Category Archives: Enterprise Content Management

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...

Apr 23, 2022

Eight Document Management Best Practices for...

IN THIS ARTICLE: We review eight document management best practices that will accelerate operations for your financial institution. Documents are a critical, yet cumbersome, element in the day-to-day operations of banks and credit unions. From opening new accounts and accepting applications for new loans to maintaining exis...

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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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