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Applications

Applications

What applications do I need access to as a new hire? This is our comprehensive list of applications used by the implementation team!

FIS Universityhttps://www.regulatoryu.com/student/

Needed for trainings.

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 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.

 

To learn about the different Partner Pass Functions that we use Click Here

Arroweye is our Fulfillment Center,

The Dash Portal is the client portal. The clients are set up in here

This is where all sales opportunities are entered and assigned to the Implementation Manager to work

Billing Tool

Login - Go to Books (Under Finance) > Sales > Customers > New > Add Contact Name, Company Name, Email and Phone number then SAVE.

Groove

 

Ring Central

 

Used for company verification, can create a login for free.

Expense Management System

There are two types of Jira Portal Requests:

Client issues - Order failed, reporting in the portal not working, VFA issues, etc.

Corporate issues - internal issues to applications or things that aren’t working.

KnowBe4 KnowBe4

Security Trainings

Merchant Acquiring software (utilized to process and show incoming credit card transactions)

 

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