Nov 24, 2020
Document, Exception, and Collateral Management Tools for Credit Officers Managing the loan origination, credit analysis, loan servicing, and portfolio management activities of your bank or credit union is an ongoing effort for Chief Credit Officers that is made more complicated by the patchwork of systems in use. A solution tha...
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...
Aug 25, 2020
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. Limited Document & Tracking Access With their unique geographic footprint based on an online banking focus, this institution may not be your typical community bank, but they ...
