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Customer / Member Interaction

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  1. Web Links Dashboard

    Web Links Dashboard

    $250.00
    This DNAapp provides financial institutions a centralized location to house and group commonly used web links within DNA.
  2. Verification of Deposit

    Verification of Deposit

    $500.00
    This DNAapp provides a streamlined process to complete Verification of Deposit requests by allowing the user to select the number of months to use for the Average Balance and change the Thru Date for Current and Average Balances. There are options to print dividend information and active accounts only.
  3. Upcoming Inactive Account Letters

    Upcoming Inactive Account Letters

    $4,000.00

    Provides a daily report of accounts that will become inactive within a certain timeframe with option to generate letters that can be mailed to customers with information on how to avoid the account from becoming dormant.

  4. Role Reassignment

    Role Reassignment

    $2,500.00
    Automated way to change an account officer, personal banker or any other account roles.
  5. Retirement Plan Summary

    Retirement Plan Summary

    $600.00
    The purpose of the application is to display Retirement Plan information for an account tax owner conveniently on a single screen. This application displays a summary of all retirement accounts associated to the tax owner of the selected Retirement Plan Account Number. Retirement Accounts are grouped by Plan Number and Total Balance (based on account’s Note Balance type) is displayed for each group.
  6. Retirement Account Link Workflow Step

    Retirement Account Link Workflow Step

    $2,250.00

    This DNAapp adds a new workflow step to the New Deposit Account Wizard, streamlining the process of linking a new retirement account to an existing retirement plan by enabling the User to link a new account to an existing retirement plan during the new deposit account workflow process instead of having to do it after the fact by performing maintenance on the newly created account.

  7. Relationship Team View

    Relationship Team View

    $0.00
    This DNAapp displays user field values for the Tax Reported for Owner of the Account, limited to the user fields listed in the User Field section. This new screen can be accessed from the relationship profile screen.
  8. Print Debit Card Agreement

    Print Debit Card Agreement

    $500.00
    This DNAapp allows the user to create Card Agreement file with Person’s or Organization’s information and open it in default PDF file Reader. The purpose of the application is to eliminate manual process of filling a paper form with member’s data.
  9. Overdraft Research Tool

    Overdraft Research Tool

    $9,000.00
    This DNAapp is a great way to streamline your customer service and research processes that involve overdraft research. By doing so you can provide better and faster customer service for your clients while lowering your overall cost to serve a client.
  10. Overdraft Privilege Maintenance

    Overdraft Privilege Maintenance

    $500.00
    Provides all ODP related information and maintenance options for a given account on a single screen for financial supervisors and frontline staff to manage ODP options and quickly browse an account’s ODP information.

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