Apr 23, 2022
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...
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. ...
Aug 6, 2021
Is your document imaging system an accelerant or a drag on your bank or credit union's productivity? Discover 7 benefits of document imaging with PROFORMANCE. Integration: Pass Document from Other Applications to Document Imaging Reliably Allow Any Employee to Upload Documents Make it Easy to Add Documents to the Do...
