Retirement Account Link Workflow Step

This DNAapp adds a new workflow step to the New Deposit Account Wizard, streamlining the process of linking a new retirement account to an existing retirement plan by enabling the User to link a new account to an existing retirement plan during the new deposit account workflow process instead of having to do it after the fact by performing maintenance on the newly created account.

0
In stock
SKU
RESOFTAPP0115
Developed By: G&F Financial Group
Version: 1.0.0.2 - Published March 2018

The Retirement Account Link Workflow Step DNAapp adds a new workflow step to the New Deposit Account Wizard, streamlining the process of linking a new retirement account to an existing retirement plan. The new step allows the User to link a new account to an existing retirement plan during the new deposit account workflow process, instead of having to do it after the fact by performing maintenance on the newly created account.

Benefits

Establishing new retirement accounts in DNA® can take some extra clicks, which can cause headaches during peak IRA/RRSP season. After using the New Deposit Account Wizard to create the new account, DNA® users have to perform account maintenance to link the newly created account to a retirement plan, adding time and an opportunity for error to the process.

Not anymore.

The Retirement Account Link Workflow Step DNAapp allows you to complete the entire retirement account creation and linking process within the New Deposit Account Wizard, saving your staff and customers/members time and reducing opportunities for error. The app adds a workflow step to the New Deposit Account Wizard so that you don’t have to perform account maintenance on the newly created account in order to link it to a retirement plan.

 

  • Create and link new retirement accounts to retirement plans all within the familiar and  easy-to-use New Deposit Account Wizard
  • Establish retirement accounts faster with fewer clicks, saving your staff time and enhancing the customer/member experience
  • Eliminate missed retirement account-plan linkages by making this a mandatory workflow step
  • Eliminate opportunities for error by making users select from only eligible retirement plans when linking a new retirement account

 

This DNAapp is designed for use both in the US with Individual Retirement Accounts (IRA’s) and in Canada with registered plans, including Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs) and Tax-Free Savings Accounts (TFSAs). It is intended for use by customer/member service personnel either in-person at the branch/teller window or over the phone. 

DNAapp Type: Workflow Step/Screen 

 

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