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Leverage the banking ecosystem for increased digital banking engagement. If you’re unsure about enabling access to third-party tools, it’s important to remember that these capabilities…

When it comes to deposits automation and payment solutions, financial institutions are at are varying stages of their modernization journey. In today’s banking environment, we’ve…

Here’s the Situation: You’ve been tasked with digitizing a huge backlog of paper documents as part of your bank’s transition to a document management…

User behavior has changed, making intuitive digital banking platforms a top priority. With 72% of all banking interactions now digital, banks and credit unions must…

Lisa sure is in a difficult situation. What will she tell the customer? Even more concerning, what actually happened to the file? Is it lost…

Here’s the Situation: Your bank just made the decision to implement a new document management system. Now, it’s your job to systematically work through…

As your bank or credit union looks to new digital banking platforms, consider these points for a sustainable, scalable roadmap that meets today’s challenges and…

In an evolving market, banks and credit unions are facing efficiency challenges both internally and externally. Surmounting digital content, legacy solutions, and a lack of…

Bank document management is so much more than file storage and retention. To maximize efficiency across multiple branches and departments, you need a system that…