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 money! And even better, all COCC clients have this app installed at no charge.
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 enables you to provide better and faster customer service for your customers while lowering your overall servicing cost. This tool can be used to research any deposit transaction, not just overdrafts.
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.
This INSIGHT app enhances traditional search capabilities by offering 11 additional search criteria on a single screen, plus the use of multiple wild cards. Search options include:
From the results screen, the app offers direct access to relationship profile or any other screen within INSIGHT.
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 Share screen also includes information relating to retirement plans and master lines of credit.
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, this app will increase customer service levels and productivity for your staff.
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 by a given card for a particular day, helping the back office to identify the disputed transactions.
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 distributions of transactions in graphic charts. Print functionality is provided for a summary of account activities in a pre-formatted report. This application streamlines account activity review and reporting processes.
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 variety of pre-defined queries. There is no need to leave INSIGHT or to learn structured query language.
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 data, the report aggregates deposit accounts, enabling the user to quickly understand the depth and breadth of the entire relationship.