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.
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.
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.
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.
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.
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.
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.
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.