Thursday 9 February 2023

[Playbook] Saving Email Attachments in an Imaging System

Here’s the situation: Your financial institution is steadily working through its backlog, but new documents seem to arrive every day—especially through team members’…

Read the Blog

Monday 23 January 2023

A New Year's Resolution for your Financial Institution: Prioritize Wellness and Financial Literacy

As 2023 projects kick off, it’s time to prioritize wellness and financial literacy. Although these programs may be in the spotlight at the start of…

Read the Blog

Wednesday 18 January 2023

A Likely Partnership for Banks and Credit Unions: Enterprise Content and Information Management, and Data Governance

Changes to data privacy regulations are forcing financial institutions to assess their existing solutions and determine if new capabilities are needed. So where does an…

Read the Blog

Monday 9 January 2023

Synthetic Identities are Still a Threat – How Your Financial Institution Can Protect and Be Protected in Today’s Digital Banking Era

In today’s digital era with most consumers transacting from outside the branch, banks and credit unions must continuously revisit their security protocols, safeguard their institutional…

Read the Blog

Tuesday 3 January 2023

Banking Tips and Best Practices for Banks and Credit Unions: Our Top 10 Most Read Articles and Content of 2022

Join us as we reflect on 2022 and all that our industry achieved, shaped by continued market changes, ongoing shifts in user behavior, updated strategies…

Read the Blog

Wednesday 28 December 2022

2023 Trends for Community Banks and Credit Unions

As we head into a new year, changes to the market landscape and competition, industry regulation, and account holder behavior remain prevalent, forcing financial institutions…

Read the Blog

Tuesday 20 December 2022

Tangible Benefits of Digital Workflows: Start your Digital Transformation Journey Today

An investment in a digital repository and in electronic document workflows is crucial. It’s figured that without one, 15% of one’s workday is devoted to…

Read the Blog

Wednesday 7 December 2022

Part 2 of 2: Digital Banking Trends Across the Generations, Millennials and Gen Z

As we discussed in our previous blog, digital banking capabilities are regularly changing— adapting to the rise of different trends and the demands of account…

Read the Blog

Friday 2 December 2022

[Playbook] Working Through Your Backlog

Implementing a new document management system can seem like an impossible project—especially if you’re migrating a massive backlog of paper and electronic documents. Here’s the

Read the Blog