About our 2021 Digital Banking upgrade

 

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Part of living well is using the best tools for the job. That’s why we upgraded our Digital Banking platform in summer 2021. New to the changes or want to learn more? The FAQs below describe how we leveled up your money game with better tools that are easier to use.

General Digital Banking FAQs

What changed with Digital Banking?

In the summer of 2021, we united our Digital Banking services under one platform. This integrated our Online Banking, Mobile App, and Voice Banking services under the same umbrella. We also added new features. The result:

Why did we change Digital Banking?

To help you live well. This upgrade provided better tools that are easier to use. We’re here for the long haul for our members, and the new system was built to be nimble. Even today, it allows us to innovate and grow to meet your needs.

Did any features go away?

Nope! While some things looked different in the new format, favorite features remained and new ones were added.

If I haven’t signed on since the upgrade, do I need to re-register for Digital Banking?

Yes. For security reasons, we aren’t able to transfer your login information to the new system. Here’s how to register. This brief process will unlock a platform where you don’t need a separate login for multiple accounts:

Why are there separate logins for members on joint accounts?

It’s beneficial for joint account owners to register separately for two reasons:

  1. You can customize your banking experience. The system is intuitive and adaptable to the benefit of each individual user.
  2. The new system uses one login to give you access to any account you have ownership on, from personal to business to loans, etc. Separate logins allow each individual member to only access the accounts most important to him or her.

Do I need to re-download the Mobile App?

We pushed out updated apps for iPhone and Android users in 2021. If you still have an old app on your phone, it won’t work. Simply search “Numerica” in your app store to make sure you have the latest version.

What new features are members excited about?

This is the fun stuff. Here are a few ways the new platform is helping members live well.

Enhanced business online banking FAQs

How did the upgrade impact members using enhanced business services like ACH origination and wires?

These services were transferred into the new Digital Banking platform in 2021.

With the change, did business members continue to have two different logins?

Nope! The new platform let members manage their personal and business accounts all in one place. Perk: Each business owner will have a separate login to view any accounts he or she is listed as an owner on, whether personal or business. And you can always remove or add back accounts you don’t want to view.

Were there any changes to enhanced business features?

Nope! The services you know and love continued on with the new system. Cool new features include having a single sign-on for both Remote Deposit Capture and Positive Pay services.

Do I still need a separate Numerica business app for mobile banking?

No. In the new platform, there is only one Numerica Mobile App for both personal and business accounts.

If you don’t already use a Numerica app for personal accounts, you will want to download it.

Note for users of Remote Deposit Capture: Hold on to the special app used for this service.

Let’s break it down with pictures:

DELETE


USE

Main Numerica app


Remote deposit capture app (if applicable)

 

What items don’t transfer over to the new system automatically?

While most of your data transfers seamlessly, there are three areas in particular business members will need to set up in the new system:

  1. Commercial transaction history will not transfer over automatically (personal account transaction history will transfer, however). We recommend you export and save recent transaction history for your records prior to July 24.
  2. Recurring ACH transactions need to be rescheduled.
  3. Sub-users need to be re-invited to access your account tools. As an account owner, you will be able to customize the permissions for each sub-user.

Other than the few exceptions noted above, your account information and custom details transfer automatically to the new system. This includes ACH payees and payment templates.

What if I still have questions about Numerica’s Digital Banking changes?

We’re happy to help. Give us a call at 800.433.1837.