Exception Management powered by
We connect exception tracking with document management, your core, and all your ancillary systems to automate workﬂow, work queues, and reporting.
Document Management optimized for
Automation, Collaboration, & Workflow
A well-run document management system is the foundation for process automation and workflow. Our solutions set the stage to accelerate your business process efficiency.
Customizable & Robust — unmatched
We turn conventional collateral tracking on its head with our enhanced collateral management with unlimited data mining, customized tracking, or clearly managed collateral portfolios.
File Sharing + eForms + eSign driven by
Document & Exception Tracking
Our customer document and data collection application is built specifically for financial institutions, featuring automated requests, retrieval, review, and archival.
Is your CONTENT MANAGEMENT dragging you down?
We solve four critical inefficiencies.
Syncing exception tracking with a disconnected document imaging system is inefficient and leads to tracking inaccuracies.
You want your DMS to be a tool that supports workﬂow and collaboration, not a last-stop image archive.
You’re limited in your ability to data-mine, customize tracking, and clearly manage collateral portfolios.
You want ﬁle-sharing, eforms, and eSign collection that isn’t complicated for clients and automates requests and retrieval.