FASTdocs Best Practices: Your Playbook for Smarter, Simpler Content Management

Institutions thrive on strong account holder relationships—and FASTdocs helps you deliver the fast, secure, and personalized experiences they expect. As part of Alogent’s ECM Suite, FASTdocs centralizes documents and information across your institution, streamlines workflows, and removes manual friction so your teams can focus on what matters most: serving account holders efficiently and confidently.

This eBook brings together proven best practices designed to help banks and credit unions streamline document processes and improve information management.

• Reduce manual work with automated, AI‑ and OCR‑driven document classification
• Accelerate approvals and processes with event‑based workflows
• Give account holders convenient, secure document exchange through WebShare
• Strengthen compliance with robust permissions, retention controls, and audit trails
• Seamlessly integrate with your core, digital banking, and eSign platforms