Exception Management powered by Document Imaging
We connect exception tracking with document management, your core, and all your ancillary systems to automate workflow, work queues, and reporting.
ACCELERATE OPERATIONS with Enterprise Content Management
We solve four critical inefficiencies. Is it time to optimize your environment?
EXCEPTION MANAGEMENT
Exception tracking with a disconnected document imaging system is inefficient and leads to tracking inaccuracies.
DOCUMENT ARCHIVAL
You want your DMS to be a tool that supports workflow and collaboration, not a last-stop image archive.
COLLATERAL MANAGEMENT
You’re limited in your ability to data-mine, customize tracking, and clearly manage collateral portfolios.
CUSTOMER REQUESTS
You want file-sharing, eforms, and eSign collection that isn’t complicated for clients and automates requests and retrieval.
Clients Love Our BEST-of-BREED Tools
We accelerate operational efficiency for banks and credit unions. Which tool will be your favorite?
INTEGRATED TRACKING
Incoming documents automatically clear exceptions, update reports.
EXPOSURE ANALYSIS
Integrated exposure analysis for complete legal lending limit compliance.
INTERACTIVE WORK QUEUES
Drag and drop documents to clear exceptions in a user-specific work list.
FILE-SHARING
Request updated documents via mail or email as docs in file expire. Collect, review, and archive – automatically.
COLLATERAL MANAGEMENT
Integrated LTV calculations, geocoding, cross-pledged tracking, concentration management, and custom data collection.
REVIEW QUEUES
Route incoming documents to review queues for quality assurance and approval.
As a partner, you’ll gain access to updated, engaging, easy-to-use training materials.
VIDEO TRAINING
Ready to watch video training series for new installs and ongoing education.
TRAINING MATERIALS
Ready to use training worksheets and checklists.
See it in ACTION
Request your on-demand video demo, now.
Five Keys to ENTERPRISE CONTENT MANAGEMENT
Enterprise Content Management from PROFORMANCE can accelerate operations.
How does it work? We focus on five key components of workflow to simplify your operations.
AGGREGATE
Aggregate data from your core plus all ancillary systems (e.g. origination, student loan,
analysis, credit card systems) into one organized enterprise content management system.
INTEGRATE
Integrate exception management with document tracking, so when a document is uploaded
in one location it is archived, satisfies an exception, updates a work queue and is removed
from a report – all at once – for true business information management.
AUTOMATE
Utilize automated document review queues, account and loan tracking checklists,
management report distribution, and much more. Our electronic file management best
practices will streamline your business processes.
ANALYZE
Leverage completely customizable data collection for collateral records to mine data from
your enterprise content management software for thorough portfolio management. And,
use integrated debt exposure analysis for legal lending limit and in-house lending limit compliance.
COLLECT
Use your enterprise content management system to automatically request and collect recurring
documents from your customers via file-share, e-forms, and e-sign.
The PROOF is in the NUMBERS
7
Efficiency Ratio Points Lower in Y1
60%
Fewer Exceptions after Y1
$382
Institutions ($B) that Rely on Us
No New or Fewer FTEs
Bottlenecks, time drains, and inaccuracy are frustrating and directly impact the bottom line.
An enterprise document management system solves those issues.
SOLUTIONS by ROLE
Select your role to see the features most relevant to you.
It’s time for a team discussion.
ROLE-BASED SOLUTION PLANNER
Request your role-based solutions planner, today. This guide will help your team have a productive discussion as you start to plan for enterprise content management.
