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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.
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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.
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This DNAapp generates a consolidated IRA statement without the transaction history.
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The Construction Loan Disbursement DNAapp is used to disburse funds from a construction loan to one or more payees for construction project details. The application can disburse by electronic transfer or batch check.
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The Contact Change History DNAapp displays the history of changes made to Member/Customer Contact information, which includes Address, Email and Phone number.
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This DNAapp produces a report and/or notice when a person or organization with an account role has had a change in contact information during the entered date range.