Upcoming Inactive Account Letters image

Upcoming Inactive Account Letters

By Redstone Federal Credit Union

Provides a daily report of accounts that will become inactive within a certain timeframe with option to generate letters that can be mailed to customers with information on how to avoid the account from becoming dormant.

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Platform

DNA

Overview

The Upcoming Dormant Account Notification DNAapp provides a daily report of accounts that will become inactive within a certain timeframe. The app also generates notification letter that can be mailed to customers with information on how to avoid the account from becoming dormant. If so configured, the application can also generate letters for joint owners if they have different primary mailing addresses than the primary account owner.

 

Benefits
 
When an account becomes inactive or dormant, a customer may have to provide a written request or visit a branch office in order to reactivate the account. They may also be charged fees for the inactive or dormant status. By notifying the customer ahead of time, these situations may be avoided creating a much more positive customer experience.
 

  • Proactive approach of preventing an account from becoming inactive or dormant.
  • Improve customer service satisfaction.
  • Reduce the number of accounts that may become inactive or dormant.

App Information

Version
2.2.0.0 - Published June 2018
Developer Website

Specs

DNAapp Type: Report/Letter