With JHA Client Services Consultingsm, IBERIABANK Gains Effective Global Security Implementation and Proven, Expert Support

CASE STUDY

With JHA Client Services ConsultingSM, IBERIABANK Gains Effective Global Security Implementation and Proven, Expert Support

“It was a pleasure working with this group of people. They were Institution: IBERIABANK always helpful and responsive to our questions and concerns.” Location: Linda Hatchett Lafayette, LA Applications Programming Manager Vice President Website: IBERIABANK www.iberiabank.com

Assets: $29.5 billion

Employees: 3,000+

Branches: 216 CASE STUDY

With JHA Client Services ConsultingSM, IBERIABANK Gains Effective Global Security Implementation and Proven, Expert Support

Founded in 1887 in Louisiana, IBERIABANK continues to meet the needs of clients through a comprehensive lineup of financial services, including retail, commercial, business banking, private banking, and mortgages.

Today the bank operates 320 combined offices, with 216 bank branches and other locations spread across states like Louisiana, Arkansas, Tennessee, Alabama, Texas, Florida, Georgia, South Carolina, and New York. They also have insurance, mortgage representatives, and wealth advisers in multiple states.

SM “The IBERIABANK recently partnered with the JHA Client Services Consulting group from Jack Henry Banking® (JHB) for their successful Global Security implementation. Applications Programming knowledge and Manager and Vice President Linda Hatchett shared her thoughts about the bank’s experiences … professionalism Jack Henry Banking: What was the compelling business reason you engaged the JHA Client of the team Services ConsultingSM group to assist with your Global Security implementation project? made for a Linda: We engaged the JHA team to help us plan and implement the rollout of Global Security to 2500+ users (and coordinate the training and education of our users) because the JHA Client very rewarding Services team had the knowledge and experience of doing this before. They understood the best experience.” practices and the best way to implement it.

JHB: What was it like working with the JHA Client Services Consulting group? Linda Hatchett Linda: It was a very good experience. They were able to provide information on best practices and help facilitate the implementation schedule. They had years of experience with this new feature and helped us define the appropriate reporting to manage our auditing needs. It would have taken us a lot longer to implement Global Security without their assistance.

JHB: Can you describe the Global Security implementation project? Linda: We had two separate engagements, one for a new bank setup and one for our remaining banks. The first approach was somewhat different from the second because the needs were different.

The team was engaged to review the current user profiles, help us determine the user groups to be interviewed, and see how many user templates were needed for each department. The next step was for the consulting team to develop the templates for us.

A rollout plan and training plan were developed for the initial pilot group and once all templates were successfully tested we rolled out the templates to all of the remaining users. Everything went very well as we transitioned all of our users for multiple banks within a six-week consulting engagement. JHB: How has utilizing a consultant changed the process from what you had in the past? Linda: We would typically handle these initiatives on our own however, since it was such a large change that affected all users, it was great to have people with the knowledge and experience to handle this situation for us and help respond to user questions, issues, and concerns quickly and accurately. “It was great to have people with JHB: If you would recommend a consultant to other institutions, what is the most compelling the knowledge and statement you would make to another institution considering JHA Client Services Consulting? Linda: The knowledge and professionalism of the team made for a very rewarding experience. experience to handle this situation for us JHB: Is there anything else that you would like to add regarding any aspect of the project? and help respond Linda: It was a pleasure working with this group of people. They were always helpful and responsive to our questions and concerns. to user questions, issues, and concerns quickly and accurately.”

With JHA Client Services Consulting, banks can identify significant operational Linda Hatchett improvements, new revenue and market opportunities, as well as ways to reduce operating errors and costs. Whether you want to improve processes within a single department or enterprise-wide, when you use JHA Client Services Consulting you’ll be able to support bank-specific goals, resolve unique operational issues, enhance global security, and become more efficient and productive.

Consulting is available today to banks automated by the SilverLake System®, CIF 20/20®, and Core Director® platforms.

For more information about Jack Henry Banking®, or to schedule a demonstration or talk to an existing user, email [email protected], call 417-235-6652, or visit www.jackhenrybanking.com.