Great FeatureReview by Dave F
COCC has a number of clients licensing this app. It's extremely flexible with so many parameters to help drill down the criteria for assigning an account holder to a branch. It's nice that you can tweak the parameters in test mode first to get a look at the changes to help determine the volume of change and see how well that may be managed by the branches. Many of our clients do mailings or returned item processing by branch and this ensures the target audience is accurate.
There are so many accounts that just don't perform their business at the branch of origination and to do the analysis and maintenance any other way is inefficient, this app saves a ton of time. And you set it up once and don't have to worry about it going forward, most of our clients run it monthly. If you want to ensure the accounts are assigned to the branch where the business is performed, this is well worth it!
(Posted on 7/5/11)
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