Service Catalogue

With over 60 years of combined experience, the MV Professional Services (PS) team are skilled in providing business process and solution consultancy as well as user training across all areas of the MV product suite. They can support you through your business needs on multiple levels to ensure that you enjoy maximum benefits realisation and can confidently continue to delight your customers through efficient and effective use of MV solutions.

Please email ProfessionalServicesTeam@mutualvision.co.uk with any enquiries or booking requests and include the work package title and reference ID in the email subject line.

For details regarding standard hours of delivery, booking confirmation and the cancellation policy please see the Terms and Conditions section at the bottom of this page.

Ref id
Work Package Title
Content and Outcomes
Suggested/Common Customer Participants. (NB: Max 4-5 attendees recommended)
Duration (days)
Delivery Method (Onsite / Remote / Blend)
Core Banking
Online Banking
Loans Originations
Core Transformation
SHC01
System Health Check
High level system review (2 days) resulting in a report detailing findings and good practice recommendations.
Head of Operations /Operations Manager
Customer Service Manager
Head of Change /
Change Manager
3
Onsite
Yes
Yes
Yes
Yes
PSS12
PS Surgery (12 months)
1 day / month of scheduled dedicated PS SME to provide advice/guidance and troubleshooting on system use, processes, efficiencies and good practice.
Head of Operations /Operations Manager
Customer Service Manager
Head of Change /
Change Manager
12
Blend
Yes
Yes
Yes
Yes
BPR01
Business Process(es) Review
Review of end to end business processes according to customer requirements (e.g. mortgage application process, mortgage statements, savings statements, arrears and collections). Use of MV products
Head of IT /IT Manager
Ops Manager
Change Manager
Head of Mortgages
2
Onsite
Yes
Yes
Yes
N/A
CM01
Customer Maintenance
Overview of customer maintenance. Updating/amending details including name, address etc
Head of Operations /Operations Manager
Customer Service Manager
Head of Change /
Change Manager
0.5
Remote
Yes
Yes
Yes
N/A
DM01
Data Management – migration basics
Data analysis – source, content and nature. Creating and executing procedures
Writing and executing other scripts
Query building
Data Owner
Head of IT/Systems
2
Onsite
N/A
N/A
N/A
Yes
DM02
Data Management – cleansing
Good practice in data management
Data Owner
Head of IT/Systems
1
Onsite
N/A
N/A
N/A
Yes
DM03
Data Management – purging admin
Overview of purging and schedules. Customer data review
System data review
Instruction on purge implementation
Head of IT
System Admin (IT)
Compliance Lead
Departmental Data Owners
1
Onsite
Yes
Yes
Yes
Yes
DM04
Data Management -mapping
Good practice in data mapping
Data Owner
Head of IT/Systems
1
Onsite
No
No
No
Yes
TM01
Test Management – good practice
Good practice in testing approaches and execution
Test Lead
Head of IT/System
1
Onsite
Yes
Yes
Yes
Yes
TM02
Test Management – test script production support
Support/guidance/advice regarding test script production
Test Lead
Head of IT/System
1
Onsite
Yes
Yes
Yes
Yes
SA01
Savings – administration
Product(s) set up. Interest capitalisation
Account set up
Event/Task management, letters, drivers  and comms.
Standing order set up
Back office processes (passbooks; clear and suspend, ISA transfers; power of attorney)
Head of Operations /Operations Manager
Customer Service Manager
Head of Change/Change Manager
2
Onsite
Yes
Yes
No
Yes
LA01
Loans – administration
Product(s) set up. Deeds Administration
Interest capitalisation
Account set up
Event/Task management, letters, drivers  and comms.
Standing order set up
Back office processes (passbooks; clear and suspend, ISA transfers; power of attorney)
Direct debits
Loan restructuring
Redemptions
Forbearance
Head of Operations /Operations Manager
Customer Service Manager
Head of Change/Change Manager
3
Onsite
Yes
No
Yes
Yes
MA01
Mortgage Applications – overview
Stage set up. Deeds Administration
Fees and incentives
Completions and advances
Affordability
Valuations
ESIS
Offers
Conditions
References
Diary
Head of Operations /Operations Manager
Customer Service Manager
Head of Change/Change Manager
1
Onsite
Yes
No
Yes
Yes
MA02
Mortgage Applications – deep dive
Stage set up. Fees and incentives
Completions and advances
Affordability
Valuations
ESIS
Offers
Conditions
References
Diary
Professional contacts (connections)
Head of Operations /Operations Manager
Customer Service Manager
Head of Change/Change Manager
5
Onsite
Yes
No
Yes
Yes
GLA01
General Ledger – administration
Setup Transactions
Branch linking
Liabilities
Assets
Report generation
Head of Operations /Operations Manager
Head of Change/Change Manager
Finance Manager
1
Onsite
Yes
No
No
Yes
TBA01
Teller/Branch – administration
Cashier set up. Till/device set up
Physical v logical
Transaction posting
Inter-till transfers
Cheque banking
Passbooks
Cash management (till balancing)
Head of Operations /Operations Manager
Head of Change/Change Manager
1
Onsite
Yes
No
No
Yes
PAS01
Process/ activity scheduling
End of period (day/ week/ month/ quarter/ year/ ad hoc). Batch job processing
Job(s) definition
Jobs(s) scheduling
Head of IT /IT Manager
4
Onsite
Yes
No
No
Yes
SACBCT01
System administration functions (Core Banking and CT)
Review & recommendations. System set up (working hours, table maintenance, Memo codes, event types, arrears stage Maintenance, transaction types, output file Destinations,
System rules
Special system rules
User maintenance
Group maintenance
Head of IT /IT Manager
Head of Operations /Operations Manager
Head of Change/ Change Manager
5
Onsite
Yes
No
No
Yes
SAOBLO01
System administration functions (OB & LO)
Review & recommendations. System set up,
System rules
User maintenance
Group maintenance
Module text
Declarations
Product setup
Form building
Head of IT /IT Manager
Head of Operations /Operations Manager
Head of Change/Change Manager
Head of Mortgages
3
Onsite
No
Yes
Yes
No
AMG01
AGM Management
Functionality overview. AGM set up
Letter generation
Head of Operations /Operations Manager
0.5
Remote
Yes
No
No
Yes
PP01
Payment Processing
Direct Debits (AUDDIS) Confirmation of payee (In/out)
Bank account checks
Faster payment processing
Head of Operations /Operations Manager
Customer Service Manager
1
Onsite
Yes
Yes
No
Yes
 MIR01
MI & Reporting
Bespoke training in MI extraction and report production. Content to be scoped and agreed with customer prior to delivery
MI & Reporting Manager
TBA
Onsite
Yes
Yes
Yes
Yes
AM01
Arrears Management
Functionality review good practice
Letter review
Head of Mortgages
5
Onsite
Yes
No
No
Yes
RCAM01
Rate Changes Administration – mortgages
Mortgages recalculation of payments
Payment change comms (letter templates, live accounts, offered applications, inflight applications)
Processing rate change
Head of Mortgages
Head of Operations/Operations Manager
Mortgage Admin Team Lead
Customer Service Manager
System Admin (IT dept)
0.5
Remote
Yes
No
Yes
Yes
RCAS01
Rate Changes Administration – savings
Savings processing
Communications
Head of Mortgages
Head of Operations/Operations Manager
Mortgage Admin Team Lead
Customer Service Manager
System Admin (IT dept)
0.5
Remote
Yes
Yes
No
Yes
SA01
Statements – administration
Review of statementsAnnual statement production
Ad hoc production
Tax certificates
Head of MortgagesHead of Operations /
Operations Manager
Mortgage Admin Team Lead
Customer Service Manager
System Admin (IT dept)
1
Onsite
Yes
Yes
No
Yes
MA01
Maturities – administration
Review of notifications & reportsCommunications
Instruction recordings
Instruction processing
Head of Operations /Operations Manager
Mortgage Admin Team Lead
Customer Service Manager
System Admin (IT dept)
1
Onsite
Yes
Yes
No
Yes
BST01
Bespoke system training
Bespoke training for new/existing users in any area of standard MV systems/functionality.Content to be scoped and agreed with Customer prior to delivery.
As required
TBA
Onsite
Yes
Yes
Yes
Yes
PRT01
Product release training
Refresher training to cover highlight features / benefits / system updates to enhance product and process efficiencies
Head of MortgagesHead of Operations /
Operations Manager
Mortgage Admin Team Lead
Customer Service Manager
System Admin (IT dept)
TBA
Onsite
Yes
Yes
Yes
Yes
RR01
Regulatory refresher/ update
Webinar to cover high-level overview of current  regulatory requirements, regulatory reporting, recent amendments/updates, Operational resilience/ strong and simple framework/ Edinburgh Review
Head of IT /IT Manager
Head of Operations /
Operations Manager
0.5
Remote
N/A
N/A
N/A
N/A

