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This DNAapp consolidates all Notes, Warnings, Lockouts, Contact Management records, and Dynamic Messages related to the selected entity being served into a single, easy-to-access screen so that your staff can search, sort, filter and find relevant notes fast.
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This DNAapp includes two applications that work together to round up debit card purchases to the next whole dollar, deposit the round-up amount into a related account, and, optionally, match a percentage of the round up amount as an incentive to use the program.
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The Deposit Closeout Wizard simplifies the deposit account closeout process by automatically displaying the screens included in the workflow to close a deposit account when additional services such as sweeps, draws, pre-authorized transactions, agreements, electronic access, and related accounts exist on the account.
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The DNA Export provides the ability to Print, Print Preview and Export (CSV or Excel formats) data in any grid displayed on the screen within DNA.
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This DNAapp creates and/or updates agreements in the specified Agreement Type to enable account-owner access to account information through a third-party internet-banking provider and / or the Voice Response (VRU) system. The application produces a detail report of the agreements created/updated, with totals.
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This DNAapp gives core users the ability to perform additional search queries. It enhances traditional core screen usability by offering multiple new search criteria all on one screen. Searches can now be performed faster and easier than ever before.
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This DNAapp is a great way to streamline your customer service and research processes that involve overdraft research. By doing so you can provide better and faster customer service for your clients while lowering your overall cost to serve a client.
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The Loan Quick Look DNAapp is a slide out tab on the relationship profile screen that brings common loan information to the forefront for quicker member communication.
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Smart Search DNAapp intelligently searches for matches based on search criteria and returns customer/member information along with information about related people and organizations based on the roles they have.
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The Transaction History Menu Link makes the Transaction History screen accessible from the Deposit Account Maintenance screen.