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Enable your staff to quickly add, update and remove cross account transfers for customers/members from a single screen within DNA®. Streamline the cross account transfer process and enforce business rules that reduce the risk of errors saving time and money.
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This DNAapp gives a financial institution the ability to add and/or remove specific roles on external accounts.
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This DNAapp gives a credit union the ability to assign a unique member number to a person or organization in the New Person Wizard. This is can be a requirement for external interfaces that need to uniquely identify the entity. Available for credit unions only.
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The Relationship Credit Inquiry DNAapp provides a snapshot of a person or organization’s accounts and loans with the financial, as well as the most important details of each. The single screen contains sixty fields drawn from approximately twenty-three separate DNA® screens, allowing an employee to quickly and accurately assess current and past relationship credit.