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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…

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…

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…

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…

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…

Your financial institution is growing—more branches, more team members, more loan and account holders, and more follow-up. To keep pace with this complexity, you need…

Documentation and follow-up tasks for financial institutions to manage is commonplace—especially for banks and credit unions involved in commercial lending. Proactively tracking missing and expired…

Proactively dealing with missing and expiring documents is a key component of an effective exception management strategy. However, that’s easier said than done when your…

In today's rapidly evolving digital banking market, digital transformation and the adoption of cutting-edge, scalable solutions has become a necessity for banks and credit unions…