System Overview

Welcome to your training on the new Commercial Advantage platform.

First Citizens Commercial Advantage is a digital treasury platform which gives you access to real time information, seamless payment functionality and the practical tools that a company needs to meet daily cash flow requirements and make well-informed decisions. This training will show you many benefits of the platform including customizable screens to meet your specific needs, an integrated payment center, real time reporting and more.

Once logged into the platform you’ll find yourself at the home page. The Commercial Advantage platform features a responsive design the tighter you zoom the magnification. And the menus move to along the left side of the page. And when the zoom reaches a certain size, you’ll find the menu placed in an expandable menu format in the upper left corner.

Regardless of the menu placement, they allow you to reach the different pages with one click of the mouse. Each of the menus and pages presented are based on your company entitlements with First Citizens Bank. By rolling your mouse over each of the menus the available pages are listed. Whether Payments and Transfers, Fraud/Risk Management, Reporting, Administration and Settings or Help, each of the pages are a single click away.

Upon first login, you’ll be presented with three base widgets that allow you a view of and/or ability to take certain financial actions for your business.

Widgets found in the Commercial Advantage platform can be customized to fit your user specific needs and once set, each time you log in, you’ll be presented your customized views. You can resize or remove a widget by clicking on the gear at the upper right-hand corner of the widget and selecting the appropriate option. When resizing, the widget will be reduced to half the size and moved to next immediately available space. You can also move the widgets by clicking and holding in the widget header and dragging it left or right, up or down and releasing it into the dotted area based on your liking. To remove a particular widget from the page, you can again go to the gear and simply choose Remove and the widget will be deleted from the page. And again, as a part of the responsive design, all of the other widgets on the page will move to the next available location. The removed widget is not gone forever as you can add it back to the page by selected the Add Widget dropdown and clicking on the widget you would like to add. When added to the page you’ll find the widget has been placed at the very bottom of the page and can be resized or moved to fit your desired view.

Within the widgets themselves, there are additional customizing options. To begin, you can adjust the width of any columns to meet your needs, by hovering the mouse between two columns. When the double-headed arrow appears, click and hold the left mouse button and move the mouse right to expand, or left to shrink the column.

Information in your view can be sorted by any of the available fields. By clicking the left-hand side of a column header, the data within the entire widget will be sorted according to the column. If the column header is clicked a second time, the data will be sorted in reverse order. An arrow will appear in the column header indicating which order it is currently sorted, either from highest to lowest or lowest to highest.

You can change the order of the columns by simply dragging from one position to another while clicking and holding the left mouse button. If the number of items is larger or smaller than you are looking for, you can also select the dropdown menu at the bottom of the list and choose the number that better fits your liking.

Selecting which fields you wish to have displayed is also possible by clicking on the gear to the right of the column headers. This presents a series of fields that can be displayed for this widget. Select or deselect the fields you wish to see by checking or unchecking the box next to the field name, and then choosing Update at the bottom of the screen.

Once you have finished customizing the columns, you can save your view by choosing the dropdown to the upper right and select Save View where you’ll be presented an option to name, go or save, and even set this as the default view for the widget. Now, wherever this widget is displayed on the platform your saved view is available to you.

Now that you have customized the view within the widget, you can locate specific items by scrolling, or you can filter from the Select Fields dropdown. Here you’ll be presented with all of the columns for the widget to search. The top items are those being displayed, and you can also filter using those not currently displayed. You even have the option of searching using multiple criteria by selecting the two Manage Filters and choosing from the available options and clicking apply to execute the search.

As we continue to look at the Account Summary Widget, I would like to point out the print and export icons as well. Here you’ll have the ability to print a PDF version of your list view displayed as well as export the data in a format of your choosing. These options are discussed a bit more detail in our reporting webinar, however the basics can be seen here.

As mentioned earlier there are three widgets that you’ll find on the homepage upon your first login. The Account Summary widget we just reviewed, the Simple Entry widget at the bottom of the page, where you can complete simple account transfers and the Notifications widget found at the top of the page.

This Notifications widget which is recommended to keep at the top of the homepage, provides a view of the actions that have taken place or require your attention. These notifications include the number of items as well as a link to take a closer look and complete the actions that are unique to your individual permissions. You can see that if there are items to approve, you’ll be taken immediately to those items and you'll be able to make the appropriate decisions.

In addition to the notifications found in the widget and are available to view when logged in, the Commercial Advantage platform also has an Alerts Center, where external alerts can be added. Here the user can set up alerts that can be sent via email or text message when chosen items are loaded, actions needed, or other visibility is desired. As a user, you’ll be available to add alerts for yourselves or others at your choosing once they have been added as an alert recipient or added to a group under your login.

Back at the Homepage, you’ll find your login information in the upper right-hand corner. Here you have the link to log out of the platform or choose your profile and edit your personal information as allowed based on your administrative permissions.

Within the Commercial Advantage Platform there is a great resource for additional assistance found here, at the Help Menu—the Help Center. This will bring you to the Learning Center where you’ll find step by step guides related to General Information like User Administration as well as many other topics.

The Send Feedback option allows you to send directed feedback on the platform and the actions you were taking as well as request for a bank representative to reach out to you for additional information.

Outside of the Commercial Advantage Platform you have access to the First Citizens Commercial Advantage Site, where you’ll find the quick reference guides, user guides, videos, and other webinars that’ll provide self-service assistance that you may require.

Thank you for watching this video where we provided a system overview of Commercial Advantage.