Quick Member Verification allows contact center employees to quickly and efficiently validate members over the phone via out-of-wallet questions and answers.
The Quick Member Verification Slideout provides out-of-wallet information relevant to the active person in Relationship Profile.
Benefits
Quick Member Verification allows contact center employees to quickly and efficiently validate members over the phone via out-of-wallet questions and answers. Employees were previously required to navigate through a multitude of screens to retrieve the same information.
It provides data such as:
ID Question Answer (Mother's Maiden Name Field)
Latest Auto Loan Information
Latest Mortgage Loan Information
Transaction Information
Safe Deposit Box Location/Number
Quick Member Verification optionally provides remote ACH Financial Institution Names for Latest Auto and Mortgage loans.
DNAapp Type: Slide Out
Developed with DNAcreator™
DNAX File Name: QuickMemberVerification.dnax
