What if you could convert your existing loan application process into a totally paperless system? What if you could automate the approval process through email routing and workflows? If you've ever asked yourself these questions, you need to watch this webinar recording. We've introduced our AccuApproval system, which accommodates all of these needs. No more bulky paper application file folders, no more manual errors, no more frustrated customers.
AccuSystems has gained much recognition for its innovative software solutions offered to community banks. Prestigious banking awards have been given just this past year to AccuSystems, specifically for its innovative approach to document management. Read our newsletter from Q1 2013.
The 2013 Financial Updating Webinar covered all of the information for building new Tax Return and Financial documents into AccuAccount for the new year. This is high level demostration of the building the new document tabs and tying them to the document struction, building the exception to track for the document when it is missing and/or expired, and creating a Notice Letter to be generated to the customers that need to update these documents.
Selecting a new software application can be challenging in today's difficult banking environmemt. To assist you, AccuSystems recently partnered with Gonzo Banker to offer a free educational webinar. During the webinar, we covered the best practices for selecting and implementing new software applications in banking. Watch the full length 60 minute video now.
Many banks use an ROI analysis to focus strictly on financial benefits (such as cost reductions or revenue increases), but there are also non-financial benefits when investing in an imaging and document management product (improved accessibility, end user satisfaction, enhancements to workflows, streamlined exception tracking). This whitepaper takes an in-depth look at all the factors that impact return on investment.
The selection and implementation of an imaging and document management solution can seem overwhelming. Your institution will have many concerns and questions as you work through selection process, but ultimately must ensure that the needs and requirements of your institution will be met in the product selected. This whitepaper covers six steps that are important in helping you choose and successfully implement the imaging and document management product that will be the best fit for your institution.
Banks that have successfully implemented document imaging applications, developed comprehensive polices and diligently follow consistent procedures reap the benefits of efficiencies in loan portfolio management (even more efficiencies if the bank does enterprise-wide imaging), increased productivity, diminished loan policy and document exceptions and streamlined audit and examination processes. This whitepaper addresses both definitions and further illustrate the savings to a bank in bottom line, staff resources and compliance.
Compliance standards imposed by federal agencies are making banks think twice about their document tracking processes. To address such issues, many financial institutions are implementing document management systems. This article takes a look at some of the considerations that banks should understand when evaluating such platforms. We have combined some helpful tips for banks in this situation.
In this segment of the webinar, we cover tips 1 through 3. Learn about the differences between repository imaging and imaging with exception management. Also, find out more about how synchronization can help automate formerly manual processes. Finally, watch how barcode scanning can streamline document indexing.
Segment two of the webinar covers the final tips we suggest relating to document imaging. Here we cover automated exception activation and associated benefits over manual tickler tracking systems. Finally, we go over reporting options from document management systems.
This article provides six helpful tips that your bank may consider when evaluating a banking software system. There are many different things your bank should evaluate when looking at document management platforms. Review this article for some interesting pointers on how to find the right software vendor for your financial institution.
More and more banks are going green with paperless bank statements and customer letters. But equal consideration should be given to departmental documents. Examples include commercial loan files, meeting minutes, and human resource documents. In this article, we also discuss the difference between document imaging and document management.
Managing a bank's commercial loan files requires a robust, yet user friendly system. Unfortunately, many banks are still using hard copy files for document tracking. Going to a digitized system can improve productivity and internal processes.
Banking software systems can be challenging for banks to compare and contrast. This article provides some simple suggestions for helping your financial institution make such comparisons.