Frequently asked questions
For your convenience, we've included some FAQs to help you navigate and use Talea® Lync™. Whether you want to know how to log in to the platform, set up user accounts, view client data or generate reports, we've got the answers for you. If you have a question that's not included here, we've also listed client support resources that you can tap into.
Getting familiar with Talea Lync
What is Talea Lync?
Talea Lync is a secure, web-based Salesforce Experience Cloud platform that provides you with a view of The Bancorp account information for your clients, enabling you to easily monitor their accounts.
Why should I access Lync?
Lync is your “link” to your clients’ account details with The Bancorp. Designed to support a seamless self-service experience, Lync gives you convenient, secure access to the information and tools you need all in one place.
What information is available through Lync?
Lync provides you with transaction details, balance history, copies of checks and monthly statements. Using Lync, you can also:
Is the site secure?
Yes, Lync leverages the same proven information security protocols that protect all systems and client information here at The Bancorp.
Where can I get a copy of the Lync Access Authorization Agreement?
The current authorization agreement is available at the bottom (footer) of any Lync page.
What web browsers support this system?
Lync is best viewed using the latest versions of Chrome, Firefox, Safari and Edge. Browser support for Lync, a Salesforce Experience Cloud site, varies by the device that you use and the site template. Please click here for more details.
Is there a mobile version of Lync?
Yes. The Talea platform is accessible via phone, tablet, laptop or computer. Simply log in to Talea to access Lync. The website will reformat appropriately based on the device used to log on.
Logging into Lync
How do I access Lync?
Lync is accessible through the main Talea platform.
For single sign-on (SSO) users:
If your wealth management platform has established single sign-on (SSO) connectivity with The Bancorp, simply click the hyperlink within your advisor desktop. This will automatically log you into Talea without the need to establish and remember a new set of sign-on credentials.
Note: First-time users will be prompted to complete their user profile prior to landing on the Talea homepage.
For direct registration users:
If SSO connectivity is not available, simply register directly with The Bancorp by clicking "New user?" Click here to register!” on the Talea login page. Once your registration is approved, you will receive an email containing your temporary log-in credentials. Upon logging in to Talea for the first time you will be asked to reset your temporary password, establish security questions and complete your user profile.
Once logged on to Talea, locate and click the Lync logo. A new browser window will open.
Accessing Lync: accounts and permissions
Who can access Lync?
Anyone with Talea sign-on credentials can access the Lync platform, including financial professionals, their colleagues and administrative support staff. Individuals that need access to any specific account-level details must be set up with proper access to Lync.
The Lync administrator, or “Hero,” can add other users, aka “Deputies,” who are authorized to access client account information. It is the Hero’s responsibility to add and remove Deputies.
What do the terms “Supergroup,” “Hero” and “Deputy” mean?
These terms describe how client account access operates within Lync.
Why should a Deputy be granted access?
Administrative support staff should be set up with Deputy permissions if they are authorized to access clients’ account information. In addition to being able to self-serve through Lync, the Bank’s Client Success team will authenticate a caller through their Deputy access.
How do I set up access for a Deputy?
The Hero, or Lync administrator, must grant access to a Deputy by inviting the Deputy to their Supergroup. The invitation process is completed through the Supergroup administration link under the profile icon in the upper right corner and is also located on the home page. The Hero initiates the process by entering the Deputy’s email address. Once the invitation is emailed to the Deputy, the Hero can grant the Deputy full access to all accounts that the Hero is associated with or provide access to specific accounts.
Viewing and updating client data
Can I view client data in real time?
Transactional data within Lync will be up to date as of the close of the last business day.
Can I get a copy of my clients' statements sent to me?
Statements with up to 18 months of account activity are available through Lync. You can establish an alert to be notified when a client's statement is available.
How long will data remain available?
Lync contains the most recent 18 months of client account data. Additional data history may be requested through submission of a Case.
Can data be exported?
Reporting is available. Through a download feature, transactions and statements can be exported to a .csv (comma separated value) file.
What kind of reports are available (e.g., ad hoc, preconfigured)?
Lync contains a wide range of standard reports. If additional customized reporting is needed, please open a Case.
Where are the forms needed for changing items related to my client’s account?
Most requests can be submitted through Cases on the Lync homepage. If you’ve already reviewed Cases, all forms and guides are housed in the main Talea platform. Navigate to “Client administration resources.”
What types of cases can be submitted through Lync?
You can submit Cases on behalf of your client for a variety of requests such as updating demographic information, ordering checks, or copies of checks and statements not available through Lync or submitting a change in terms for a line of credit.
Can associated client accounts be added, deleted or changed?
Lync provides read-only access to client account information. However, you may request updates to client information using Cases. For example, if you believe a specific client account is missing from your access, please submit a Case, providing as much detail as possible about the missing account.
Will closed client accounts remain accessible, and, if so, for how long?
Yes, accounts and associated transaction details will be accessible for a limited time after account closure. The transaction history for loan accounts will be available for approximately 24 months and approximately 13 months for deposit accounts.
Can money movement be performed?
No, Lync provides read-only access to client account information. Money movement is not authorized.
Support
Who do I contact for support issues?
Contact Talea Support to get help with both Talea and Lync. Simply email us at TaleaSupport1@thebancorp.com.
Who do I contact for general questions?
You may contact your current Sales and Service representatives for general questions or contact your Client Success team using the same phone number or email address that you use today.
Lync to our videos!
Learn more about Talea Lync by accessing our video quick takes:
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