Step Up to Advanced Enterprise Content Management—Document Imaging is Only the Beginning
Credit union employees handle paper and electronic records every day and in every member interaction. So the way you manage all this content directly affects every employee and process you use—either draining your resources or freeing them for higher-level strategic goals. Each dollar spent on responding to members is worth many dollars spent on routine tasks. Streamline operations and differentiate you rcredit union by delivering faster member services with a truly comprehensive enterprise content management (ECM) solution.
Manage content the credit union way—putting members at the center of every key workflow. FASTdocs is a member-centric solution for managing all types of data: statements, loan documents, signature cards, email, even audio clips and photos. Create content by scanning or importing information at its point of origin, and it becomes immediately available anywhere in the enterprise, with flexible permissions. Provides a separate structure for operational documents such as human resources forms, employee files, accounting records, and board packets. Intuitive interface is easy to use and readily adopted.
Making full and efficient use of electronic documents means automating business processes across the organization, eliminating paper and manual steps. Workflow automates the acquisition, indexing, routing, approving and archiving of documents, and so much more. When information is locked up on paper, it can’t easily be shared or accessed. Multiple delays get baked into the fabric of the organization, keeping employees and members waiting—something fewer every day are willing to do. Workflow users eliminate paper shuffling and quickly boost ROI.
Automating data importing, indexing and storage makes critical information immediately accessible, and eliminates error-prone and costly manual interventions. Alogent offers two large-scale document and electronic content import modules. Batch Scan handles large quantities of paper—ideal for credit unions with large paper backlogs—and supports separate scanner and processor functions for tailoring specialized workflows. File Import Studio is an automated import solution that processes all manner of electronic content in real time, offering unprecedented early availability to statements, financial reports, executed loan documents, and other long-form documents.
Electronic access to their financial documents online and via email is one of the self-service options consumers want most. WebShare gives credit unions the means to deliver ultra-convenient access on demand, by connecting existing online banking portals to FASTdocs data. The add-on eDelivery module also replaces separate applications for issuing email notifications and e-statements, and lets credit unions direct their valuable employee resources toward member service.
E-signatures are convenient for members and enhance loan close rates, but only if documents are available at every location without intervening paper steps. In partnership with industry leader DocuSign, our solution marries electronic signature with the lightning efficiency of FASTdocs. Credit unions and their members can sign documents anywhere on any device, without losing the benefits of hands-off document import and indexing. A key part of paperless operation and a key to member convenience.
Improve teller operations, member response times, and business intelligence—harnessing the valuable data from every teller transaction. Receipt Manager® lets tellers capture signatures and identification, and then either print or email customized member receipts. All information becomes retrievable by any authorized employee at any branch. Transaction Manager adds enhanced research and reporting functions for quickly identifying strategic opportunities and powerfully supporting business decisions.