With the New Year officially here, many community banks and credit unions are resuming the search for a more scalable document management process. If your…
A well-crafted bank document imaging policy is a key component of any successful document management strategy. Imaging procedures, which support the ongoing adherence to the…
Customers consider your frontline staff to be the face of your bank or credit union. And, as your institution's Deposit Operations Manager, it’s your job…
Not all document management systems are created equal - especially when it comes to ensuring compliance with your retention policy. In this post, we’ll explore…
Your financial institution places significant responsibility upon your shoulders. After all, as the bank’s Trust Officer, you’re tasked with maintaining a delicate balance between customer…