Conversations
Recent Conversations
Have check copies available to view in FinanceWorks; members can view all transactions inside FW instead of having to switch between FW a...
FinanceWorks nicknames should sync with online banking
Through Incident #910‐17155, I was informed that
FW nicknames need to be maintained manually and will not sync with changes made
on the...
FinanceWorks emails generate with stale dated information
Currently, if a user does not access their FinanceWorks profile
after 6months, FW will stop updating the users accounts until they log i...
I would like to allow members to upload data from Quicken to FinanceWorks
Members have requested the ability to upload historic date from
Quicken to FinanceWorks to facilitate the transition from one system to ...
Information for FW in Admin Platform
Why can't we get access to user information for FW in Admin Platform? It's a pain to go back and forth to the user! I wish we could see t...
Add secondary email option in FinanceWorks
We would like to be able to allow members to add
additional email addresses for the alerts in FinanceWorks. This will allow spouses and...
Include FW aggregated accounts in the External Funds Transfer module- made up ER by LS
Instead of having the user aggregate outside accounts twice in different modules (FW and FT), allow the user the ability to choose whethe...
FI wants access to end user data from FW to use for marketing purposes
I know we are challenged with privacy and legal concerns, but I am also hearing from a very large prospect that our competitors are someh...
Associate an old Financeworks profile to an new Online Banking UserID
Occasionally,
we have to change member numbers due to fraud.
When this happens, our staff must submit a request to purge the previous
...
Add the ability to view and track airline miles in FinanceWorks - Silicon Valley Bank
All the airlines and many credit cards provide
Airline Miles to customers. Clients would like to view their available
airline miles wi...
FinanceWorks refresh button on SDP- Silicon Valley Bank
Could you please add a FinanceWorks refresh button on the SDP page. Today clients have to go
to FinanceWork to update their account bal...
FinanceWorks Business - Bangor Savings Bank
This is feedback from a business customer. There should be a way
to print out the
pie charts on Finance Works. They would also like to ...


