Financial institutions are managing more information than ever. Loan files, account documents, disclosures, statements, tax records, and more. But storing it is only part of the challenge. Knowing how long to keep it, when to archive it, and when to securely dispose of it has become increasingly complex. Regulations continue to evolve, retention requirements vary by document type, and legacy storage methods often leave institutions relying on disconnected systems and manual processes. The result? Increased compliance risk, rising storage costs, lost visibility, and growing administrative burden. That's where FastDocs comes in. As part of Allogene's enterprise content management suite, FastDocs helps banks and credit unions manage their compliance schedules with automated document retention and disposal, bringing structure, consistency, and visibility to the entire information lifecycle. Retention schedules can be configured to align with your institution's internal policies and broader industry requirements. Whether documents need to be kept for one year, seven years, or longer, FastDocs automatically applies the right rules at the document template level as files enter the system, eliminating manual tracking. Because every document has its own life cycle, FastDocs also supports retention triggers tied to real business events. If litigation, investigations, or disputes arise, you can immediately place a hold on related documents, temporarily overriding life cycle and purge rules to ensure critical information remains preserved. Fast Docs also helps institutions stay ahead of expiration deadlines through built in alerts and automated workflows. If a document, like an ID or supporting collateral, is nearing expiration, employees and account holders can be notified automatically, so updated information can be submitted and re indexed securely. Behind the scenes, AI powered indexing and classification capabilities organize documents the moment they're captured. Whether information arrives as paper, image, audio, or video, FastDocs consistently applies retention rules, routes it automatically, and makes it easy to find when you need it. And, when records reach the end of their life cycle, FastDocs ensures secure, compliant disposal with configurable purge capabilities and automated audit reporting, creating a clear, auditable record of what was removed and when without manual tracking. As information volumes grow, compliance management can't rely on spreadsheets, paper files, or aging systems. Fast Docs helps financial institutions modernize information governance with automated retention, secure disposal, and document lifecycle management built for today's operational demands. Know exactly what information you have, where it lives, and how it's managed at every stage with FastDocs.
