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Step 3

Find onward support

The final step

Here, we’ll look to the future and help you get the very best from Bankline.

1. Check in with your team

Once you’ve had time to start using Bankline, we recommend arranging a quick check in with your administrator and team. 

You could ask questions about how your team uses Bankline and cover things like: 

  • Are the roles and limits you’ve been given with working out?
  • Any tips, ideas, or best practice to share.
  • Should you be using the Bankline Mobile app? 
  • Security protocols and processes.

2. Security advice

We recommend signing up for our fraud awareness webinar. 

It’s not Bankline specific, but it will help everyone in your team to be aware of common threats, like invoice redirection scams, and how to guard against them. 

For general security advice and support you can visit our security centre for support. 

The National Cyber Security Centre also has free resources for organisations of all sizes. 

Check out the National Cyber Security Centre.

Get the best from Bankline

We often make improvements and introduce new features to Bankline based on customer feedback. We’ll let you know about these changes asthey arrive, and you can keep up with the latest by reading our Bankline blog. 
 

So far, we’ve covered the essentials. But these optional extras will help you get the very best from Bankline:

Bring your other Ulster Bank services together in Bankline

If you use other Ulster Bank services you may be able to connect some of them in Bankline. This means you could open them securely from your Bankline session, without needing an additional log-in step. 

Currently you can connect your ClearSpend and Agile Markets accounts, and we’ll be adding more services and more integrated features over time. 

Learn how to connect your services

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Tell us what you think

We're always eager to hear your views about Bankline's features.

You’ll be helping us shape the future of Bankline, and making sure it works well for you and your team in the process.

If you have specific feedback you’d like to share, just drop us a line at banklinefeedback@ulsterbank.co.uk

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Onward support when you need it

Whenever you’re using Bankline, there’s always help close at hand. 

For quick answers and trouble-shooting the best place to start is a chat with Cora or our support FAQ pages. 

If you need to speak to a person, Cora can connect you to a Bankline specialist, in working hours. You can also call our Bankline helpdesk. 

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We hope you enjoy using Bankline!

That’s it, for now. You and your team should be in a great position to get the best from Bankline, and we’ll still be here to help whenever you need us.

Thank you for taking the time go through this hub.

If you’ve any feedback for us about the hub or Bankline, please drop us a line at banklinefeedback@ulsterbank.co.uk