What Happens Next
To keep the Advisory Group productive and focused, we are asking each member to select one primary subgroup. These smaller working groups will allow us to gather more specific feedback, ask better follow-up questions, and focus discussion on the areas most relevant to each member's experience.
Please select the subgroup where you believe your input will be most helpful. You may still provide feedback on other topics when needed, but your selected subgroup will be the main area where we ask for more detailed input and follow-up participation.
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Finovifi Project Updates
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Manual Process Reduction & Operational Efficiency
Reducing repetitive steps, clicks, and time-consuming daily workflows.
- Daily operational workflows
- End-of-day or recurring processes
- Repetitive manual steps
- Workflow automation opportunities
- Areas where staff time could be reduced
Search, Reporting & Drill-Down Capabilities
Making it easier to find information, understand relationships, and use system data efficiently.
- Search tools
- Reports and exports
- Dashboard usefulness
- Drill-down visibility
- Customer, account, and relationship data
General Core Enhancements
Identifying broader enhancements and new features that improve MBS Core functionality, scalability, integrations, and the overall client experience.
- New core feature ideas
- Core modernization opportunities
- Integration and connectivity needs
- Security, access, and audit visibility improvements
- Payments, debit card, imaging, or ancillary-system connectivity
- Enhancements that help the core better support future growth
What We Heard from Customer Feedback
Recent customer feedback highlighted several recurring opportunities for improvement within MBS Core by Finovifi.
Customers pointed to the importance of better workflow efficiency, especially around CIF, customer visibility, screen layout, and access to key loan, deposit, CD, and relationship information.
We also heard interest in reducing manual processes and repetitive steps across daily operations, along with a need for stronger search, reporting, and drill-down capabilities.
The Advisory Group subgroups are designed around these themes so Finovifi can gather more focused feedback, validate priorities, and communicate progress more clearly.
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Finovifi Project Updates
This section will be used to share progress on items related to Advisory Group feedback, including projects under review, in development, completed, or planned for future consideration.
Feedback has been received and is being evaluated based on customer input, internal priorities, technical requirements, or roadmap alignment.
- Project / enhancement name
- Related focus area
- Brief description
- Last updated
- Notes / next step
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Work is actively underway and may be in design, build, testing, or preparation for release.
- Project / enhancement name
- What it is intended to improve
- Current phase
- Expected communication timing, if available
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Enhancements or updates that have been delivered or made available.
- Project / enhancement name
- What changed
- Customer need addressed
- Release notes or resource link
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Ideas that have been captured but require additional validation, prioritization, or sequencing.
- Project / enhancement name
- Why it matters
- What additional input may be needed
Meeting Materials
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Kickoff Meeting
Presentation
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Kickoff Meeting
Recap
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Advisory Group
Charter
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Next Meeting
Agenda
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