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The Backup Withholding Tool is a single screen developed to create, modify, and inactivate backup withholdings on a member's dividend earning accounts due to IRS notifications.
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The Bad Address Fee Assessment DNAapp increases fee income by automating the assessment of a customer level bad address fee.
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The Balance Summary Request DNAapp provides a new easily accessible, straightforward screen that will accommodate printing or emailing all or a custom selection of a person or organization’s deposit and/or loan account balances.
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BankAssist - The pre-built virtual assistant that leverages large language models to enable conversational banking. One instance of BankAssist integrates with voice and a variety of digital channels including web, SMS and social media.
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This application will apply a bonus margin to an account where it has passed all qualifications.
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This application changes branch ownership based on file import data without the need for manual intervention.
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The Branch Reassignment app evaluates transaction activity for all accounts owned by a single person or organization and schedules the accounts to be moved to the branch where the person or organization primarily performs account transactions.
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This app is a sales tool which helps Business Officers to demonstrate the advantages of banking at their Financial Institution by providing clients the ability to model and assess various charges or credits their accounts may incur in various scenarios
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A simple slide out screen which allows users to view, create, and inactivate notes pertaining to Call Center activity.