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All WFG Software is available as Client/Server, ASP or Outsourced
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Account Analysis Modeling (AA Modeling) is the essential tool for Cash Management sales. This system
interfaces with any commercial account analysis and billing system. Dynamically show potential customers the value of
banking with your institution via the web. Pro forma statements provide unlimited modeling and competitor benchmarking,
using your bank's branding and service descriptions.
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Commercial Account Analysis (CAA) can help you become more competitive evaluating business accounts with comprehensive
billing, profitability, and analysis systems. Carefully track and present balances on deposit, interest credited for those balances,
and details regarding volume and price for each service, according to each bank. CAA analysis will be a profit center for your
bank and will keep customers happy.
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Designed for optimum flexibility utilizing the latest interactive technologies, CAAWeb is a browser-based solution
capable of providing account analysis billing statements via the internet, intranet, or extranet. Customers can contact their
account officer directly from their online account analysis statement. Account officers can review statements and research customer
performance from their desk or on the road.
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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 institution. BXB™ will handle foreign currencies and multiple taxes,
and will generate and archive Bank Services Billing (BSB) statements according to the TWIST global standard and 822 statements according
to the ANSI X12 standard.
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Federal Reserve Manager captures service-related information contained in the FRB billing summary, making it possible to
review and compare FRB accounts, fees, and products being utilized. FRM enables banks to track service and volume charges over
time, and it creates trend reports on Federal Reserve services on a “per office” basis.
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Outsource Express is designed for banks that choose to outsource certain 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.
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 Bank Relationship Manager Edge is a comprehensive
analysis system that allows corporate treasury departments to establish control of banking relationships. BRM Edge
allows treasurers to make decisions based on every balance, every rate, every price, and every service volume in every statement.
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Receive all the benefits of BRMEdge by outsourcing your account analysis requirements to us. Your monthly statements will be
balanced and verified with discrepancies noted by your dedicated WFG account analysis professional.
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 BA eliminates the repetition
associated with managing multiple bank relationships and complicated authorities by systematically relating bank accounts,
account contacts, account signatories, signatory limits, and authorities with each parent company or subsidiary.
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