JMFA Announces Exciting Updates and Enhancements to JMFA Advantage Platform


Mia Keay |

For Immediate Release

Houston, TX – Today, JMFA, a leading consulting firm specializing in growth solutions for credit unions and community banks, is thrilled to announce several new features, updates, and fixes to their JMFA Advantage platform. These enhancements aim to improve user experience, streamline processes, and ensure seamless operation for financial institutions.

New Features

Release Notes in Advantage:

JMFA introduces a dedicated Release Notes section within the Advantage platform. This section provides users with quick access to essential information regarding updates, enhancements, and bug fixes, advancing transparency and ensuring users stay informed of platform improvements.

Limit Manager Comparison Report:

The new Limit Manager Comparison Report is a powerful tool that identifies accounts where today’s Overdraft Privilege (ODP) Status, Code, or Limit does not match the proposed Status, Code, or Limit from the prior day’s Limit Manager Report. This feature allows financial institutions to identify accounts where proposed changes were not successfully updated in the core processor, ensuring accurate account management. Select the new “Reports” menu option in Advantage to view this report.

Custom Chat Settings in Advantage Intelligence:

Advantage Intelligence now offers enhanced customization options with new custom chat settings. Financial institutions can fine-tune responses to meet their specific needs, ensuring more personalized and efficient interactions with account holders.

Copy Button in Advantage Intelligence:

Advantage Intelligence now includes a convenient copy button. Users can easily duplicate selected message content, streamlining communication and saving time. Click on the message you want to copy to view the “Copy to Clipboard” button.

Email Statistics Feature:

The new Email Statistics feature in Advantage allows users to view comprehensive statistics on emails delivered, opened, clicked, and bounced. Users can specify a time frame and analyze the performance of individual letter types and email recipients. This feature provides invaluable insights into the effectiveness of email campaigns, enabling financial institutions to optimize their communication strategies and improve engagement with account holders.


New How-To Video in CSuite:

To assist users, JMFA has added a new How-To video in the CSuite section of the JMFA Advantage platform. This video provides step-by-step guidance on utilizing essential Advantage features, ensuring users can fully maximize CSuite’s capabilities.

New Request Training Link in the Learning Center:

Users now have the option to request training through the newly added Request Training link in the Advantage Learning Center. This feature allows financial institutions to request training sessions tailored to their specific requirements, enhancing user proficiency and overall operational efficiency.


Improved Loading for News and Alerts:

JMFA has implemented improvements to enhance the loading speed for the News and Alerts section of the Advantage platform. This ensures a seamless and efficient experience for users when accessing important news and alerts.

Fixed Scrolling for Advantage Intelligence:

The scrolling feature in Advantage Intelligence has been fixed to provide a smoother and more user-friendly browsing experience. Users can now navigate through messages and insights effortlessly.

In addition to these key updates and fixes, JMFA has also addressed miscellaneous bugs to further enhance platform stability and performance. These newly introduced features and updates section of Advantage reflect JMFA’s commitment to continuously improving their offerings and providing financial institutions with state-of-the-art tools and technologies to better serve their customers.

For more information about JMFA and their Advantage platform, please visit or contact our sales team at


With over 40 years of industry experience, JMFA is one of the most trusted names in financial services consulting for community banks and credit unions. By providing data-driven, consumer-focused recommendations, JMFA devises win-win solutions that meet the ever-evolving needs of today’s financial institutions and consumers.

Whether it is helping to enhance your overdraft service, optimize your digital solutions or boost your account acquisitions, JMFA delivers custom consultation that mirrors the personalized service and community spirit that community banks and credit unions have always been known for.


Sign Up Here