Tuesday 8 November 2016

Scan Paper Files in Minutes (with Bank Barcode Scanning)

Feeling stressed? Knowing that your institution has an ever-growing mountain of paper files just waiting to be scanned can certainly be overwhelming. But, with the…

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Thursday 31 July 2014

Loan File Maintenance: The Importance of Internal Controls

What reports do bank and credit union directors use most often to analyze the performance of the institution's loan portfolio? If you ask enough board…

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Thursday 3 July 2014

Loan Management System: Project Documentation

Selecting a bank document management software can feel overwhelming. However, it doesn’t have to be. The best method is to approach the task systematically and…

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Thursday 17 April 2014

Tips for Selecting a Bank Technology Vendor

Is your institution in the market for a new bank technology system? It may seem overwhelming, but when approached from an objective and systematic way…

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Friday 3 January 2014

Loan Document Scanning Considerations

Over the last decade, we have seen an increasing number of financial institutions make the change to electronic content management (document imaging). As…

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Thursday 26 September 2013

The Rule: As Few Exceptions as Possible

Managing risk is one of the primary goals in the banking industry. One way for a financial institution to do so is to reduce its

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