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“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…

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…

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…

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…

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…

“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.”…

"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…

“Mr. Jenkins, you seem like the natural fit for an SBA 7(a) loan.” Immediately after hearing these words, a glimmer of hope appeared on Mr…

As the bank or credit union’s trust officer, you’re ultimately responsible for ensuring a friction-free customer experience. Trouble is, managing the many moving parts of…