Credit Unions, Consumer and Retail Banks need to manage a number of customer account related documents that are delivered from a number of different sources. Institutions are under pressure to capture and presents documents electronically to keep pace with customer demands.

Electronic Document Management

Creating and managing a secure document repository for all customer related documents can not only provide significant value to the employees servicing the accounts, but it also helps to maintain compliance.

Teller Solutions

Electronic documents still play a big role for the teller in each branch. Customer ID’s and signature cards needs to be verified, electronic forms completed, and transaction receipts captured electronically. Automating these functions can increase the efficiency of the tellers as they serve customer.

Service Provider Integration

Institutions use a number of outsource provides to manage statement processing, loan origination document portals, and electronic signature vendors to name a few. All these documents need to be captured and imported into a secure repository to maintain compliance.

Document Reconciliation

Compliance requirements are becoming more and more focus on the document “chain of custody” to reconcile that all documents were in fact captured and classified.

Portford - Financial Services - Bigger
  • CAPTURE

    Capture documents from a number of different sources.

  • DISCOVERY

    Use business rules to classify documents and extract data.

  • DISTRIBUTION

    Delivery documents via workflow and system integration.

  • MANAGEMENT

    Secure repository for managing documents.

  • RETENTION

    Manage the document retention and disposition process.