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WFG Systems - Banking

A multi‑module management system designed by The Weiland Financial Group for finance & insurance companies.
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MineReader: Identifies and pre-qualifies treasury product sales leads to generate non-interest income.822 Express: EDI delivery of any analysis statement and the ability to meet customers needs.

Commercial Account Analysis (CAA): Complete account analysis statement generation, reporting, billing, and profitability.

CAAWeb: Browser-based delivery of analysis statements via the Internet.

Outsource Express: Translation of services and fees for pass-through billing from service provider banks to correspondent banks customers.

Federal Reserve Manager: Automated analysis of Federal Reserve Bank statements.

Functionality Modules

822 Express™ Commercially focused financial institutions need to offer electronic account analysis to their valued business customers. 822 Express™ produces fully prepared ANSI…

BXB™ (Bank Xtensible Billing) BXB™ produces the TWIST BSB (Bank Services Billing) and ANSI X12 822 files for electronic transmission of bank billing, regardless of the location or the originating…

CAA™ (Commercial Account Analysis) Commercial account analysis practices strengthen relationships with your most important commercial customers. CAA is a full function billing system - a profit center…

FRM™ (Federal Reserve Manager) Are you authorizing invoices from the Federal Reserve for unreviewed charges? Federal Reserve Manager™ monitors and verifies these charges that your institution incurs.…

Outsource Express™ Automate the transposition of treasury service identification codes onto your financial institution’s analysis statement for customers with Outsource Express™.…

Statement Modeling™ Empower your bank or credit union Calling Officers with competitive tools to create “modeling scenarios” for existing or prospective customers. Use the…

CAAWeb™ This web-based system provides the financial institution’s analysis statements to customers for immediate review, payment or inquiries. Bank officers, and operations…

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