Unlock Greater Banking Efficiency with Alogent’s ECM Suite: AccuAccount + FASTdocs
Did you know: Alogent’s ECM software suite includes two powerful tools: AccuAccount and FASTdocs. Both systems were built for the specific needs of financial institutions, and each possesses capabilities that solve unique challenges. Implementing the two platforms alongside one another can deliver even more value for your bank or credit union. Let’s explore the benefits of harnessing Alogent’s ECM suite.
ECM Terminology & Tools
The term “enterprise content management” (or “ECM” for short) encompasses the technologies, tools, and strategies involved with collecting, managing, storing, preserving, and delivering content—usually documents—to the right people at the right time. In the banking world, the terms “document imaging” and “document management” are sometimes used interchangeably with ECM. However, as discussed in our banking definition, ECM’s scope is usually broader and extends into the management of:
- Emails and other communication
- Sensitive account holder data
- Routing workflows
- Digital signatures
- Retention policies
- Audit logs
- Notices
Given the massive amount of information coming into, circulating within, and leaving your financial institution, finding one platform to manage everything is difficult (if not impossible). Commercial lenders in particular need specialized content management tools to do their jobs well. On the other hand, implementing too many systems—from too many vendors—can lead to tech sprawl and questionable ROI.
At Alogent, our ECM software fills two important gaps that many financial institutions are trying to fill:
Commercial Lending ECM: Our AccuAccount platform is optimized for the unique needs of commercial lending departments. Built to “look like” a traditional paper loan file, AccuAccount provides an intuitive, user-friendly interface for digitizing, storing, organizing, and purging commercial records. Exception tracking, loan routing and approval, and audit and exam prep features simplify content management for business lenders, freeing up more time for customer or member engagement.
Bonus: Trust and deposit teams can also use AccuAccount to manage complex, document-intensive use cases.
Institution-Wide ECM: Our enterprise-wide solution, FASTdocs, delivers advanced content management capabilities, including OCR (optical character recognition), prebuilt workflows, automated document retention, and AI-enabled classification. The flexibility of FASTdocs makes it a great fit for a variety of banking teams like accounting, finance, purchasing, consumer lending, and even tellers. And, with FASTdocs WebShare, financial institutions can enable two-way document exchanges with account holders via digital banking integrations.
Unlock Efficiency with Alogent’s ECM Suite
Alogent’s ECM tools can be used independently, but we believe that taking an “all of the above” approach could unlock even greater efficiency for financial institutions—especially for those with growing commercial loan portfolios.
Potential Benefits of Implementing FASTdocs and AccuAccount:
- Expanded ECM capabilities to meet your institution’s diverse information management needs.
- Elevated user adoption by empowering staff with purpose-built tools for their unique responsibilities.
- Enhanced flexibility to support future tech stack changes, such as core provider migrations.
- Excellent assistance from Alogent’s software development and support teams.
Learn more about AccuAccount Learn more about FASTdocs
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