- System Updates
Wallet Share provides a graphical representation of your financial relationship with your customer / member. Current account balance distribution can clearly be seen via pie charts, and historical average balance distribution (between loan and deposit accounts) is shown in a bar chart. This screen also contains other account relationship summary information relating to Retirement Plans, MasterLines and Externally Serviced Accounts that are represented in DNA. Dynamic Messages are shown to increase cross-selling opportunities, and general customer / member contact information also appears. In the case of organizations, you will also see the names of certain key individuals (for instance, officers, signers, etc.). Numerous configuration options are provided to help you tailor the inquiry to best meet the needs of your Financial Institution.
A new Menu Item ‘Wallet Share Inquiry’ will appear in the Quick Inquiries menu in the Relationships Service.
When the user selects this new Menu choice, the combined search screen will open up, where the user will search for a Person or Organization whose relationship they wish to view.
Once on the screen, users will find 5 key components of the application. They include the Contact Details, Dynamic Messaging, Balance by Account Type, Average Balance and Other Relationships (to include Retirement Plans, Masterlines, etc.).
The Contact Details will display the geographical data for the member/customer while the Dynamic Messaging will display the start/end date in addition to the message related to the Relationship Profile. The Balance by Account Type will show the distributions of the accounts within a pie or bar chart. Average Balance displays the average balance of the accounts (also in chart form). Other Relationships include Externally Serviced Accounts, Retirement and Masterlines. Externally serviced and Retirement plans will list the top two accounts in addition to the Major and Minor.
All accounts are included in Wallet Share - Deposit, Loan, Retirement, Externally Serviced Accounts, and Masterlines. Charts available include pie and bar and are configurable with color.
Please refer to the documentation for detailed specifications.
Graphical Representation is NiceReview by Rupesh
Data represented in the pie charts is a very nice feature.
(Posted on 5/2/11)
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This DNAapp is compatible with DNA 4.0 or higher.
If you are running DNA 3.x please submit a case in Compass to obtain the version of Wallet Share that is compatible.