Nov 4, 2021
Is your bank or credit union struggling to manage exceptions for new and existing loan and deposit accounts? Are you evaluating exception management software to improve operations? Ever-growing compliance and regulatory requirements make the business of maintaining client deposit and loan accounts increasingly complex. You mu...
Oct 20, 2021
Follow along as we outline the problems and solutions of one of our clients in this case study synopsis. Then, download the case study to learn more. Documenting Indexing to power Process Automation At Interra, the document and indexing structure was creating organizational difficulties, a common problem as institutions grow. ...
Sep 16, 2020
Is your document management system setting you up for success in building a workflow for your lending and deposit teams? We hear this over and over again from banks and credit unions: We want a system where everything works together. We hear you, and we're here to tell you that the sophistication of your document management s...
