Contact Management

The Contact Management DNAapp provides a new screen to store all contact and conversations with existing customers or members. This DNAapp will help your financial institution become more efficient in relationships, service, and self-appraisal. In addition to the main Contact screen where contact events can be viewed, created, edited, or deleted, this application also provides a Contact Notes and Contact Status Change History screen in order to better track and follow up on contact events.

Benefits

• Enables an institution to log and follow all contacts with their customers/members
• Track the progress history with detailed notes and custom statuses
• Automate the warning flag creation and inactivation process directly within the app
• Set due dates, perform assignments report on progress
• Helpful to track complaints, sales opportunities, missing documents or any customer event, or just create an awareness within DNA® that there is a high profile client that notifies staff customer/member the moment their records are accessed