A loan and deposit management system for banks and credit unions that streamlines and integrates with everything - document management, core data, exception tracking, collateral management, events, notes, custom-branded automated or ad-hoc customer notices, document sharing, and so much more.
With tight integration to your core data,
IA's native document management system or your existing DMS, and IA's specific tools,
you'll have the power of efficiency and productivity with exceptional risk management and oversight capabilities.
Entity & Contact Management
- Add sub-contacts to a customer record to simplify large or complex business relationships.
- Assign customer notices to any contact based on the subject matter.
- Record role and authority by contact for improved operations management.