Feature | Description | Audience | BGF | FFL | FMB | MFSB | WSF |
Premium Digital Banking Platform | Q2 has 1 unified digtial banking platform across multiple platforms including mobile. | Universal | Yes | Yes | Yes | Yes | Yes |
Mobile Apps (apple & android) + Apple Watch | Mobile app version of OLB | Universal | Yes | Yes | Yes | Yes | Yes |
Internal Transfers | Ability to transfer between 2 internal bank accounts | Universal | Yes | Yes | Yes | Yes | Yes |
Intuit Web Connect and Direct Connect | Ability to link bank accounts to Quickbooks/Quicken to manage their finances | Universal | Yes | Yes | Yes | Yes | Yes |
Glia Webchat | Live web chat for customers on public website and OLB | Universal | Yes | Yes | Yes | Yes | Yes |
Loan Payment | Ability to make a loan payment through OLB | Universal | Yes | Yes | Yes | Yes | Yes |
Account Recovery (Forgot login and Unlock Account) | Ability for customers to self-service and unlock their accounts and recover their username | Universal | Yes | Yes | Yes | Yes | Yes |
Check Images - Fiserv CWS | Ability to view check images in Q2 | Universal | Yes | Yes | Yes | Yes | Yes |
Harland Consumer Check Reorder | Ability to reorder checks online | Universal | Yes | Yes | Yes | Yes | Yes |
Fiserv SCO mRDC | SSO to Fiserv SCO for mobile deposit processing | Universal | Yes | Yes | Yes | Yes | Yes |
Fiserv Notifi (alerts) - SSO | SSO to Fiserv Notifi for real time core alerts (ex: transaction alerts, balance alerts etc) | Universal | Yes | Yes | Yes | Yes | Yes |
MX Contextual PFM (cPFM) | MX integration to allow user to view all accounts from all institutions in Q2. Create budgets, aggregate accounts etc. | Retail | Yes | Yes | Yes | Yes | Yes |
Plaid - Manage External Accounts | Ability to connect online accounts instantly via Plaid vs waiting for microdeposits | Retail | Yes | Yes | Yes | Yes | Yes |
Real Time Change of Address | Ability to update an address in realtime- retail only feature | Retail | Yes | Yes | Yes | Yes | Yes |
E2E Auto Enrollment | Ability for retail customers to auto-enroll in the system | Retail | Yes | Yes | Yes | Yes | Yes |
Branch E2E Enrollment | Ability for branch employees to enroll retail customers to in the system without doing a full manual enrollment | Retail | Yes | Yes | Yes | Yes | Yes |
SavvyMoney SDK Extension | Credit Score Monitoring and allows bank to run tailored pre-qual offers through the platform | Retail | Yes | Yes | Yes | Yes | Yes |
Customer to Customer Transfer | Ability for 2 bank customers to transfer money to each other. | Retail | Yes | Yes | Yes | Yes | Yes |
Retail eStatements - Fiserv Nautilus | SSO to Fiserv retail eStatements | Retail | Yes | Yes | Yes | Yes | Yes |
Checkfree Consumer Bill Pay | SSO to retail CheckFree Bill Pay | Retail | Yes | Yes | Yes | Yes | Yes |
Fiserv CardHub - Integration to mobile app (2 affiliates) | Integration to Fiserv CardHub for debit card controls and management | Retail | Yes | Yes | Yes | Yes | Yes |
Card Swap | Ability to add online subscriptions (ex: Netflix) to a portal and update debit card info in 1 spot | Retail | Yes | Yes | Yes | Yes | Yes |
Clickswitch | ability to update bank information for direct deposits and online payments online | Retail | Yes | Yes | Yes | Yes | Yes |
Q2 Goals | Ability to create savings goals and move money to them to actively save for goals | Retail | May-24 | May-24 | May-24 | May-24 | May-24 |
Small Business and Profession Package | Small business branding and feature set/services | Small Business | Yes | Yes | Yes | Yes | Yes |
Hybrid Business Enrollment Form | Businesses enroll online, Q2 verifies the information and FI approves and adds on business/Treasury services | Small Business | Yes | Yes | Yes | Yes | Yes |
Business eStatements - Fiserv Nautilus | SSO to Fiserv business eStatements | Small Business | Yes | Yes | No | No | Yes |
CheckFree Business Bill Pay | SSO to Business CheckFree Bill Pay | Small Business | Yes | Yes | No | No | Yes |
Fiserv SCO Desktop RDC | SSO to Fiserv SCO for remote capture processing | Small Business | Yes | Yes | No | No | Yes |
Security Tokens | For certain treasury clients to use a soft token for log-in/transaction approvals | Commercial | No | Yes | No | No | No |
Commercial Banking Package | Commercial branding and feature set/services | Commercial | No | Yes | No | No | No |
Commercial Test Drive (EA) | Allows prospects ability to test drive Q2 system | Commercial | No | Yes | No | No | No |
WireXchange - RT | SSO to WireXchange for wire processing | Commercial | No | Yes | No | No | No |
ACH | Ability for customers to create different ACH transactions in OLB | Commercial | No | Yes | No | No | No |
Q2 Patrol | Advanced MFA system, learns user's behaviors and prompts MFA when unexpected behavior occurs | Bank | Yes | Yes | Yes | Yes | Yes |
Q2 Sentinel | Real-Time transaction monitoring, will stop suspicious transactions before they occur | Bank | Yes | Yes | Yes | Yes | Yes |
Q2 Discover | Ability to create help guides, call-outs, announcements and demos | Bank | Yes | Yes | Yes | Yes | Yes |
Q2 SMART | Marketing tool to segment audience and run campaigns | Bank | Yes | Yes | Yes | Yes | Yes |
Verafin Integration | File movement of OLB activity into verafin | Bank | Yes | Yes | Yes | Yes | Yes |
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