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.
Please refer to the documentation for detailed specification.
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.