The Weiland Financial Group, Inc. - Account Analysis Systems

Distinguish your financial institution from competitors by using improved analysis practices to strengthen your 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 client/server 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:

CAAWeb™ provides online analysis statements to customers for immediate review, payment or inquiries. Avoid time and cost issues involved with statement printing, handling and postage. Reduce customer inquiries with CAAWeb™

For more information on CAAWeb™ 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.

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 on Statement Modeling™ 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.