Statements
see what’s new with our products
A Message From Our Team
Happy October! 🎃 Fall into our latest batch of updates designed to make managing your financial institution even smoother. This month, we're excited to highlight new features for the Banno Support app case queue, seamless browser-based key generation for developers, the launch of our new Origination Pilot & Beta Hub for lending and deposits, and so much more. Dive in below to see what's new!
Getting Started with Tap2Local
Our first three Tap2Local go-live waves are complete! We appreciate the initial insights that so many of you have provided, and you can bet the house we’re using your feedback to further improve the experience across the board.
Tap2Local Enablement
To keep the lift light, all existing Banno Business organizations will be able to enroll in Tap2Local as soon as it’s enabled for your financial institution. After that, you’ll need to enable Tap2Local for each new organization, and its users, that comes online.
Note: Once the Tap2Local toggle has been enabled for an organization (on the Permissions tab of the business profile in Banno People), you should see the corresponding toggle displayed on that organization’s member profiles (under the Tap2Local heading on the Overview tab).
Streamlined Merchant Support
The process of becoming a merchant is filled with checks and balances, as many of you know. With Tap2Local, we’re making this process simpler than ever before. However, given the complexity, there are scenarios with merchant enrollment, and with established merchants, that require assistance from our partner, Moov.
To expedite this support process for you and the merchants you serve, soon your support teams will be able to create a Moov ticket directly from Banno Support. The design ensures a seamless handoff that also keeps your team informed and at the ready, so you can be entirely confident your accountholders get the support they need.
Currently in beta testing, the first version of this feature allows for the handoff to Moov, and subsequent releases will increase your team’s visibility of activity within Moov’s helpdesk system. We will release this for all Tap2Local customers soon; no support ticket is required.
New Tap2Local webpage
One more thing: Now you can learn more about Tap2Local here on Banno.com. The new webpage provides a look at the problem Tap2Local addresses, why Tap2Local is the right solution, and how its key features benefit merchants!