Financial Information and Content Management Services

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Account Origination

Replace paperwork with secure electronic data so employees can enter required financial information into simple on-screen forms without leaving the members sight. Signatures can be captured digitally, and important data can be scanned, stored and linked to each member’s account.

Audit & Compliance

Give internal managers and external auditors quick access to the records they need, reducing billable hours during audits. Stay ahead of new regulations as you revise your document management policies – knowing your system automatically records every time a document is accessed, viewed, edited or acted upon. Ensure that industry compliance standards are met and avoid costly penalties for non-compliance.

Fraud Investigation

Control revisions and instantly track changes applying consistent user rights and privileges. By automating the retention of essential documents, you have control over the workflow of your information and avoid loss or mishandled documents within your process.

Card Services

Track every member interaction and empower your team to instantly see all relevant documents to answer questions more quickly. Use these better business tools to create additional sales opportunities, retain member loyalty, and strengthen business relationships. Enable your manager to see real-time process statistics to identify bottlenecks and prevent problems.

Member Services

Automation and compliance tools help to ensure that programs are in compliance with rules and regulations for program enrollment and eligibility. Utilize digital record management tools to easily organize and access member information.

Operations

Improve processes for your Human Resources and Accounting teams by replacing paper with digital information. Automate workflows, manage recruitment/onboarding and integrate financial processes seamlessly for Accounts Payable, Accounts Receivable, Human Resources, and Contract Management.

Audit & Compliance

Give internal managers and external auditors quick access to the records they need, reducing billable hours during audits. Stay ahead of new regulations as you revise your content and document management policies – knowing your system automatically records every time a document is accessed, viewed, edited or acted upon. Ensure that industry compliance standards are met and avoid costly penalties for non-compliance.

Fraud Investigation

Card Services

Track every customer interaction and empower your team to instantly see all relevant documents to answer questions more quickly. Use these better business tools to create additional sales opportunities, retain customer loyalty, and strengthen business relationships. Enable your manager to see real-time process statistics to identify bottlenecks and prevent problems.

Loan Approvals

Convert all incoming applications to electronic forms and XML-based documents to speed loan approval with collaborative processes for authorization.

Compliance Monitoring

Improve both compliance with requirements from government rules and customer service with real-time access to loan status and payment data.

Customer Monitoring

Customer Configure customer dashboards to track status of the loan process and set benchmarks to measure progress and results.

Financial Information and Content Management Services

Financial Services Content Management

Credit Unions

Banks

Lending

Working With Us

Services & Solutions