Hello and thank you all for joining us today. My name is Kara Talcott. I am the marketing communications coordinator here at Alligent. In today's session, we'll be going over Alligent's new document portal and how you can securely streamline document collection from both account holders and third parties. Joining us today is Alex Gillette, a senior product manager for Allogene's EIM solutions, and Jen Mitchell, our director of product management for AccuAccount. If any questions come up during the webinar, please feel free to type them into the chat box. We'll have a designated q and a segment at the end to answer any of those. And with that, I'm gonna hand things off to Jen. Good morning, everybody. So just a little agenda on what we're gonna look at today. We're gonna look at the Allogene, who we are. We're gonna then look at Allogene's document portal, the feature highlight, and then the Allogene's document portal workflow, and then we will have a q and a at the end. Alright. So let's start with who is Allegiant. Let me just take a moment to share who we are here at Allegiant. At the highest level, we're focused on helping banks and credit unions modernize the entire transaction and information life That means giving them the technology they need to simplify operations, work more efficiently, and ultimately deliver a smoother experience to their account holders. We do that for a self I apologize. We do that for a set of end to end solutions that cover three big operational areas. Within a financial institution, we have payments, enterprise content management, and loan management. A few things set us apart. First, everything we build is designed specifically for financial institutions. Banks and credit unions are our entire focus here at Allegiant. Second, our architecture is modern and scalable so institutions can grow without outgrowing the technology. We also have a strong team, more than two hundred people dedicated to supporting our customers and driving innovation. And we've built a network of twenty five plus strategic partners that help us stay aligned with the broader industry environment. So in short, Allogene is all about giving financial institutions the tools and support they need to operate efficiently today while preparing for what's ahead. So let me walk you through what our solution set looks like at a high level. Starting on the payment side, we have UniFi. Think of UniFi as the engine that powers capture across every channel, teller and branch, ATM, ITMs, mobile, merchant, you name it. That's what Unify is used for. It also handles all the day two and back office processing, plus image exchange, archiving, and even fraud mitigation. So it really gives institutions one consistent platform for managing all of their capture needs. Then on the enterprise content management side, we offer two different solutions depending on what the financial institutions need. The first is FastDocs. This is all about reducing manual work and helping teams get control of their documents. It handles imaging and import, uses AI to classify documents automatically, supports digital workflows, and makes it easy to securely exchange documents with customers and members through our web share. And then there's AccuAccount, which is focused on the commercial lending space. It helps institutions manage loan files more efficiently, track exceptions, automate notice letters, and stay prepared for audits without scrambling at that last minute. So together, these solutions cover payments, documents, workflows, and lending operations, all in a way that helps institutions run more smoothly and deliver better experience. So why Allogene? Here's why financial institutions choose Allogene. First, we make integration seamless. With more than a hundred and twenty five existing integrations, we reduce operation operational friction and make it easy to fit into your current ecosystem. Second, we bring real industry expertise, nearly six decades of combined experience delivering solution purpose built for financial institutions. Security is also core to our value. We provide enterprise grade reliability and governance designed from the ground up for regulated environment. We also deliver actionable insights through analytics and reporting that help personalize experiences and drive smarter decisions. And finally, we're relentlessly focused on innovation, continuously evolving our solutions to meet today's needs and anticipate tomorrow's demands. Together, these strengths make Alligent a trusted, future ready partner for financial institution. So what are what are we trying to solve with our document portal? Let's start with the core problem. Today, not all customers use secured digital banking or platforms that support two way messaging or document collection. That means your teams end up spending a lot of time chasing down documents, answering repetitive questions, and manually tracking status update. Document exchange with your financial institution's prospects and existing account holders simply isn't secure or efficient today. We're relying on email, in person drop offs, or out of pocket methods, and that leads to delays, errors, and poor experience for both the financial institution and your customers. This slide really highlights the friction that happens when processes aren't centralized or secure, and that's the gap that Allogene's document portal is designed to close. Is document portal right for you? Before we talk about the solution, it's important to understand whether document portal fits your financial institution's need. Think about how you currently collect documents from prospective members, customers, or borrowers. Are you still using email or third party tools like Dropbox? If so, how do you ensure security and compliance through that? Consider the time your team spends chasing customers for missing documents, and what challenges do you face when trying to speed up loan approvals or onboarding? What about those financials you need to collect on a quarterly or annual basis? How do you track and manage document requests across across multiple channels? If any of these questions hit close to home, Allogene's document portal is likely a really good fit for you. So what is document portal? At its core, it's a secure digital document exchange platform that serves both prospects and existing account holders. It replaces that manual and email based process with a modern secure workflow. It supports two way messaging, approvals, and real time document tracking. The result is faster loan production, stronger compliance, and an improved experience for both your team at the bank as well of your as your customers and prospects. So document portal directly addresses the challenges we outlined here. From a security compliance standpoint, it ensures documents are exchanged safely and consistently. Operationally, it reduces manual work and eliminates the need for your team to chase down missing items, which I think every financial institution needs. It also accelerates loan processing by giving both the loan teams and customers a clear, real time view of what's needed. And finally, it elevates the user experience with a clean, intuitive interface that makes document submission simple. So where is document portal used? Document portal can be deployed in two way, integrated with our ECM suite or standalone. When integrated with Allogene's ECM suite, Allogene's document portal becomes part of a unified content ecosystem, centralizing document intake and applying consistent governance across every workflow. Today, it connects seamlessly with fast docs to streamline capture and routing, and soon it will integrate with AcumCones as well for the reducing operational friction and creating a fully connected document experience across the institution. The standalone option can operate independently as a secure