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This DNAapp produces a CSV data file of all new people who joined a financial institution during a configurable time period.
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The Outlook Event Scheduler enables the financial institution to create a new appointment, new meeting and new task in Microsoft Outlook from the DNA screen.
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The Person Occupation DNAapp allows users to search and select correct National Occupation Classification (NOC) code and job title for their members.
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This application produces a comma-delimited extract file with account statistical information summarized by account within the start and end dates runtime parameters for import into a marketing database. -
The Relationship Extracts for Enteract DNAapp is a comprehensive set of reporting batch applications that collectively produce hundreds of possible data fields/points intended to be loaded into and utilized for the Enteract from Fiserv customer relationship management (CRM) system.
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Wallet Share provides a graphical representation of your financial relationship with your customer / member.