3. Insite iPortal

Insite iPortal

QUICK ACCESS TO ALL YOUR REPORTS

Report Center

Insite iPortal features Report Center, a convenient and efficient report management tool. Report lists provide quick access to your most frequently used reports. Access select reports from your desktop through your own personalized favorites list or view new, required reports that are automatically added to a required list for your convenience.

iportalOverview

QUICK ACCESS TO ALL YOUR REPORTS

Report Center

Insite iPortal features Report Center, a convenient and efficient report management tool. Report lists provide quick access to your most frequently used reports. Access select reports from your desktop through your own personalized favorites list or view new, required reports that are automatically added to a required list for your convenience.

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SEARCH YOUR REPORTS BY CRITERIA

Easy Functionality

The Report Center extends the functionality of reports from the Insite Banking Core by allowing you to search reports for text, sort by column, and assign reports to specific staff. Login information and security permissions are also integrated between Insite Core and iPortal to provide a convenient, single permission setting that impacts multiple access points.

SEARCH YOUR REPORTS BY CRITERIA

Easy Functionality

The Report Center extends the functionality of reports from the Insite Banking Core by allowing you to search reports for text, sort by column, and assign reports to specific staff. Login information and security permissions are also integrated between Insite Core and iPortal to provide a convenient, single permission setting that impacts multiple access points.

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COMBINE REPORTING AND COMMUNICATION

Central and Accessible

Insite iPortal combines reporting and communication into a central, accessible, web-based application that has unlimited potential for adding relative content. Customize every part of your Intranet including calendars, document sharing, Internet favorites, announcements, and weather. You also have the ability to match the look of your Intranet to you bank’s brand through logos, color schemes, and other styling options, creating a truly unique Intranet home.

iportalOverview3

COMBINE REPORTING AND COMMUNICATION

Central and Accessible

Insite iPortal combines reporting and communication into a central, accessible, web-based application that has unlimited potential for adding relative content. Customize every part of your Intranet including calendars, document sharing, Internet favorites, announcements, and weather. You also have the ability to match the look of your Intranet to you bank’s brand through logos, color schemes, and other styling options, creating a truly unique Intranet home.

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FEATURES YOU DON'T WANT TO MISS

Top Features

document

Ensure document integrity by signing off on documents.

revisions

Keep previous revisions of documents with version control.

protect

Built-in security to protect you and your customers’ information.

workflow

A workflow that supports unity and accountability between employees and customers.

content

Content is created with organizational mechanisms that allow for easy browsing.

customizable

Fully customizable site that allows you to create your own Intranet home page.

SEE WHAT OUR PARTNERS HAVE TO SAY

Partner Quote

muscatine

“iPortal allows us to convert documents to email attachments in one easy step. Before we started utilizing iPortal we had an extra software application and it took many difficult steps to complete the same task. “

Community Bank & Trust – Muscatine, IA