The Weiland Financial Group, Inc. - Account Analysis Systems

Empower your calling officers with the one web-based tool they need to show potential customers the value of banking with your institution. Account Analysis Modeling™ provides pro forma statement models on the fly for prospective clients.

AA Modeling™ provides each salesperson and calling officer a tool that can present the bank standard, custom pricing, or the pricing assigned to a particular region or market segment. AA Modeling™ stores all bank pricing as a blueprint of services in a centralized database. Your bank can keep the service pricing up to date, or periodically refresh the bank pricing blueprint. AA Modeling is available client/server or ASP.

A Few Features of Account Analysis Modeling (AA Modeling™):

Works with any commercial account analysis & billing system
Uses your banks rates, services, and pricing for statement model building
Uses your bank’s statement and service descriptions for all values
Interfaces with any commercial account analysis & billing system, or core system
Creates account analysis statements customized and branded for your bank, using your bank’s wording, service descriptions, benchmarks, graphics and fonts
Enter (and warehouse) your competition’s rates and service pricing for comparison purposes
Effective Dated Exception Pricing
Statement can be printed, or a PDF or MS Excel™ file of Statement Models can be created and e-mailed
System allows unlimited modeling of family relationships
Portable web based tool
Available on-premise or ASP

Schedule an online demo to explore how Account Analysis Modeling™ can bring value to your organization.

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Distinguish your financial institution from the competition by using the analysis practices of CAA™ and the CAA™ Suite of products:

CAA™ is a full function billing system - a profit center for your institution. CAA™ integrates seamlessly with all core deposit providers.

For more information on CAA™ click here.

Determine how pricing / processing changes affect your institution and customers. This secure, online solution helps you know your customer! The annual re-pricing task is simplified with this multiple scenario-based capability. Your institution will have the ability to change pricing and forecast the effects. After approval, implement the best options, based upon bank / product / customer impact reports.

For more information about Bank Re-Pricing click here.

BXB™ produces BSB and ANSI X12 822 files for electronic transmission of bank billing, regardless of the location or the originating institution. BXB™ handles foreign taxes and currencies and will generate and archive BSB statements according to the TWIST global standard.

For more information on BXB™ click here.

Define what approvals specific exceptions require. Rank approvers so that specific changes can require a different number of approvals from different levels of staff. Eliminate phone calls, emails, faxes, and paper approvals for sign-offs at your bank.

For more information about Exception Handler click here.

Outsource Express™ is designed for banks that choose to outsource commercial account services to another bank, such as lockbox and controlled disbursements. It converts these outsourced services directly to the bank's own privately labeled services.

For more information on Outsource Express™ click here.

Office Integrator™ is specifically designed for banks that use Commercial Account Analysis™ and enter billing information for commercial customers using text editors, spreadsheets, or databases. With Office Integrator™, banks can automatically translate this data into CAA™ service identification numbers, description, and pricing.

For more information on Office Integrator™ click here.