Automated Document Classification: Let Your EIM Solution Work for You
Cameron Marks
, Director, Product Management
‘Automation’ made our list as a top 4 takeaway from 2020 for banks and credit unions. Automation drives efficiency, which translates into faster access to information…
2020 Takeaways for Better Banking Relationships and Services
Wendi A. Klein
, Vice President, Marketing & Communications
Last year's unprecedented times helped shape today's banking market. We've highlighted 4 key banking trends for financial institutions if they want to maintain, and grow…
A Walk Through the FI: Unique Workflows Don’t Have to be Complicated
Ken Angerman
, Senior Product Owner - ECM
Workflows are unique to each process and institution, but the automation potential can be felt throughout the organization, regardless of the department. With new “Event…
Money is a renewable resource, but time isn’t. Ask a small-to-medium sized business (SMB) owner, and they’re likely short of both. Banks and credit unions…
Fair and equitable lending practices play an important role in our society, and the market is bursting with regulated risk areas. Intuitive product designs and…
AWARE: Centralized Data Analytics for Actionable Insights
Jason Schwabline
, Chief Strategy Officer
Data is said to be an organization's greatest asset and when readily available and shareable across the FI, planning improves from ideation to execution. Turn…
Part 2: Traditional Banks vs. Fintechs: Jobs to be Done
Debbie Eshbaugh
, Product Manager
As I alluded to in my last blog, small business advertisements across banks and credit unions showcase a universal theme centered around dollar amounts…
Part 1: Small Business Banking: What Fintechs Got Right and Community Institutions Need to Learn
Debbie Eshbaugh
, Product Manager
The push-pull between fintech and traditional financial institutions continues even within the small business market, with some contending the fintechs are doing it right. So…
