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White paper: Benefits of a Person-Centric ECM

By adopting a person-centric approach, FASTdocs organizes data around individuals or entities, enabling employees to view comprehensive records with all related accounts, collateral, and documents. This enhances workflow efficiency, providing financial institutions with a holistic view of relationships, improving service, and offering customers a more personalized experience with faster response times and fewer requests for additional information.

 

person centric ECM

 

 

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Financial Institution Benefits

  • Comprehensive views of each banking relationship
  • Enhanced content management workflows
  • Streamlined access to information for improving service

 

 

 

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Customer/Member Benefits

  • Fewer requests for account, customer, or member numbers
  • Reduced wait times for service
  • Personalized experiences