Level Up Your Information Management Strategy: From Employee-Only to Enhanced Self-Service

In today’s digital-first banking world, depositing a check, monitoring account balances, and managing finances are all possible from the comfort of your home, but what happens when an account record is missing a piece of collateral, or an identity document is nearing expiration? 

The same level of transaction flexibility that digital and remote banking solutions offer can also be extended to your enterprise content and information management solution (ECM / EIM) - where customers and members can securely exchange information and documents outside of branch hours and from their personal devices.

As the cornerstone of your institution’s data management and document retention capabilities, ECM / EIM solutions are no longer employee-only platforms. With the ability to seamlessly interface with online and mobile banking solutions, account holders gain unconstrained 24x7 access to bank when and where convenient. 

Extending your information management strategy doesn’t have to be complicated. In fact, taking advantage of self-service tools serves as a springboard to future-proofing your banking services.

Extending the Boundaries of ECM / EIM Solutions with Self-Service

What does self-service within the content and information management realm look like?

Improved Bi-Directional File and Information Exchange

From directly within your ECM / EIM platform and digital banking channel, employees can make requests for information and account holders and staff can share documents through a secure bi-directional exchange, such as tax documents, account collateral, and e-statements – instead of requiring the account holder to visit the branch or receive a hardcopy by mail. 

Single Location for All Transaction Information 

By extending ECM / EIM self-service through your online or mobile banking platform, account holders can leverage existing single sign-on (SSO) functionality to access their accounts from mobile devices or personal computers. From here, documents and messages can be shared with employees, providing a single point of access to their banking and transaction information.

Better Communication and Account Holder Services

Automated notifications through digital banking platforms can be leveraged to alert account holders of messages and the availability of account-specific information. By keeping account holders up-to-date and enabling a two-way exchange, call center volumes and the reliance on support staff at financial institutions can be reduced, resulting in greater user satisfaction and a better delivery of account holder services. In turn, banks and credit unions can better optimize internal efficiencies and provide greater autonomy for customers and members, as well as employees.

Leveling Up Your ECM/EIM with WebShare

FASTdocs, Alogent’s web-based enterprise content and information management platform, was built for the unique needs of banks and credit unions. With built-in self-service capabilities like WebShare, set your financial institution apart by delivering around the clock convenience, saving time and money on printing and postage, and preserving employee resources. WebShare’s secure two-way channel also ensures a consistent and secure user experience that leverages your institution’s branding outside of the branch, improving account holder satisfaction, and increasing institutional loyalty.

Strengthen your EIM strategy in 2024 with FASTdocs and meet market demands for 24x7 access to banking services. 

Contact Alogent’s process automation team to learn more

Learn more in a case study

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