Q2 Console features and products are represented by tiles on the Q2 Console landing page.
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Feature—built-in functionality or component of Q2 Console. For example, this includes User Management and Reporting.
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Product—a Q2 or third-party product or resource. Upon selecting a product tile, CSRs are automatically logged in to the application through single sign-on (SSO) authentication. For example, this includes Q2 Co-Pilot, Q2 SMART, Experience Builder, and Q2 Discover.
Several tiles are available by default for each financial institution (FI) implementation. Other tiles require a request from your FI during or after implementation, and may require development work. The Q2 Customer Portal is a Q2 Support site and knowledge center that contains articles, documents, and support cases to assist you.
To configure or request tiles for your Q2 Console implementation, contact Q2.
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Tile name |
Feature, product, or resource |
Description |
Included by default? |
Available using single sign-on (SSO)? |
Available in Console PTE? |
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User Management |
Feature |
Feature that allows CSRs to create and manage Groups, Customers, Users, and Logins in digital banking, including accounts, transaction rights, and feature rights. |
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Reporting |
Feature |
Feature with detailed data reports, including Q2central reports and Generated Reports, of your FI's digital banking engagements and performance data. |
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Administration |
Feature |
Feature that allows FI administrators to manage CSR entitlements in the digital banking back office products, including managing digital banking end users, security features, and password policy features. |
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Transactions |
Feature |
Feature that enables FI staff to view financial and nonfinancial transactions generated in digital banking by an end user. |
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Self Service Forms |
Feature |
Web-based, self-service forms to assist your FI with various digital banking tasks. |
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Q2 Co-Pilot |
Product |
A Q2 product that allows you to provide support functions to assist your digital banking users and customers. |
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Experience Builder |
Product |
A Q2 product that allows you to edit your FI's environment, preview the changes against a running system, and keep track of who changed what and when. NoteExperience Builder does not have a separate PTE tile. However, PTE access is available through the Production tile. |
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Q2 Customer Portal |
Product |
A Q2 Support site and knowledge center that contains articles, documents, and support cases to assist you. |
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Partner Catalog (Marketplace) |
Product |
A product that allows FIs to use Q2's software development kit (SDK) to create and provide innovative services to offer to account holders. NoteThis product is not available through single sign-on (SSO) through Q2 Console and requires a separate login. |
(default for admin users only) |
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Interactive Test Drive |
Product |
Interactive Test Drive allows FIs to create tailored demo environments for prospective commercial banking customers. |
Contact Q2 to add this tile. |
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Q2 Gro |
Product |
Q2 Gro is an end-to-end digital sales and marketing platform that provides flexible integration capabilities. NoteQ2 Gro has a version dependency of 3.23.6.20 and above. |
Contact Q2 to add this tile. |
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ClickSWITCH |
Product |
ClickSWITCH allows financial institutions (FIs) to easily switch direct deposits, update recurring payments, and gain primary account holders. |
Contact Q2 to add this tile. |
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Q2 SMART™ |
Product |
A digital platform that allows you to send target messaging to users based on their behavior. The system allows you to manage multiple customized promotional campaigns aimed at specific user sets. |
Contact Q2 to add this tile. |
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Q2 CardSwap |
Product |
Nexus, a back-office product with adminstrative functionality for CardSwap users and jobs. |
Contact Q2 to add this tile. |
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Centrix Exact/TMS™ |
Product |
A transaction management system that encompasses check positive pay with payee match, ACH positive pay, and full account reconciliation to provide FIs with a powerful fraud prevention tool that is focused on the transaction management needs of corporate clients. This tile provides access to the Exact/TMS Admin portal. |
Contact Q2 to add this tile. |
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Q2 Discover |
Product |
A Q2 data product that provides you with analytical insights regarding your account holders' behavior and engagement. |
Contact Q2 to add this tile. |
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SavvyMoney™ |
Product |
A product that provides credit reporting, education, and tracking for users through an SDK-developed widget. Also includes a robust admin tool for FI back office staff. NoteThis product is not available through single sign-on (SSO) through Q2 Console and requires a separate login. |
Contact Q2 to add this tile. |
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