Posts in category: Operations

AccuAccount makes it easy to get your documents into the right place. From upload to drag and drop to barcodes, we’ve built AccuAccount to support the ...

Here’s the situation: Your financial institution is steadily working through its backlog, but new documents seem to arrive every day—especially throug ...

Implementing a new document management system can seem like an impossible project—especially if you’re migrating a massive backlog of paper and electr ...

Here’s the Situation: Your bank would like to switch to a new document imaging vendor, but manually migrating years’ worth of loan files, customer tax ...

Here’s the Situation: You’ve been asked to lead the migration from your bank’s current document management system to AccuAccount. Your bank has a larg ...

Here’s the Situation: Your bank has made the decision to switch to a different document management system (we’ll assume it’s AccuAccount!). Many of yo ...

Here’s the Situation: You’re working on digitizing your paper backlog, but taking a customer-by-customer approach to scanning doesn’t make sense in ev ...

Here’s the Situation: You’ve been tasked with digitizing a huge backlog of paper documents as part of your bank’s transition to a document management ...

Here’s the Situation: Your bank just made the decision to implement a new document management system. Now, it’s your job to systematically work throug ...