Transcript: CIBC SmartBanking™ for Business


Introduction

[Music plays.]

[CIBC logo. SmartBanking™ for Business.]

[Laptop appears.]

These days, managing your company’s finances means working in an increasingly complex, fast-paced environment across multiple applications.

[Laptop screen shows various animated application windows with graphs and charts.]

So it’s essential you have the right tools to quickly make informed decisions.

CIBC SmartBanking™ for Business can help.

[SmartBanking dashboard shows on laptop screen and various tiles are highlighted: ‘Account Balances’, ‘Receivables’ and ‘Payroll’.]

SmartBanking for Business is an innovative digital solution that combines powerful CIBC business banking tools with information imported from industry-leading accounting and payroll services, to provide you with a comprehensive view of your business finances, simplify reconciliation and make it easier to run your business, online or using a tablet, all for no monthly access fee.

[No monthly access fee*. *Integration and Advanced Services fees may apply.]

[Dashboard scrolls to top and fades out.]

Explore these videos to learn more about SmartBanking’s exciting features.

[CIBC logo. CIBC SmartBanking for Business.]

[Animated SmartBanking video menu tiles fade in.]

Banking Services

[Music plays.]

[Laptop appears and shows the CIBC SmartBanking for Business dashboard.]

[Banking services.]

It all starts with SmartBanking’s unique dashboard that presents all your banking information, providing easy access to account balance and transaction details, eStatements, Interac e-Transfer notifications and customizable reports, so you can stay on top of your cashflow.

[Laptop screen shows dashboard and the Account balances tile is highlighted. Mouse clicks on “View all accounts” button and the Account balances screen appears. Mouse clicks the close icon to return to the dashboard. Page scrolls and the “Most recent eStatements by account” tile is highlighted, then the “Interac e-Transfer®” tile. Mouse clicks on the “Information reporting” link in the Quick links menu and shows the My reports at a glance page. The mouse clicks on the Current day account summary report. Screen fades back to the dashboard.]

SmartBanking’s powerful business banking tools help address all your banking needs.

With Interac e-Transfer® for Business easily send and request money any time.

[Mouse clicks on “Interac e-Transfer®” in the Quick links menu and the Payments management page opens. Mouse moves and click on “Send or receive money” button and a pop-up opens. Mouse chooses “Interac e-Transfer®” from the dropdown, then clicks “Create” button. Pop-up closes. “Send money” page appears.]

You can send Interac e-Transfer payments to an email, mobile phone or bank account.

[Mouse clicks on “Enter new contact” button for the “Pay to” field. “Pay to” section appears in the side panel. Mouse moves and clicks on a contact name.]

[‘Simplified payments’]

[Payments Management page appears. Mouse moves and clicks on “Add a New Payment” button. Add Payment pop-up window opens. Mouse clicks on “Select a Payment Type” dropdown menu.]

Other payment options, such as account transfers, bill payments, wire payments and electronic funds transfers, make it easy to collect payments from clients or pay employees and suppliers around the world.

[Various dropdown menu options are highlighted: Bill pay, Wire, then EFT direct deposit – ad-hoc. Mouse selects “EFT direct deposit – ad-hoc”, then clicks on “Save and Continue” button. New Direct Deposit Payment page opens, scrolls down and the mouse clicks on “Submit” button. “Payment Inserted” message appears at top of Payments Management page.]

With SmartBanking’s notification feature, you can set up alerts to remind you by email when important activities are due or completed.

[Alerts Setup page opens. “Notifications and alerts” shows on screen. Laptop shows a table with two alerts set up by user. Laptop screen goes blank and new email icon shows on screen.]

Choose another video to explore SmartBanking or click “Next” to continue.

[CIBC logo. CIBC SmartBanking for Business.]

[Animated SmartBanking video menu tiles fade in.]

Accounting

[Music plays.]

[SmartBanking dashboard shows on a laptop screen and scrolls down.]

SmartBanking takes managing your finances to the next level by integrating information from your cloud accounting service providers.

[Dashboard shows on laptop screen and Receivables and Payables tiles are highlighted.]

[Intuit QuickBooks logo.]

[Xero logo. Beautiful business]

Using insightful graphs and charts, SmartBanking helps you evaluate your cashflow by highlighting items that require your attention and summarizing your payables and receivables.

[Dashboard scrolls down. Paid and received invoices tile is highlighted. Invoices by month line graph is animated. Dashboard scrolls up and various sections from the Receivables and Payables tiles are highlighted: Past due, Upcoming, and Received today.]

By sharing balance and transaction data securely with your cloud accounting service provider, we can help you or your accountant reduce data entry and simplify reconciliation, saving you time and making it easier for you to keep track of all your business finances.

[My profile page opens on Share account data tab. Expense matching page opens for a fictitious cloud accounting service. Two tables show with two rows highlighted in each table: For Review and Transactions to Match. Mouse clicks two “Ok” buttons to accept matching of invoice to transaction.]

[Dashboard fades out.]

Choose another video to explore SmartBanking or click “Next” to continue.

[CIBC logo. CIBC SmartBanking for Business. Animated SmartBanking video menu tiles fade in.]

Payroll

[Music plays.]

[SmartBanking dashboard shows on a laptop screen.]

SmartBanking helps you stay on top of payroll management by displaying important information from your leading payroll management software.

[Dashboard shows Payroll tile and highlights it. “2 payrolls need your attention” alert message appears.]

[Ceridian Powerpay logo.]

By integrating your payroll software with SmartBanking, you will always be reminded about urgent and upcoming payroll runs, you will know about important dates for specific payroll runs, have the option to generate a “net pay preview” to see the value of the upcoming payroll, helping to ensure that your employees will always be paid on time.

[Tile shows “2 days to submit” symbol, then it changes to “1 day to submit”.]

[Tile shows and highlights various sections: Important dates and Net pay preview. Mouse clicks on “Run preview” button. Net pay preview field shows a dollar amount.]

[Dashboard fades out.]

Choose another video to explore SmartBanking or click “Next” to continue.

[CIBC logo. CIBC SmartBanking for Business. Animated SmartBanking video menu tiles fade in.]

Conclusion

[Music plays.]

[CIBC digital business services sign on page shows on a laptop screen.]

SmartBanking comes with advanced security you can trust to safeguard your financial information.

Signing on requires two-factor authentication using your ID, PIN and token number.

[Page shows sign-on box and highlights it. User ID, PIN and Token number fields are filled in.]

SmartBanking comes with all of the help you need.

[SmartBanking dashboard.]

Online videos and guides are just a click away, or contact the knowledgeable staff at the CIBC Business Contact Centre by phone or convenient online chat, to quickly get the support you need.

[Link to “Knowledge Centre” is highlighted in the Quick links menu. Mouse clicks on link and page opens, then closes.]

[SmartBanking dashboard shows and highlights “Need help?” tile. Dashboard shows Live Chat icon in bottom right of dashboard and highlights it.]

With powerful banking tools and a comprehensive view of your finances, SmartBanking can help you quickly make informed decisions.

[Dashboard fades out.]

To learn more about CIBC SmartBanking for Business meet with us, request a call, or call us at 1-866-992-7223.

[Four buttons: Meet with us, Request a call, Apply now and Dashboard.]

[Button: Replay. Or select the home button to play another video.]