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Customer / Member Interaction



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  1. 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
  2. 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
  3. 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
  4. 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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  5. 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
  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. 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
  8. 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
  9. 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
  10. 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

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