Wednesday 3 September 2025

[Playbook] Using Workflows to Drive Efficiency Throughout the Document Life Cycle

Here’s the situation: Your financial institution uses FASTdocs to store and manage a variety of documentation. Recently, you’ve been experimenting with the FASTdocs Workflow Library…

Read the Blog

Thursday 21 August 2025

Booked the Loan—Now What? Why AccuAccount and your LOS Work Better Together for Loan Management

Once the loan is booked into the core system, what happens next? That’s where many banks and credit unions encounter operational blind spots. Enter AccuAccount…

Read the Blog

Wednesday 20 August 2025

[Playbook] Managing Security, Privacy, and Compliance in Your ECM

Here’s the situation: Your financial institution implemented FASTdocs as its enterprise content management (ECM) system. So far, you’ve been impressed with the system’s document classification…

Read the Blog

Videos |
2:37
Alogent Lockbox: Streamline Payments and Enhance Cash Flow Management
Monday 11 August 2025

From Checks to Cybersecurity: Fraud Trends from the FRFS Risk Officer Survey Every Bank and Credit Union Should Know

The Annual Federal Reserve Financial Services (FRFS) Financial Institution Risk Officer Survey recently released its 2024 findings, offering a comprehensive look into the evolving fraud…

Read the Blog

Tuesday 5 August 2025

Ditch the Paper: Why Now Is the Time for Banks and Credit Unions to Embrace Electronic Cash Letters

In today’s financial environment, speed, efficiency, and cost-effectiveness are essential. Yet many banks and credit unions still rely on paper cash letters, a legacy process…

Read the Blog

Monday 4 August 2025

Lending Guide to Perfecting Loan Files

Perfecting a loan file is not a one-time event. It’s an ongoing endeavor that involves careful planning, reliable tracking, and scalable information management. And, as…

Read the Blog

Thursday 31 July 2025

Modernization Strategies for Banks and Credit Unions: Replacing Legacy Systems to Boost Value and Security

As technology continues to evolve, banks and credit unions are under increasing pressure to replace outdated systems. They must not only deliver greater value to…

Read the Blog

Tuesday 29 July 2025

[Playbook] Leveraging Workflows to Efficiently Route Vendor Invoices

Here’s the situation: Your financial institution does business with dozens of vendors ranging from audit firms and IT consultants to the pest control company. Maintaining…

Read the Blog

Tools & Checklists
Exception Tracking Cost Calculator