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Customer / Member Interaction



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  1. ELMO - Electronic Lobby Manager

    ELMO - Electronic Lobby Manager

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    ELMO is a multi-screen DNAapp that helps financial institutions streamline member/customer branch visits. Users can create visits, monitor visits, view lobby snapshots, and generate valuable data-rich reports for more informed staffing and branch decision making. Its admin tool lets users configure the app for their unique needs and manage it during operation.
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  2. Documents Quick Access

    Documents Quick Access

    $950.00

    This App provides quick access to the documents (WMF Forms) associated with an account through the online print page. The menu item “Documents” is added to the Accounts and Credit Card tabs within the Relationship Profile. When an account is selected and the menu item is clicked on, it will take you to the online print page. The account you selected will be the active account in the online print page and all documents associated with that account will appear in the selection box.

    $950.00
  3. Customer Services Display

    Customer Services Display

    $1,000.00

    Customer Services Display is a simple slide-out panel that shows certain card agreement types or user fields and whether or not a customer is enrolled in them or how many of their accounts are enrolled in them.

    $1,000.00
  4. Cross Account Transfer Screen

    Cross Account Transfer Screen

    $3,500.00

    Enable your staff to quickly add, update and remove cross account transfers for customers/members from a single screen within DNA®. Streamline the cross account transfer process and enforce business rules that reduce the risk of errors saving time and money.

    $3,500.00
  5. Contact Management

    Contact Management

    $3,500.00
    The Contact Management DNAapp provides a new screen to store all contact and conversations with existing customers or members.
    $3,500.00
  6. Contact Inquiry

    Contact Inquiry

    $950.00

    This DNAapp will provide users with a fast, easy way to review current contact information (address, phone, and email), as well as historical changes for a person or organization made within a specified date range.

    $950.00
  7. 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
  8. 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
  9. 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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  10. 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

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