 

Delivery Hours

Standard working hours for a full day (1 day) are 0930–1630 with a 1-hour lunch break.

A half day comprises 3 hours (0930 – 1230 or 1330 – 1630).

All onsite activity is charged as 1 day (full day) per MV resource as a minimum.

All onsite activity is subject to reasonable travel and subsistence expenses, charged at cost.

All remote sessions are charged as either a half day (3 hours) or a full day (6 hours)

Booking Enquiries and Confirmation

All booking enquiries must be submitted in writing and include the work package title and reference ID.

All dates/timings and content will be discussed and agreed in advance with customer.

Bookings must be requested in writing by the Customer and must include the work package title and reference id, via a fully completed and signed Sales Order (SO) / Purchase Order (PO).

Bookings will be deemed as confirmed and accepted by MV only when written acceptance/confirmation of the customer SO/PO (including applicable dates of bookings) has been provided by MV.

Any customer requests for changes to dates/times/content of confirmed booked work packages/services may incur additional charges in accordance with the Cancellation Policy below.

Cancellation Policy

Where a change to content, postponement or cancellation of a booking is requested, MV will do their utmost to re-schedule the allocated resource to alternative chargeable activity. Where this is not possible cancellation/postponement fees will be applied in accordance with the table below:

Working days cancellation/postponement requested prior to scheduled start date

 

Percentage of total fee applicable

 

>10 days 25%
6 – 10 days 50%
3 – 5 days 75%
< 3 days 100%
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