ECM Platform Evaluation Checklist

Is Your ECM Solution Keeping Up?

As a financial institution, you’re managing more than just paper - check images, scanned IDs, loan documents, emails, and video files - to name a few. The volume and complexity are increasing rapidly, and so are the risks.

Is your current system equipped to handle today’s demands for security, efficiency, compliance, and technical agility? Download the checklist to evaluate your ECM solution. This resource helps you assess whether your system meets modern requirements and highlights areas where you can better protect your institution, your staff, and your account holders.

Use this checklist to:

• Evaluate your current ECM system’s ability to manage diverse content types
• Identify gaps in security, compliance, and operational efficiency
• Uncover opportunities to improve technical agility and scalability
• Strengthen your institution’s data protection strategy