Software Solution for Account Analysis Pro Forma Preparation

[FiveStar Bank]

Good afternoon,

Our Operations & Treasury Sales teams are wondering if any banks know of a good software solution for preparing account analysis / bank service charge pro forma/comparisons. We are looking for something with a more professional appearance than a basic in-house Excel document we currently use, which simply has the user input the monthly volume & charge for each of the analysis statement/transaction lines/types & auto-sums with a comparison of the total at the bottom.

Please contact Jessie Keleske on our team for further question clarification if needed. jkeleske@fivestarbank.com

Thank you,
Five Star Bank

[Isha Hanif-Kinecta FCU]

Good Afternoon Jesse Keleske,

A suggestion would be is to check out DNA platform from Fiserv.
http://www.fiserv.com. Check out website. On 1st page it shows DNA Platform:
scroll down until you reach this section. It will show a variety platforms such as
Financial Accounting, Commercial Account Analysis, Risk Mgmt., etc…
Maybe helpful.

Isha Hanif
Kinecta FCU

[Author]

Posts