Apps Technology

Mail Restriction Maintenance

Our most popular INSIGHT app enables users to save time handling changes related to returned mail and/or general address changes. A single screen offers the option to perform mass maintenance on all accounts owned by a person or business without going account by account—saving your bank time and…

Overdraft Research Tool

Most instituions report that the majority of their service calls revolve around overdrafts and the available balance of an account at the time of transaction. This INSIGHT app has helped over 80 COCC clients streamline this research, saving anywhere from 5 minutes to 25 minutes per call. This app…

All Accounts History Inquiry

Our third place app provides a convenient, time-saving method for viewing transaction activity all at once for all accounts for which your customer is the tax owner. The inquiry screen and viewing options are similar to the standard INSIGHT Account Transaction History Inquiry.

Enhanced Search

This INSIGHT app enhances traditional search capabilities by offering 11 additional search criteria on a single screen plus the use of multiple wild cards…

Wallet Share

This INSIGHT app provides a graphical representation of your customer’s financial relationship with you. Current account balance distribution can clearly be seen via pie charts, while historical average balance distribution (between loan and deposit accounts) is shown in a bar chart. The Wallet…

Web Links Dashboard

This app provides a centralized location to house and group commonly used web links within INSIGHT. All information on the page (links and categories) may be customized by your bank to meet specific needs. By providing convenient access to important day-to-day functions on one page within INSIGHT,…

ATM Debit Card Dispute Tracking

This INSIGHT app enables your bank to capture the details of a disputed ATM or debit card transaction. For example, an account is debited but cash is not disbursed or an account is debited twice, etc. The app also provides a list of all the successful/failed transactions performed through the ATM…

Deposit Account Activity Profile

This INSIGHT app presents the transactional activities of deposit accounts in both tables and graphs for ease of understanding. This enables staff to quickly review the number and dollar amounts of a variety of transactions for any given time period. You can also view the source breakdown or timely…

Excel Data Extractor

This app transforms an Excel spreadsheet into a dynamic report containing real-time information from INSIGHT. It can be used to query INSIGHT for account balances, loan amounts and tax owner information, among other things. Excel Data Extractor empowers the end user to customize the output using a…

Criticized Asset Report

This loan application improves loan department efficiency and accuracy by reducing manual labor of commercial loan officers, loan review and credit departments. It automates the tedious task of assembling the data needed in order to create criticized asset reports. In addition to loan performance…