The Weiland Financial Group, Inc. - Account Analysis Systems

Distinguish your financial institution from competitors by using improved analysis practices to strengthen relationships with your most important commercial customers. Commercial Account Analysis is a full function billing system - a profit center for your institution. The features will enable you to consider approaches you've never been able to use before. CAA™ integrates seamlessly with all core deposit providers, click here to see which systems CAA™ is currently receiving files from.

Commercial Account Analysis is used by the most prestigious financial institutions in the world ranging in asset size from 100 million to over 77 billion. CAA is available on premise or ASP.

A Few Features of Commercial Account Analysis (CAA™):

The Billing Statement:

Visual Appearance (fonts, graphics, borders, greenbar effect)
Unlimited Design Possibilities (The MS Word Document Template)

Blueprint of Services:

Unlimited Number of Service Codes / Billing Points
Services Organized Into Product Families (Product Family Codes)
Legends and Sub-Totals By Family
Service Costs (and Profitability Reporting)
Types of Service Calculations (Volume Discount Pricing, Threshold Pricing, Flat Fees, etc.)

Account Features:

Effective Dated Exception Pricing
Exception Rates and Factors with Expire Dates
Date Controlled Contract Pricing

Reporting:

Numerous Standard Reports (User Defined Filtering, Sorting, and Totaling)
Waiver Reporting by User
Profitability Reporting
Management Reporting: Trends to Help Predict the Future (and Understand the Past)
Wizard Driven Ad Hoc Reports / Graphs via MS Excel

Service Status:

Analyzed / Fee Based / Waived / Directly by DDA
Zero Price Waiving vs. Waiving by Status Code

Office Integrator:

System Implementation...Free of Interface Programs
Automation of Analysis (Chargeable Events)

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

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Expand the functionality of Commercial Account Analysis with the following modules:

Share account-level information and customer performance with officers and managers over the Internet. Dynamically alter pricing exceptions, waivers, and trends to positively affect your bottom line. Modules include:

Statement Modeling

Account Reports

Statement Viewing

For more information on View 360 click here.

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

For more information on AA Modeling™ 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.

Statement Modeling, a component of Commercial Account Analysis™, is a “What if” scenario tool which allows your bank to create and work with simulated accounts, rather than live production accounts. It is especially helpful for officers to use in customer solicitation and for testing production settings.

For more information about Statement Modeling™ click here.