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AccountArchive™
is the future of information archiving and retrieval.
Whether it is information about your customers and accounts, or the relationships between them,
this online storage and retrieval software uses the latest in web-based server and database technology
to give you endless online access to detailed information.
Designed with built in intelligence for ease of use,
AccountArchive™
enables you to effortlessly search customer and account information
in a cohesive way without having to jump between menus or reports. With just a few keystrokes, you can
search through layers of information and complex relationships.
While focusing on helping you to be more productive, the integrity and security of data is preserved in
a PCI compliant framework that integrates seamlessly with your network security.
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Learn more about the Features of
AccountArchive™
With intelligence built in to respond to your searches in a more intuitive way,
and technology leveraged to give you the easiest way to find information,
see the features that make
AccountArchive™
key to empowering you to provide better service and be more responsive to the needs
of your customers. Explore the many features of this software that makes
AccountArchive™
an essential tool in enabling you to understand your customers better.
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F e a t u r e s
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Unlimited depth of information
AccountArchive™
can retain as much account and customer information as required by the institutions
record retention policy. No realistic constraints or limits are envisioned.
The use of multiple data tables for large volumes of data bound together with unified search functions
create a seamless search experience. The continuing increase in storage density while costs decline
allows for very large volumes of data to be stored inexpensively.
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Searches can be initiated by a partial name or account number
All you need to start a search is a partial name or partial account number. Alternatively,
a search can be also be initiated using a Social Security Number or Tax Identification number
If multiple customers or accounts meet the search criteria, a list is presented with contextual information
to help narrow down the search to a specific item.
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Deeper Search options are available where complex relations are involved
Deeper searches give you the ability to get in-depth relational information beyond a single account
which would be less than obvious under normal observation.
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Information - Not data or codes
Most systems typically process data in codes such as product numbers, branch numbers, transaction codes
which work very nicely for computers processing data.
Information in AccountArchive™
is presented using common descriptions, names and easy-to-understand translations so you do
not need a reference manual to figure out what is going on.
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Relationships on accounts are maintained for primary and non-primary account holders
AccountArchive™
saves information on non-primary account holders and their relationship to an account.
These relationships define the role of a given person on an account.
In addition to the primary mailing address, common mailing, alternate and seasonal addresses
are also available.
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Ability to see product details on an account
A simple drill down option on the product icon reveals details on the product and functionality.
Product details include product name, interest rate, interest payment frequency, rate changes,
opening date, closing date and so on. Certificates of Deposit accounts additionally show Maturity Date
and Term. Similarly, lending products show Due Dates, Term, Original Principal Balance, First Payment Date,
standard payment method, frequency of payments and details of rate related information on variable rate products.
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Collateral information and notes
AccountArchive™
intelligently links Collateral information and comments stored in notes to accounts for easy retrieval.
Account level drill down in lending products provide information on collateral value and details,
making it easier to estimate ongoing loan to value ratios.
Notes recorded on an account or pertaining to a customer are presented with information on the
"who, what, when" of the situation.
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Consolidated view of Retirement Accounts and Beneficiaries
Retirement accounts, beneficiaries and the distribution ratios of benefits are easy to find.
Each item with more details can be viewed using easy drill down capabilities that provide the next layer
of information.
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Multiple views of activity for different types of transactions
When multiple views are available for an account, a simple icon selection swaps your view and adjusts the
information displayed. This facilitates research of non-financial activity
or disbursement activity for escrow over a calendar period of your choice.
By clicking on the relevant icon, you can choose to see monetary transactions, escrow transactions or
field maintenance transactions.
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Transaction details beyond amount and date
By clicking on any detail amount or field displayed, you can see details of where and how the associated
transaction was performed.
Transaction details include the location, teller, branch, date and time. For ACH transactions or when a
description is available, applicable information is presented along with the breakdown of any payments.
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Details on a loan payment such as the remittance to Principal, Interest, Escrow etc. are maintained
AccountArchive™
gives you the ability to see the portion applied to principal,
interest, escrow, late charge, etc., as well as the total amount received.
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Find out how you could benefit by using
AccountArchive™
AccountArchive™
saves time and costs by creating information research efficiencies, reducing workload,
improving business intelligence and identifying marketing opportunities
while reducing the time taken for processing on the core system.
In Disaster Recovery situations, it enables you to access past information
about your customers while accelerating the recovery because of reduced
data volumes.
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Support - What distinguishes our support
We support and provide enhancements for all the software we develop. The fast pace
at which technology evolves or changes requires us to re-evaluate the way certain
features were added or not added to the code.
We also listen to your feedback, look at logs to determine how to improve code
in ways that makes it easier for you to use. Enhancements to meet changing needs
are added. Our focus is on meeting your needs and providing you an exceptional
customer experience.
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See how we leverage technology to help you get answers
We use Technology by taking advantage of new developments
while integrating processes and methodology proven through years of experience.
We bring you a higher quality of software that just works better for you.
Our software is developed using the latest technology and development platforms.
From databases and servers to software, our processes are well integrated so you don't
have to do the work needed to bring everything together.
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FAQs - Frequently Asked Questions
Search for answers to commonly asked questions or just explore the answers we have
provided to help our customers better understand our software.
From explanations on how we develop, design and support
AccountArchive™
to the different implementations of
AccountArchive™,
this section will help provide answers to some questions you might have.
Call us to arrange a hands-on demonstration so that you can
experience the value of our software for yourself.
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-
Find out how you could benefit by using
AccountArchive™
AccountArchive™
saves time and costs by creating information research efficiencies, reducing workload,
improving business intelligence and identifying marketing opportunities
while reducing the time taken for processing on the core system.
In Disaster Recovery situations, it enables you to access past information
about your customers while accelerating the recovery because of reduced
data volumes.
-
Support - What distinguishes our support
We support and provide enhancements for all the software we develop. The fast pace
at which technology evolves or changes requires us to re-evaluate the way certain
features were added or not added to the code.
We also listen to your feedback, look at logs to determine how to improve code
in ways that makes it easier for you to use. Enhancements to meet changing needs
are added. Our focus is on meeting your needs and providing you an exceptional
customer experience.
-
See how we leverage technology to help you get answers
We use Technology by taking advantage of new developments
while integrating processes and methodology proven through years of experience.
We bring you a higher quality of software that just works better for you.
Our software is developed using the latest technology and development platforms.
From databases and servers to software, our processes are well integrated so you don't
have to do the work needed to bring everything together.
-
FAQs - Frequently Asked Questions
Search for answers to commonly asked questions or just explore the answers we have
provided to help our customers better understand our software.
From explanations on how we develop, design and support
AccountArchive™ to the different
implementations of AccountArchive™
this section will help provide answers to some questions you might have. Call us to arrange a
hands-on demonstration so that you can experience the value of our software for yourself.
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