Wire Request Workflow  image

Wire Request Workflow

By Fiserv

This DNAapp adds a new Wire Request workflow to DNA® that provides a more efficient method of gathering information required for processing wire transfers. The workflow includes the ability to add in-person or remote signatures to the wire transfer form.

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Meta information

Platform

DNA

Category

Apps By Fiserv

This DNAapp adds a new Wire Request workflow to DNA® that provides a more efficient method of gathering information required for processing wire transfers. The workflow includes the ability to add in-person or remote signatures to the wire transfer form.
 
Benefits 

DNA® clients that process a high volume of wire transfers can rely on WireXchange from Fiserv for a complete end-to-end wire transfer solution. For institutions processing fewer wires or that do not require as comprehensive a solution, the Wire Request Workflow DNAapp is the solution.

The Wire Request Workflow DNAapp saves time and reduces errors by guiding customer/member-facing staff, step-by-step, through the process of gathering wire request instructions. Once the required information is gathered, the app passes the instructions to the appropriate back office staff for final processing of the wire transfer.
The Wire Request Workflow DNAapp helps ensure that all necessary information is captured and all steps are complete, reducing the likelihood for error and increasing efficiency. The app also allows users to track wire requests through to completion, offering greater visibility into your wire transfer operations.
Optional integrations with DocuSign, Activity Manager for DNA®, Nautilus®, Digital Document for DNA®, or other third-party archiving vendors offer even greater efficiency, flexibility, and business process control.
All told, the Wire Request Workflow DNAapp helps you:
  • Simplify the preparation, signing, and tracking of wire transfer requests
  • Increase productivity and reduce the amount of time spent processing wire transfer requests
  • Support domestic, international, and loan closing wire transfer requests
  • Support in-person signatures using a tablet or remote signatures via DocuSign
  • Support automatic archiving via OnBase/Nautilus, Digital Document for DNA®, or other third-party archiving vendors
  • Send the wire request information along with the PDF form to a predefined person or group (wire transfer department) when Activity Manager for DNA® is in use

App Information

Version
24.2.0.0 - Published August 2024
Developer Website

Specs

DNAapp Type: New Screen/Menu 

Developed with DNAcreator™ ​

DNAX File Name: ​DNA.WireWorkflow.InstallPackage​.dnax