What applications do I need access to as a new hire? This is our comprehensive list of applications used by the implementation team!
Xnet is where we set up the Client IDs for our Implementations as well as the Customer Service Tool (CSA) and FIS' reporting suite, it’s important to note this is what drives a handful of including: reporting, “Know Your Loader”, and pricing.
Partner Pass - https://partnerpass.pathward.com/Login.aspx
Partner Pass is the Pathward (bank). Partner Pass is used by our team to Submit the Third Party Application (TPA), Clear Exceptions, Submit Collateral and Submit Cases among other things.
Arroweye is our Fulfillment Center,
Dash Portal - https://portal.dashsolutions.com/#/login
The Dash Portal is the client portal. The clients are set up in here
Salesforce https://dashsolutions.my.salesforce.com/
This is where all sales opportunities are entered and assigned to the Implementation Manager to work
Reporting Tool
Groove
Ring Central
Open Corporates https://opencorporates.com/
Used for company verification, can create a login for free.
Expense Management System