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Relationship


Relationship


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  1. Warning and Lockout Automation

    Warning and Lockout Automation

    $2,500.00
    This DNAapp provides institutions with the ability to add/activate or inactivate a Warning Flag or Lockout Flag on a group of persons or accounts.
    $2,500.00
  2. Wallet Share

    Wallet Share

    $250.00
    Wallet Share provides a graphical representation of your financial relationship with your customer / member.
    $250.00
  3. Upcoming Inactive Account Letters

    Upcoming Inactive Account Letters

    $4,000.00

    Provides a daily report of accounts that will become inactive within a certain timeframe with option to generate letters that can be mailed to customers with information on how to avoid the account from becoming dormant.

    $4,000.00
  4. Student Loan Manager

    Student Loan Manager

    $10,000.00

    This application is created for financial institutions (FI) which offer student loans and would like to manage the student’s academic and loan records within DNA®.

    $10,000.00
  5. Social Media Contact Info

    Social Media Contact Info

    $500.00
    The Social Media Contact Info DNAapp allows users to capture social media username of their members.
    $500.00
  6. Relationship Inquiry

    Relationship Inquiry

    $995.00

    The Relationship Inquiry DNA® Application displays pertinent member information to users who do not need access to account balances. A search function allows you to search by person or organization name. Upon search, a list of records is displayed that meets the search criteria.

    $995.00
  7. Relationship Credit Inquiry

    Relationship Credit Inquiry

    $1,995.00

    The Relationship Credit Inquiry DNAapp provides a snapshot of a person or organization’s accounts and loans with the financial, as well as the most important details of each. The single screen contains sixty fields drawn from approximately twenty-three separate DNA® screens, allowing an employee to quickly and accurately assess current and past relationship credit.

    $1,995.00
  8. Quick Access Panel

    Quick Access Panel

    $2,000.00
    The Quick Access Panel DNAapp allows users to launch screens from a slide out available at a central location (Edit Person / Edit Organization / Relationship Profile).
    $2,000.00
  9. New Customer Data File

    New Customer Data File

    $100.00
    This DNAapp produces a CSV data file of all new people who joined a financial institution during a configurable time period.
    $100.00
  10. Monetary Instrument Tracking

    Monetary Instrument Tracking

    $5,000.00
    The Monetary Instrument Tracking application produces a report and comma-separated extract file of monetary instrument purchase transactions. The report provides a snapshot of each transaction conducted by an individual for a specific date or date range.
    $5,000.00

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