Thursday 7 December 2023

Document Retention and Your Financial Institution: What’s the Best Strategy for Managing Paper Documents After Imaging?

Implementing the right document imaging system can help you achieve an efficient workflow that aligns with your financial institution’s document retention policy, as well as…

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Monday 4 December 2023

Differentiate Your Financial Institution with a Single Digital Banking Platform: Why Uniformity is Key

It's expected these days that your institution will offer a digital banking platform, but the user journey delivered is what truly separates your bank or…

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Tuesday 28 November 2023

Level Up Your Information Management Strategy: From Employee-Only to Enhanced Self-Service

The same level of transaction flexibility that digital and remote banking solutions offer can also be extended to your enterprise content and information management solution…

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Monday 13 November 2023

[Playbook] Automating the Assignment of To-Dos with Task Groups

A task group is a predefined list of tasks that can be applied to multiple situations. Banks and credit unions can use task groups to…

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Tuesday 7 November 2023

Cut Costs Through Modernization: Fix these Gaps in your 2024 Deposits Strategy

With current market conditions, combined with aging technology that drive up processing costs, determining a strategy that keeps overhead down and efficiencies up is critical…

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Wednesday 25 October 2023

10 Questions VP Loan Managers Ask about AccuAccount

Does your financial institution need a better way to manage its commercial loan documents and related exceptions? Perhaps you’ve looked at our AccuAccount product, but…

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Tuesday 17 October 2023

Cloud Native vs. Cloud Ready Solutions and Why It Matters for Banks and Credit Unions

These days, it’s cloud computing or bust – but is cloud ready or cloud native better for your bank or credit union? To stay competitive…

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Tuesday 3 October 2023

The Last Mile of Check Processing: A Hidden Financial and Operational Impact

In the age of technology, financial institutions are often looking for ways to automate processes and make them more cost-efficient. However, when it comes to…

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Wednesday 27 September 2023

How to Enable Better Experiences for Multiple Stakeholders with Streamlined Document Management

Document management is often considered a “back-office” function that minimally impacts a financial institution’s key business objectives. In reality, streamlined document management can play a…

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