Author Archives: Stephanie Smith

Jun 8, 2022

Four Critical Inefficiencies Solved with Enterprise...

IN THIS ARTICLE | Learn how to solve four critical inefficiencies at your bank or credit union by installing and maintaining an Enterprise Content Management System. Why is Enterprise Content Management Important for your Financial Institution? Enterprise Content Management is the foundation of operational effectiveness at you...

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Topics

Document Management

  • Integrated Exception Tracking
  • Automated Customer Notices
  • Document Review Queues
  • Easy User Uploads

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Collateral Management

  • Granular, structured collateral tracking
  • Monitoring
  • Custom Data Collection
  • Reporting
  • and so much more

Customer Requests

  • Document collection driven by exception tracking
  • DMS integration
  • File-sharing, eForms, and eSign
  • DocuSign Integration

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Exception + Document

  • Upload a document
  • Clear an exception.
  • Update work queues and management
    reports - simultaneously.
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