SunTrust. Online Cash Manager Demo. Duration: 00:04:51:00 Date: February

Transcription

1 SunTrust Online Cash Manager Demo : 00:04:5:00 Date: February 04 03

2 SunTrust Online Cash Manager Demo Page /3 0:00 0:00 For consistency, the video opens on a SunTrust blue background. The sun rays animate in. Full logo appears and moves to upper left.

3 SunTrust Online Cash Manager Demo Page /3 3 0:00 4 0:00 Sparkly comet shape moves in from left, revealing the "Online Cash Manager" text. Comet streaks behind and around the text...

4 SunTrust Online Cash Manager Demo Page 3/3 5 0:00 6 0:00 Growing in size, it moves in front of the logo, which is starting to fade out. Comet starts spinning in a vortex, going upward. Random bits of paper start flowing up inside it.

5 SunTrust Online Cash Manager Demo Page 4/3 7 05:00 8 When small businesses asked for more convenient ways to manage, monitor, and track their money, we listened. More papers spin up through the vortex.

6 SunTrust Online Cash Manager Demo Page 5/3 9 0 In fact, we more than listened. Online Cash Manager provides you with greater visibility into your finances, which gives you more control over your business. The paper vortex continues spinning and grows closer. The comet flies offscreen to the right while papers continue spinning.

7 SunTrust Online Cash Manager Demo Page 6/3 04:00 One of the pages, showing an invoice or bank statement, flies toward the camera and gets "stuck" briefly and flutters against the screen. The invoice flies off to the right and reveals the "My Bank" dashboard.

8 SunTrust Online Cash Manager Demo Page 7/3 4:00 04:00 4:00 04:00 This Quick View Demo will show you how to get the most out of this powerful solution. Let's begin the demo by taking a look at the information displayed on the "My Bank" home page. Page has a slight rotation on y axis.

9 SunTrust Online Cash Manager Demo Page 8/3 4:00 3 0:00 4:00 4 zoom in to frame the Account Balances and Transactions blocks Here you can quickly view a summary showing your account balances... Highlight the Account Balances block

10 SunTrust Online Cash Manager Demo Page 9/3 4:00 5 4: :00...and account transaction details. You can also perform several cash management tasks from the "My Bank" page,... Highlight the Transactions block Pan down to frame the Quick Transfer block

11 SunTrust Online Cash Manager Demo Page 0/3 4: :00 4:00 8 :00...such as initiating transfers between accounts The Info Center provides you an immediate view and quick access to important notifications. You can see if you have any new and unread alerts, messages or reminders that require your attention. Highlight the Quick Transfer block Pan diagonally to the upper right to frame up the Info Center block. Each item highlights in sync with VO

12 SunTrust Online Cash Manager Demo Page /3 4: :00 3 5:00 04:00 "What I really want is a quick snapshot of all my account information." We've given you a straightforward way to view it all within the Accounts tab. Zoom back out to full page The MyAccount page slides off within the page frame, and the Balances page slides in from the right.

13 SunTrust Online Cash Manager Demo Page /3 3 5:00 3 5:00 3 Here, you can view balances, review transactions, retrieve statements, Balances page is revealed. Continue to do slow, subtle shifts on vertical axis. Balances page slides off to left, Activity page slides in from right

14 SunTrust Online Cash Manager Demo Page 3/3 3 5: :00 3 5: :00 or you can search for specific account activity. You can even download information to your desktop or financial software, such as QuickBooks. Activity page revealed. The block of transactions lifts off the page.

15 SunTrust Online Cash Manager Demo Page 4/3 3 5:00 6 0:00 3 5: :00...and spins to turn into a large PDF icon. The icon and flip chart shrink a bit to show the icon being dropped (ie, "downloaded") to a computer dock.

16 SunTrust Online Cash Manager Demo Page 5/3 4 0:00 4 0:00 I need an assistant to help remind me of important dates and information (laughs)... do you have one built in? Activity page splits open to reveal a page with lots of text elements representing dates, payees, dollar amounts, etc. Each line of text is moving in opossite directions and at varying speeds. Icon dock drops away and website screen gets closer.

17 SunTrust Online Cash Manager Demo Page 6/3 4 0: : :00 Screen turns to face forward and zooms in so that only the moving text fills the entire screen. Actually, we do. We've designed a quick and easy way to set up your own alerts and reminders. One payment name scrolls into view and then stops and a form field box draws around it. The other text fades back and scrolls completely off screen.

18 SunTrust Online Cash Manager Demo Page 7/3 4 0: :00 5 0:00 0:00 How you prefer to be notified - by or mobile device - is up to you. The form fields slide off screen left, and a name badge slides in from right. First text box shrinks slightly and moves up. Three more fields and a form button drop down from underneath it, and we see the fields auto-populate. Once filled, a mouse cursor clicks the "Schedule" button.

19 SunTrust Online Cash Manager Demo Page 8/3 5 0:00 0:00 5 0: :00 And what about restricting access to sensitive financial information? Online Cash Manager can help maintain security by allowing you to assign additional users with unique permissions. Badge centers on screen, swaying slightly as it's hanging from a lanyard. Zoom out to show three more badges flipping into view on vertical axis. Three lines then connect them to the top badge.

