Simplifying Work & Reducing Stress for Tellers with FASTdocs

Being a teller isn’t an easy job. Over the course of an 8-hour shift, one teller could encounter dozens of customers or members—each expecting friendly service and minimal wait time. Balancing the need for personalization and speed is challenging, especially while remaining mindful of the institution’s fraud mitigation and loss prevention protocols.

FASTdocs, Alogent’s ECM platform for enterprise-wide information management, can be highly valuable for streamlining front-line operations. Let’s explore why teller teams should leverage FASTdocs.

FASTdocs for Tellers

Centralizing account holder and departmental documentation in FASTdocs reduces information silos and increases accessibility for staff. Achieving a “single source of truth” unlocks advanced capabilities that directly and indirectly benefit tellers.

Accessing Verification Documents from the Teller Screen:

With the FASTdocs API, financial institutions can integrate to a variety of third-party applications, including popular cores and teller systems. FASTdocs QwikViews display a carousel of customer or member-specific documents in the teller’s screen, saving time and enabling stronger verification practices.

Expediting Account-Related Research:

Answering account holders’ questions sometimes involves deeper evaluation of prior statements, check images, and documentation. Our “app launch” feature accelerates this process by quickly surfacing relevant information in FASTdocs.

Reducing the Queue via Self-Service:

Connecting FASTdocs to digital banking with WebShare makes it possible for customers or members to view, download, print, and even upload documents from their own devices. Expanded self-service leads to fewer branch visits, which should translate into shorter teller lines.

Optimizing for Future Efficiency: At Alogent, we’re committed to providing powerful document and information management technology for financial institutions. We’re continually enhancing our platform, which aligns with our customers’ need for innovation. So, when your tellers share their ideas for optimizing SAR processing, we’ll be ready!

Equip Tellers for Success with FASTdocs

Empowering tellers with timely, reliable information puts them in a better position to succeed. Reduced reliance on hard-copy files and siloed repositories frees up staff to deliver outstanding service without losing sight of compliance. Allowing digital banking users to bypass the teller line compounds efficiency for tellers and the institution as a whole.

Contact Alogent to discuss your information management needs or to request a demo.

Case Study: Enhancing Account Holder Verification at the Teller Line

Read: Enabling Faster, More Confident Decisions at the Teller Line

Be the first to know! Click below to follow us on LinkedIn for news and content updates!