We're enhancing the platform experience to provide greater visibility into transactions and make common workflows simpler. The refreshed experience will be introduced in phases. Your institution will receive instructions when its two-week transition window begins.
The platform has a refreshed look and helpful new capabilities. You will see clearer navigation, a more informative dashboard, a guided outgoing-wire process and improved tools for finding transactions, following their progress and responding to requests.
The enhancements are designed around the way client teams work. The goal is to provide greater visibility, simplify routine workflows and give users more ways to manage common tasks directly within the platform while preserving the familiar processes they rely on today.
No. This is an enhanced experience for the platform you use today. Your login, data, permissions and core processes remain in place, although the navigation and certain workflow steps will look different.
Yes. The enhanced experience is already in active use by a pilot group of financial institutions and by internal teams. We will continue monitoring the experience and addressing issues as the phased rollout expands.
The enhanced experience is being introduced in phases. Your institution will receive a specific email and see a portal banner when its transition window is ready to begin. If you have not received a transition notice or do not see the banner, no action is required.
Yes. All institutions will transition to the enhanced experience through the phased rollout. Each institution will receive notice before its two-week transition window begins.
The portal banner and email will provide your transition dates and explain how to access the enhanced experience. You can begin using the enhanced experience at any point during the two-week window. If you have not done so by the end of the window, you will be switched automatically. Once switched, the current experience will no longer be available, except in the event of a significant operational disruption.
Yes. Users can move individually at any point during the two-week transition window. Any users who have not moved by the end of the window will be switched automatically. Both experiences use the same transaction information during this period.
No downtime is expected as part of the transition. If any interruption or scheduled maintenance becomes necessary, your institution will be notified in advance.
No installation is required. Continue using your existing login credentials. Your transition email will provide the correct access link and any practical instructions for bookmarks or sign-in.
Yes. Your data and transaction history remain available. Your saved profiles and templates will also remain in place so your team can continue its work without rebuilding routine information.
No. Existing user roles, permissions and approval rules remain in place. Everyone will see the same overall improvements, while each user will continue to have access based on the permissions already assigned by your institution.
The enhanced experience is not intended to change your authentication, permission structure, approval controls or audit trail. These controls will continue to apply as they do today.
Existing transaction records and their current status remain available. You can continue reviewing incoming and outgoing activity and follow each transaction through its timeline.
No. The same records, the same audit trail and the same controls apply. Your compliance team will find the same information, in the same places, with the same history available.
The enhanced experience is an interface and workflow update. It is not intended to change your account structure, pricing, cut-off times or processing schedules. If any separate operational change applies to your institution, your relationship team will communicate it directly.
The enhanced experience is designed to make common tasks clearer and easier to follow. Depending on the activity, you will see:
The dashboard and notifications will highlight wires that require information, approval or another action. Open the applicable transaction to review its status, comments and any requested next steps.
Start with the enhanced platform overview page and the Quick Start Guide, which provide a visual orientation and explain common tasks. The Quick Start Guide will be available in English and Spanish. Additional walkthrough materials may be added over time.
The current experience will remain available to institutions that have not yet completed their transition. Once your institution is moved to the enhanced experience, the current experience will no longer be available to your users. We will provide clear notice of your institution's transition window in advance.
Your existing relationship manager and support team remain available. If you need help with a live transaction or have a question about your transition, contact your relationship manager.