General
Q: How can I join?
A: To request an invitation to join, please contact community@intrafi.com, call (800) 590-4632, or register directly here.
Q: What can I do on Peer Intelligence?
A: You can post questions or topics for debate. You can weigh in on what others have posted. Or you can simply observe what other bankers have posted.
Q: Will my mailbox be overrun with emails from Peer Intelligence?
A: No. The default setting will send you an email once a day summarizing the previous day’s activities. But you can change that setting to get updates in real-time or to receive updates just once a week.
Q: Why is IntraFi Network sponsoring Peer Intelligence?
A: Our company succeeds because it serves a network of banks that can accomplish more by working together, and Peer Intelligence is just one more way to make that network stronger. Like IntraFi Network’s other offerings, Peer Intelligence leverages technology to help banks connect with each other for the benefit of each bank and the industry as a whole.
Q: What is my username/password?
A: If you have forgotten your login credentials or need assistance with your login information, please click here.
Q: How do I update my contact information?
A: On your profile page, please select the pencil icon next to “Contact Details” in the left column.
Q: How do I control what information is visible in My Profile?
A: Please navigate to your profile page, then select the “My Account” tab and choose “Privacy Settings” from the drop-down menu. This will let you control what information is visible to whom. After you’ve made changes, click the “Save Changes” button at the bottom of the page.
Contacts / Connections
Q: How do I find other members?
A: Click the “Network” or “Directory” link found in the main navigation bar. The Directory lets you search for other users based on:
- First and/or last name
- Company/Institution name
- Email address
Switch to the “Advanced Search” tab to refine your search results by:
- City
- State
- Country
- Community
- Education
Q: How do I add contacts to my contact list?
A: There are several ways to add contacts. When you perform a search in the Directory, you will see an “Add as contact” button to the right of each person in your search results. Just click this button to send a contact request. If you click through and view an individual’s profile, you can also click the contact request link to the right of his or her profile picture.
Q: Why should I add contacts to my contact list?
A: Creating this virtual address book makes it easy to send your contacts messages through the community site to stay in touch, ask questions or even build a referral network. Additionally, when you view another member’s profile, you’ll be able to see any contacts you have in common. You can also choose to let your contacts view certain demographics in your profile that others can't.
Communities / Discussions
Q: What are communities?
A: Communities enable you to participate in discussions and share resources with other members.
Q: How can I control the frequency and format of emails I receive?
A: Navigate to your profile and click on the “My Account” tab. Choose “Community Notifications” from the drop-down menu. On that page, there are subscription options: Real Time, Daily Digest, No Email.
For each discussion, you have the following delivery options:
- Real Time: sends an email every time a new message is posted.
- Daily Digest: sends one email to you each day, consolidating all of the posts from the previous day.
- No Email: allows you to be part of the group without receiving emails. You can still post and read others’ messages by logging into the community site.
Q: How do I respond to others’ posts?
A: To respond to a discussion post, please navigate to the discussion post and click “Reply to Discussion” to send your message to the entire community. To send a message to the only author of the post, please select “Reply to Sender” (located in the "Reply to Discussion" drop-down). We recommend replying to the sender for simple comments like “me, too” that add little value to the overall discussion; and replying to the entire community when you are sharing knowledge, experience, or resources that others could benefit from.
Q: How do I start a new discussion thread?
A: Go to “Participate” > “Post a message.” From an email (HTML version) for a particular discussion forum, you can use the “Post Message” link located at the top of the discussion email. If you have any questions, please contact community@intrafi.com or call (800) 590-4632.
Q: I’m having trouble viewing the HTML email messages. How do I fix this?
A: If images are not appearing, it is likely that your email client is set to suppress images. This should be something you can change in your security or viewing options. If you would rather receive text-based email, go to your profile page and click on the “My Account” tab. Choose “Community Notifications” from the drop-down menu. Select the “Plain Text” format option for each of the discussions you are subscribed to.
Libraries
Q: How do I find resources that may have been uploaded by other members?
A: If you know which library the resource might be located in, find the affiliated community via the All Communities page. Click through the community's landing page, then click on the “Library” tab. If you do not know where the resource might be, enter search terms in the main search box the same way you might enter search terms into Google or another search engine.
Q: Can I search for specific file types?
A: Yes. Enter your desired keyword in the main search box. From the search results page, click “Show Advanced Search.” Then click on “Search for Specific File Types.” This gives you the option to specify file type: Document, Image, Spreadsheet, etc.
Q: How do the libraries get populated?
A: The libraries are populated in two ways:
- When you include an attachment in a discussion post, the system automatically places it in the affiliated library.
- You can also upload documents directly to a library by using the “Share a File” link found under “Participate” in the main navigation or “Create New Library Entry” button on any community's library page. Library resources are not required to be associated with a discussion thread.
Q: How do I upload a file?
A: Select the “Share a File” link found under “Participate” in the main navigation or “Create New Library Entry” on any community landing page. Please note that uploading a document is accomplished by completing a few steps, and each step must be completed before you can move on to the next:
- Choose a title for your document, and include a description (optional). Select the library to which you’d like to upload it, and select a folder to which you’d like to upload it optional). Then, choose an Entry Type (most will be Standard Files, but be cognizant of any copyright licensed material). Once you have completed these steps, please click “Next.”
- Upload your file.
- Select “Next” if you want to further describe your files and/or add tags to your file. Otherwise, please click “Finish” to post your library entry
Q: What kind of files can I upload?
A: The system supports dozens of file types, including hyperlinks, standard files (Word, Excel, PowerPoint), webinars, images, and YouTube videos.