Quick Member Verification
Quick Member Verification allows contact center employees to quickly and efficiently validate members over the phone via out-of-wallet questions and answers.
Overview
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:
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ID Question Answer (Mother's Maiden Name Field)
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Latest Auto Loan Information
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Latest Mortgage Loan Information
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Transaction Information
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Safe Deposit Box Location/Number
Quick Member Verification optionally provides remote ACH Financial Institution Names for Latest Auto and Mortgage loans.
App Information
- Version
- 1.1.0.0 - Published July 2020
Support
Request SupportSpecs
DNAapp Type: Slide Out
Developed with DNAcreator™
DNAX File Name: QuickMemberVerification.dnax
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