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Customer / Member Interaction



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  1. All Accounts History

    All Accounts History

    $1,000.00
    This app creates a new screen that displays transaction activity for all accounts for which the selected Customer / Member is listed as the tax owner, and optionally, the non-Tax Owner.
    $1,000.00
  2. All Notes Screen

    All Notes Screen

    $2,500.00
    This DNAapp consolidates all Notes, Warnings, Lockouts, Contact Management records, and Dynamic Messages related to the selected entity being served into a single, easy-to-access screen so that your staff can search, sort, filter and find relevant notes fast.
    $2,500.00
  3. At a Glance

    At a Glance

    $7,500.00
    This application gives the ability to view member verification data such as name, address, phone numbers, email address, DOB, SSN, open date, home branch of member and the ability to indicate the verification used.
    $7,500.00
  4. Bad Address Import

    Bad Address Import

    $750.00

    This DNAapp allows you to charge a primary savings account with an address locator fee, set up a warning flag, and hold all mail for accountholders with bad addresses.

    $750.00
  5. Call Center Panel

    Call Center Panel

    $2,000.00
    A simple slide out screen which allows users to view, create, and inactivate notes pertaining to Call Center activity.
    $2,000.00
  6. CIF Change Monitor

    CIF Change Monitor

    $1,500.00

    The CIF Change Monitor DNAapp is an online application that allows the User to proactively review and monitor person and organization CIF (Customer Information File) records that have had recent updates such as address changes, phone number changes, email address changes, and keyword/password changes.

    $1,500.00
  7. CIP Verification

    CIP Verification

    $2,500.00

    The CIP Verification DNAapp is an online real-time feature that allows the User to easily view AND add/maintain certain CIP information via a slide out function from multiple screens, including Deposit Account Maintenance, Relationship Profile and Transaction Express. 

    $2,500.00
  8. Commercial Business Profiler

    Commercial Business Profiler

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    This multiple screen app provides a one-stop hub for a financial institution to review and investigate a business and its owners’/officers’ financial activities before offering a new service or approving a new account. The app also analyzes an FI's commercial growth dynamics and account composition by zip code, industry, type and more.
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  9. Completed Transaction History

    Completed Transaction History

    $5,000.00
    This DNAapp provides the ability to produce an interim transaction history printout that is easy to read and has the information needed in a condensed format.
    $5,000.00
  10. Contact Change History

    Contact Change History

    $950.00
    The Contact Change History DNAapp displays the history of changes made to Member/Customer Contact information, which includes Address, Email and Phone number.
    $950.00

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