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Commercial account analysis practices strengthen relationships with your most important commercial customers. CAA 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. 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

Module available

Office Integrator;

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

Other Applications

The following applications are designed to work hand-in-hand with CAA™ (Commercial Account Analysis):

"CAA™ (Commercial Account Analysis)" is part of the WFG Systems - Banking line of products, developed by The Weiland Financial Group.

Related Products

The following software product lines are also offered by The Weiland Financial Group: