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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. Wallet Share

    Wallet Share

    $250.00
    Wallet Share provides a graphical representation of your financial relationship with your customer / member.
  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. 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®.

  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.
  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.

  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.

  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).
  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.
  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.

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