document exchange tool, or it can be seamlessly integrated into the institution's ECM platform through APIs. This gives financial institutions the flexibility to request, receive, and manage documents securely, whether they're using it on its own or as an extension of their existing content management system. Before we look at document portal, let's wrap up with the key features that make Allogene's document portal stand out. It provides a secure document intake and two way messaging paired with a modern intuitive user experience. The embedded self-service capabilities empower customers to upload documents and track progress without the financial institution's intervention. It includes retention and compliance controls, permission based access, and real time visibility, all of which contribute to faster service and greater operational efficiencies. In short, it's it answers the tough questions around the security, speed, and user experience. Now at this time, I'm gonna pass it over to Alex to showcase Allergen's document portal. Thank you, Jen. I appreciate that. So my name is Alex Gillette. I am a senior product manager for EIM here at Allergen. And I'm just gonna take you through a basic workflow of what the document portal will look like to you. So firstly, let me describe the workflow. So I will act as an FI user and my FI has a brand new car loan that we are advertising to get new users or to get new members and customers. And what's gonna happen here is Jason is going to be a person who is going to want to get in on that deal, but we need some information from Jason. So we're gonna show you how easy it is just to securely get documents from Jason and exchange messages as well. So the first thing that we're going to do is initiate a document request for Jason. So I'm gonna go ahead and click on the document request. Then you'll see here this information, a lot of this will be already filled out. Then all I need to enter is the document name and what this document is for. It's for a car loan. If there is a due date, I could enter the due date in here and there's a notification email as well, all really easy to fill out. And additionally, we can actually add a note. So when Jason gets this request, he will see this note. So I entered some information here for the document request. It just says please upload a copy of your twenty twenty five federal tax return. And the checkbox there on the lower right hand side is check that says, hey, is this note viewable to the recipient? It may or may not be, in this case it is so that is checked and we're gonna go ahead and send this information to Jason. Now, when Jason gets this here, he's gonna get this email that says, Hey, you need to upload a tax return and please click on this website. And once he does this, he's gonna actually create an account, a secure account. And so he's gonna go ahead and click on that information. And so he's gonna enter his information here, choose a password and then he's just going to click register. And so when he clicks register, we're gonna say, hey, this account was created successfully. An email was sent to confirm your email address. And once he confirms the email address, will get the email right here and all he has to do is click on this website right here, the website link I should say. And so once you click on that website link, then he is confirmed and he sees his portal. So he sees all the information he needs to do to upload documents in to the document portal. So right now it says there is a tax return and there's like a little yellow square that says, hey, this is a waiting upload. It tells you what it's for, the due date, requested by, the date it was requested and if there's a note, he can click on that little icon and see what the note is. And then to the right hand side, you'll see that there is an upload button. Now once he clicks that upload button, he will be able to either navigate to the file in question or just drag and drop that file straight in to the website for upload. So we make it really, really easy for you. And so we'll go ahead and go to the next slide here just to show you a little bit more. Now once he does this, the FI user here will see that, hey, Jason has a document ready for review. So this document came in and we see all the email, what the document is, what it's for and the status. And then the FI user can just click on this menu item and just see all the different information that he could do. We're going assume that he wants to review and approve this document hopefully. So he opens this document and he can still view the notes, he can download this document in the original format. And then there are buttons here to either approve or reject the document. So let's just say that he approved the document. So if he approved the document, that's great. There is a little button here or a little dialog box to enter information. Like if you wanna enter a note for any reason, you can do that and click approve document. Additionally, if for any reason this document was rejected, you're still gonna get the same pop up message and you can actually type in a message that say why this document was rejected, maybe it wasn't the right year or maybe something else was wrong with the document, it was blurry or something like that. And you'll be able to send the same note to Jason. But for our purposes, this document is approved so we're gonna click on approve document and then Jason is going to get a notification that just says, hey, Allogene has approved the return the tax return you uploaded and no further action is required at this time. And if there was a note accompanying this document, you would see it just below there. And that is basically the workflow that we're working with. So it's really easy to request a document from somebody and all of this is absolutely positively secure as well as the messaging exchange as well. And let's go head to the I think that's it for the Yep, that's actually it for our workflow. The workflow is really, really basic. It's really, really easy to use, but it's very secure and we're really proud to bring this to you. And so if there are any questions, go ahead and enter that in the chat and we will go ahead and get those answered for you. Thanks, Alex. Taking a look at the chat, it seems like we have a few popping up so far. First one I see is can this be used standalone? Yes, it absolutely can be used standalone if you want to, and that is the workflow that I kind of showed you in the standalone mode as well. So yeah, absolutely, it's not a problem. Thank you. Next one I see, is our customer notified if a document is approved or rejected? Oh, yes. So we just showed that the document if the document is if is approved or rejected, excuse me, you will get a notification either way. You may get an extra note with it as well, but even if you don't, you will get a notification whether is it approved or whether it's rejected. Perfect. Is there a virus check done on the documents? Yes. There there is a virus check done on the documents so that you're guaranteed when the documents are put into your system, there is no virus. This virus scan is done for you. Thank you, Jen. Last one that I see is, can I set up a reoccurring notification to can customer if they have not sent the documents yet? Not at this time, but we will be looking to add a phase two down the road, and so that would be an option that we might be able to put into the system at that time. Well, thank you both. That seems to be all the questions that I see right now. You, everybody, for joining us today. If any additional questions have popped up, please reach out to marketingalligent dot com or visit our website. Be sure to check out our events page for all future webinars if you enjoyed this one. We appreciate your time with us this afternoon and hope you have a great day. Thank you.
