Service Details

Services for Fintechs and Financial Institutions

Single point of contact

Jack Henry has a complex and diverse organization that supports various products, services, and platforms. Your TAM will guide you in navigating different teams to ensure efficient integration completion. They will help you understand the roles and responsibilities of each team, the communication channels and processes, and the best practices and standards for working with Jack Henry.

Analyze use cases

Your TAM will review your goals and provide detailed recommendations for the most effective integration approach. They will help you select the right APIs, features, and parameters for your specific use cases, and advise you on the best practices and design patterns for building your solution. Your TAM will also help you optimize your integration for scalability, security, and reliability.

Master the developer portal

The developer portal is your gateway to accessing the information and resources needed for building your API integration. Your TAM will provide clear instructions on using the portal to easily find the documentation, specifications, tutorials, and samples for the APIs you are using. They will also help you register your application, manage your credentials, monitor your usage, and access the support portal.

Understand API behavior

Your TAM will translate API messages and best practices to ensure your integration functions smoothly. They will help you understand the logic and flow of the APIs, the expected inputs and outputs, the error codes and messages, and the troubleshooting steps. Your TAM will also help you interpret the API analytics and reports, and provide insights and recommendations for improving your integration performance and efficiency.

Bridge the developer gap

Your TAM acts as a liaison between your development team and Jack Henry’s, fostering smooth communication and collaboration. They will help you establish and maintain a productive and positive relationship with Jack Henry’s developers, engineers, and product managers. They will also facilitate the exchange of feedback, suggestions, and requests between you and Jack Henry, and advocate for your needs and interests.

Test and refine

Your TAM will provide you with access to a shared development instance for testing your solution with various test cores and service providers. They will help you set up and configure your testing environment, and provide you with the tools and guidance for conducting thorough and effective testing. They will also help you refine and improve your solution based on the testing results and feedback.

Regular recurring meetings

Your TAM will schedule regular recurring meetings with you, according to your institution’s needs and preferences. These meetings will serve as an opportunity to review your integration progress, status, and issues, and to discuss your integration plans, goals, and challenges. Your TAM will also use these meetings to provide you with updates, information, and support, and to address any questions or concerns you may have.

Empower your development team with Jack Henry’s cutting-edge solutions

Your TAM can help you select the perfect fit for your specific needs from Jack Henry’s wide range of cutting-edge solutions. Whether you are looking for core banking, payments, digital, lending, or risk management solutions, your TAM can help you find and integrate the best APIs for your institution. Your TAM can also help you leverage Jack Henry’s innovative platforms, such as Banno, SymXchange, and jXchange, to create seamless and engaging experiences for your customers and employees.

Code review support

If you encounter coding challenges, your TAM can provide code review to get you back on track. They can review your code for syntax, logic, and functionality, and provide you with feedback and suggestions for improvement. They can also help you debug and fix any errors or bugs in your code, and ensure that your code meets the standards and requirements of Jack Henry.

Additional Services for Financial Institutions Only

In addition to the services listed above, the following services are available to Jack Henry financial institutions.

Integration triage

When you face issues with your integration, your TAM will analyze logs, identify the root cause, and either troubleshoot directly or escalate to the appropriate team. They will also follow up on the status and resolution of your issues, and provide you with updates and feedback. Your TAM will help you avoid common pitfalls and errors, and ensure that your integration meets the quality and performance expectations.

Ongoing education

In addition to a high level introduction to integration, your TAM will provide regular integration training for your financial institution (FI) team, ensuring everyone stays up-to-date on the latest developments and enhancements. They will also inform you of any changes or updates to the APIs, platforms, or policies that may affect your integration. Your TAM will also share best practices, tips, and tricks for maximizing the value and potential of your integration.

Integration roadmap

Your TAM will collaborate with you to develop a strategic and tactical plan for your institution’s future integrations. They will help you align your integration goals with your business objectives, and prioritize the features and functionalities that will deliver the most value and impact. Your TAM will also help you plan and execute your integration projects, from scoping and design to testing and deployment.

Third-party oversight

Your TAM will track all third-party integrations accessing your data, ensuring proper security and control. They will help you manage the permissions and access levels of your third-party partners, and monitor their compliance with Jack Henry’s policies and standards. They will also help you resolve any issues or conflicts that may arise from your third-party integrations, and protect your data and reputation.

Operational Overview with Install/Support

Your TAM will provide you with an operational overview of the installation and support processes for your integration. They will help you understand the roles and responsibilities of the installation and support teams, the communication channels and protocols, and the timelines and expectations for each phase of the integration lifecycle. They will also help you prepare and submit the required documents and information for the installation and support processes, and coordinate with the installation and support teams to ensure a smooth and successful integration.

Priority Installation Queueing

When working with a TAM, they will ensure you have front-of-the-line priority for installation and configuration tasks specific to Jack Henry Integration Services.