20 SunTrust Online Cash Manager Demo Page 9/3 5 0: : :00 Zoom into the bottom right badge, and a list of security options slide out from behind it. Three access level "lights" are turned red. For added control over your accounts, the Company System Administrators can use the User Entitlements function to grant users specific access to accounts and services. Name badge flips to reveal a keyhole on its back. A key slides in from right.

21 SunTrust Online Cash Manager Demo Page 0/3 5 0: :00 6 The key inserts into keyhole and turns. All access lights turn green in succession. I have a lot on my plate, so I don't want to constantly search for bills or sort through paper statements. Bills and statements fall from above to create a wipe transition to the next scene.

22 SunTrust Online Cash Manager Demo Page / :00 Revealing a laptop showing the Bill Pay screen, beside a stack of paperwork. With Bill Pay, you'll find bill payment information on one easy-to-use page. A few pages lift from the top of the stack and get sucked into the screen.

23 SunTrust Online Cash Manager Demo Page / : Here, you have the ability to schedule payments and view bill reminders as well as pending payments. You can also sign up to receive ebills for participating billers, and set up recurring payments between you and a company or an individual. Once pay button is clicked, that row transforms into a confirmation message. Zoom in for closeup of Bill Pay screen. Auto-fill a row with dollar amount and choose date from date-picker. A mouse pointer clicks the Pay button.

24 SunTrust Online Cash Manager Demo Page 3/3 7 33:00 05: :00 05:00 Can we talk about fraud? It's on the minds of a lot of small business owners, like me. With Fraud Inspector, you have the power to identify and curb potential theft. Camera goes up, revealing a list of transactions. Mouse clicks on one of the transactions.

25 SunTrust Online Cash Manager Demo Page 4/3 7 33: : : :00 Just review cleared transactions every day and submit reversal requests for items you deem fraudulent. After submission of your fraudulent item, SunTrust will process your return. The funds are usually returned to your account the next business day. Camera and transactions swivel around so they stack like time machine screens. An alert button slides out from the right side of the foreground transaction. Mouse clicks alert button and transaction turns red.

26 SunTrust Online Cash Manager Demo Page 5/3 7 33: : :00 Fraudulent transactions slides left off screen. I need to spend less time managing payroll so I can spend more time managing my actual business. How can Online Cash Manager help? Camera cranes down to reveal a subtle, curved "floor" surface.

27 SunTrust Online Cash Manager Demo Page 6/3 8 5:00 8 5:00 :00 A payroll book slams down from above, kicking up a bit of dust. If your small business has fewer than 00 employees, SunTrust Online Payroll may be able to help you simplify payroll management, saving you time, money and hassle. Once you sign up through the payroll tab, you can enter and submit payroll with just 3 simple clicks. Book starts to rotate clockwise and open.

28 SunTrust Online Cash Manager Demo Page 7/3 8 5: :00 4 0:00 Continues to open and rotate, revealing a laptop. A comprehensive payroll management service, SunTrust Online Payroll will help you get a handle on all of your payroll matters, including calculating, depositing and filing your federal, state and local payroll taxes. Laptop is now facing front. Large, bulleted phrases appear in sequence on screen.

29 SunTrust Online Cash Manager Demo Page 8/3 8 5: :00 8 5: :00 You can also receive payroll reminder s, initiate direct deposit payments, utilize HR tools and more. With Online Payroll you can spend less time on payroll and put more effort into managing and growing your small business. The laptop lid starts to close Laptop lid completely closed

30 SunTrust Online Cash Manager Demo Page 9/3 8 5: :00 Left and right panels slide in front of laptop. What about electronic payments? The screen segments in half, and the left column segments into thirds. Right column has basic form fields. Upper left frame shows a check being filled out. The form fields are populating as well.

31 SunTrust Online Cash Manager Demo Page 30/3 9 4:00 07:00 9 4: :00 With ACH Services, you can easily initiate ACH payments including direct deposit, business payments and electronic tax payments. In addition, you can schedule payments to automatically occur on a recurring basis - initiate credits to pay someone you owe, or debits to collect funds from someone who owes you. The top left frame greys out, as the check is finished. Middle left frame shows the check going into an envelope. Right form continues filling out. Envelope spins around and a stamp is placed on it. A mouse pointer clicks the submit button.

32 SunTrust Online Cash Manager Demo Page 3/3 9 4: :00 0 0:00 06:00 ACH Payments are an efficient, reliable and secure alternative to writing checks. And if you ever need help, contact us by sending your inquiries directly to customer care through the Online Cash Manager Message Center. Middle frame greys out. Bottom left frame shows the envelope going into a mailbox with the flag going up. The right frame already shows a success confirmation page. The screen splits and both halves slide off in either direction like a sliding door.

33 SunTrust Online Cash Manager Demo Page 3/3 0 0:00 4:00 To learn more about using Online Cash Manager, contact your SunTrust Banker, Relationship Manager or Treasury Sales Officer, visit suntrust.com, or call It's everything you need to manage your business finances with ease. Online Cash Manager. From SunTrust. Reveal the Suntrust logo and a monitor showing the website