Below is a list of various applications and websites that are used across the bank, along with their purpose and associated vendor/support.
*Access Auditor (user access/entitlement reviews by Security Compliance Corp) - Information Security
*BAI (compliance testing)
Admins: Patty Thompson and Bilal Shah
Brand Hub (company logo items) - Marketing
CCMC (moves loan info between Cleartouch & Encompass)
CETO (deposit reclassification, uses Microsoft Access) - Accounting
Cleartouch (core banking platform by Fiserv)
Passport (security/permissions within CT)
Teller Capture (check scanning)
Other Fiserv products/sites:
Client Central (ATM balancing)
Admin for all member banks: Deposit Operations (Christine Black)
Admin for FMB: Bruce Cowdery
CWS (Client Workstation)
Admins for password resets/account unlocks: Christine Black & Akbar Zaidi
FCRM (Financial Crime Risk Management) (fraud detection & prevention)
Web Capture (check batch review)
Admins for all member banks: IT Service Desk
Admins for FFL: FMHC Retail Ops
Admins for FMB: Bruce Cowdery
Admins for Blue Grass: Cathy Chamberlin, Misty Begley, Melissa Rassenfoss
Admins for Warsaw: AJ Abdu-Shahid, Peter Schalk, Ruben Campos
Admins for MFSB: Simone Redd
Weiland (account analysis/statement modeling for commercial customers)
Weiland Contact: Becky Horsfall
Cognos (data analytics) - Digital Banking
Compliance Relief (mortgage compliance regulatory reporting by QuestSoft)
*CoreTrac (CRM software by Avolin) - Enterprise Systems
*CreditQuest (credit risk management by Finastra)
Admin for FFL Commercial Employees: Joe Lester (temporary until new Credit Analysis Manager is hired)
Admin for other users & member banks: Enterprise Systems
Cultivate (coaching tool, used to document 1:1 and team meetings)
*Diebold e-Services (ATM info, electronic journals) - Deposit Operations
*DocuSign (electronic signatures/agreements)
Duo (multi-factor authentication) - IT/Information Security
*Dynacore (FFL's cash recycler software)
Encompass (lending application by Ellie Mae)
Other apps managed by Mortgage Support include OHFA Lender, AllRegs, VA, FHA Connection, EAD, The Work Number, Equifax, Homewise, EPPS, Certified Credit, CBC, DataVerify, FHLB, FNMA, Fannie Mae, Freddie Mac, Mercury
Exterro (item retrieval) - Corporate Records
FedLine Advantage (vendor ACH payments) - Accounting
FedReporter SmartCall (FDIC call reporting software) - Accounting
Finastra (lending software) - Enterprise Systems
Five9 (softphone software for customer calls) - CRC
*Freshdesk (Service Desk ticketing system and knowledge base) - IT
Instant Geocoder (census tract data, module of Compliance Relief by QuestSoft)
IntraFi (bank funding/deposit network)
Admins for FFL: Treasury Management Team (Becky Horsfall, Alix Kaufmann, Tracey Koris, Christina Smart)
Admins for other users & member banks: Accounting Department (Alex Bodle, Karen Patricy)
*Kadince (charitable giving/sponsorships and volunteerism portal)
Contact is Jackie Stratton
*LaserPro (commercial lending app by Finastra)
Admins for FFL Commercial users: Joe Lester, (vacant - Credit Analysis Manager), Najam Hassan
Admins for other users & member banks: Enterprise Systems (Serena Des Pres & George Morrison)
MeridianLink (lending software) - Enterprise Systems
*Microsoft Office 365 (OWA, IT admin portal, Exchange admin center, Azure Active Directory, etc.)
ML Transport & CCD Transport (upload loans from Encompass to Cleartouch) - Post Closing
MOVEit (secure file transfer site) - IT
Note: There is also a separate MOVEit site managed by Fiserv where we can download files/app installers from them.
*Nautilus Unity Client (document management/imaging by Fiserv, developed by Hyland) - Corporate Records
The "thick client" version is the Nautilus Client.
