Category Archives: Process Improvement

Sep 1, 2021

Enterprise Content Management: Four Fundamental Process...

Enterprise Content Management is the foundation of operational effectiveness at your bank or credit union. What is Enterprise Content Management? How do ECM solutions benefit your financial institution? Is your bank or credit union's enterprise content management system designed to accelerate your operations across fo...

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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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