 |
|
|
|
|
|
Episys Efficiencies -- Enhanced services from SynergentSolutions to make credit unions more efficient -- saving your staff time and adding dollars to the credit union's bottom line! We develop ideas and listen to recommendations from our credit users to make doing business easier and faster.
360 View
- See the overall relationship between member and credit union
- Maintain account information between work areas
- View relationship level, account type and date opened
SSN Profile
- Shows member's holdings at the credit union
- Can be flagged
- Shows primary shares, loans
- Credit and debit cards
- Other share relationships
Date Utilities and Share/Loan Summaries
- Calculates when certificate is due
- Calculates date in the future
- Calculates day of the week
- Calculates days between dates
OFAC Check on ACH Items
- All ACH items checked SDN list and PLC list issued by OFAC
- Report generated listing match quality of "excellent" based on both SDN and PLC information
Tax Information Screen Enhancement
Enhanced screen that corresponds with information printed on member's 1098 tax form, including the addition of three columns for loans:
- Late Charge Last Year
- Points Last Year
- Total Interest and Late Charges Last Year
ATM Dialog
- File contains records of all ATM activity formatted for each network
- Generates reports used for ATM balancing, for researching member ATM problems, and for researching ATM errors
Application Expiration
You can decide:
- Expiration date
- Number of days after which application is created to expire application
- Type to bypass: one or more application types that should not be subject to automatic setting of application expiration date
Holiday Club Transfer Notices
- Transfer notices printed by Synergent
|
|
|
|
|
 |
|
Bring new efficiencies to member service
"With our conversion to the Symitar Episys platform we have experienced wonderful efficiencies, particularly with the General Ledger package, which is fully integrated and has saved AllCom Credit Union staff time, cutting posting time in half. Further, the Episys teller platform is fully automated, from OFAC scanning to currency transaction reports. Our staff also appreciates the customized workflow for opening new accounts which provides step by step processes for all new account applications."
Debbie C. Guiney
President/CEO
AllCom CU
|
|
|
|