NContracts (risk/vendor management)
Contact is Enterprise Risk (Taylor Kozak)
*Oracle SmartView (financial reporting/budget software) - Accounting
Install files: G:\Accounting\Oracle\Oracle Smartview
Admin for new users: Accounting (Tim Earley)
Paylocity (HR & payroll solution) - Human Resources
*Prologue (general ledger software by Fiserv) - Accounting
Q2 Console (new online banking system as of February 2024, by Okta)
Admin: Digital Banking team (DigitalBanking@firstmutualholding.com)
ShareFile (secure file transfer site) - IT
SilverSky (spam email quarantine system and MailSafe encryption portal) - IT/Information Security
Stampli (invoice approval system) - Accounting
*Trism (instant issue debit cards by HID Global)
*Verafin (compliance tool for BSA/AML, OFAC, fraud, risk assessments)
Verafin admins for password resets/account unlocks:
FFL: Patty Thompson, Cori Paxton, Bilal Shah, Nicole Herttua
Blue Grass: Melissa Rassenfoss
FMB: Debbie Thomas, Bruce Cowdery
Warsaw: Peter Schalk
MFSB: Simone Redd, Rhonda Dickerson
WireXChange (wire transfers by Fiserv) - Accounting
Admins: Karen Patricy & Lauren Golick
*Denotes application that is Single-Sign On (SSO) and/or does not require separate credentials from Windows/AD
OLD:
AP Workflow site, part of Prologue (for managers to approve invoices) -- retired March 2026, replaced by Stampli
Arta Lending (FMB's consumer lending application by Wolters Kluwer) -- sunset 1/31/26, replaced by Meridian Link
Admin: Cathy Barker
Branch Capture by VSoft -- replaced by Fiserv Teller Capture
Dashboard aka InformEnt KnowledgeShare (data warehouse reporting by Fiserv) -- replaced by Cognos
Elavon Merchant Service Referral - Internal contact is Collin James. Elavon support may be reached at 800-725-1243. -- replaced by Heartland Merchant Services
*Good Works (charitable giving/volunteerism portal by YourCause) -- replaced by Kadince
MaxAgent (call center workgroup phone software by Altigen) -- replaced by Five9
MPC (budget variance software by Fiserv) -- replaced by Oracle
Origenate (loan origination system by FIS)
The affiliated Consumer Loan Connector is the bridge between Cleartouch and FIS FLO aka Origenate.
DMS/FTP (Data Management System & Funds Transfer Pricing by Fiserv) - Accounting
RPM (by Fiserv) - Accounting
Spiceworks (Help Desk ticketing system) - IT -- replaced by Freshdesk
Access Manager (Admins were TJ Jackson and Becky Horsfall)
Onboard Advisor (identity verification tool) - replaced by Verafin
Other Sites
Amazon Business - Effective March 2021, IT has access to this account to place orders for equipment.
Admins: Michelle Booker and the Accounting AP team
Certify / Emburse - expense reimbursement tool managed by Accounting. Contact Accounting for assistance.
Admins: Emma Medrano & (vacant)
Independence Business Supply (office supplies) - Internal contact is Michelle Booker.
Lands' End (company logo workwear and accessories, for FFL & other member banks) - Internal contact is Marketing.
Retail-Specific Sites
FIS ID Verification (aka CHEX Systems, aka QualiFile) - Internal contact is Retail Ops.
Harland (check ordering)
Harland support (800-643-5737)
Heartland Merchant Services Referral - Internal contact is Collin James.
JP Morgan Cash Services - The Retail Ops Manager or the Retail Trainer (Sarah Krocek / Melinda Fellenstein) can request password resets for branch users. Branch staff can NOT request a reset directly from JP Morgan.
Medallion Signature Guarantee (notarizing life insurance, stocks/bonds/etc., for branch managers only)
Admin: Bilal Shah
TAF PlusOne (referrals)
Contact: Jackie Stratton
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article