Monday 14 January 2019

Document Management Software for Banks and Credit Unions: 5 Key Features in 2019

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…

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Thursday 3 January 2019

How to Securely Store (& Share) Bank Imaging Policies & Procedures

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…

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Monday 10 December 2018

Bank Document Imaging Policy

“Do you have a sample bank document imaging policy that we can use?” We hear this question quite often here at Alogent. And, perhaps for…

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Friday 30 November 2018

The User-First Approach to Banking: Why ‘User Experience’ is More than Just a Buzzword

We’ve all seen the photo of a paved walking path and a worn patch of grass nearby where pedestrians have created their own trail because…

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Monday 26 November 2018

Leveraging Technology to Streamline Frontline Operations

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…

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Monday 15 October 2018

Retention: Not All Document Management Systems are Created Equal

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…

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Monday 15 October 2018

Trust Officers: Meet Your New Best Friend

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…

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Friday 28 September 2018

Automating Compliance for Your Bank Retention Schedule

“Steve, it’s that time of the month again. We need you to go down into storage, find the records set for destruction, and shred them.”…

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Friday 21 September 2018

“Perfecting” Your UCC Tracking Process

"Good ol’ Ronnie” is one of your favorite customers to work with. A fifth generation farmer, Ronnie is among the bank’s most loyal customers. In…

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