.
Where did the dashboard panels go?
To better meet customer navigation needs, the new Welcome page is designed to provide a consistent user experience across the platform; provide immediate access to balance information and actionable features; improve performance for users with many accounts; and provide options to support differing user perspectives.
Will the dashboard/Welcome page still have panels?
The dashboard panels are being redesigned and will be available in the application at a later date.
Is there a limit to the number of accounts that can be displayed on the Welcome page?
No, there is not a limit for the number of accounts that can be displayed.
Will the accounts currently selected for a user’s dashboard be migrated over to the new landing page?
Yes, accounts currently assigned to a user’s dashboard will be migrated to the priority list of accounts on the new Welcome page.
Will users still have access to searchable history, including transactions and statements?
Yes, there is no impact to the retention of transaction data or statements. Your current history settings will be maintained as contracted with your bank.
Will a user’s alerts, email, and text convert to the new user interface and be set up the same?
Yes, there is no impact to the existing alerts that are already configured.
Will customers with current FTP setups need to be modified?
No, there is no impact to current customer FTP setups.
Will there be any impact to our current single sign on (SSO) integrations?
No, there is no impact to current SSO integrations.
Will users be able to search for more than 90 days of transaction history in a single search?
No, the inability to search for more than 90 days of transaction history in a single search has not been changed.
Will the current templates for ACH, wire, and transfers be converted to the new user interface?
Yes, there is no impact to existing templates or data saved in the underlying system database.
Will recurring transactions (ACH, internal transfers) be converted to the new user interface?
Yes, there is no impact to existing recurring transactions or data saved in the underlying system database.
Can users still search completed transactions (ACH/wires) from the old system once they are on the new user interface?
Yes, there is no impact to completed transactions or data saved in the underlying system database.
Will a user’s favorites be carried over to the new interface?
Yes, all saved favorites and reports will be carried forward into the new i-BusinessBanking user interface.