CREDIT UNIONS

Streamline customer service operations while raising the bottom line.

Eliminate loan processing bottlenecks

Streamline multi-department administrative services.

capture client data

CAPTURE NEW CLIENT DATA

in electronic forms that can be digitally routed through origination, closing and funding.

use document versioning

USE DOCUMENT VERSIONING

to ensure that loan officers, branch managers and underwriters are working with the most accurate loan documents.

reduce manual data entry

REDUCE MANUAL DATA ENTRY

by automatically pulling information from existing databases, records and forms.

Simplify audits and control compliance costs

Track all transactions and communication to comply with SEC and FINRA policies.

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Centralize

customer records and make information available to all authorized branch employees on demand.

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Retrieve

documents instantly based on loan number, CIF number, SSN, EID or document type.

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Eliminate

time wasted tracking down physical documents.
improve back-office

Create more responsive client service

Provide rapid response to new accounts requests and client inquiries.

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ENABLE ACCESS

access to documents to allow customer service reps to efficiently answer customer questions.

CREATIVE WORKFLOWS

that automate suitability approval and exception handling.

CREATIVE ONLINE PORTALS

where customers can securely access and submit forms and review agreements and supporting documents.

Reduce the cost and complexity of compliance

Cost-effectively manage records to comply with FDIC, OTS and FRB retention requirements.

Provide auditors with instant digital access to records.

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Automate document retention to eliminate lost documents and associated fines.

Reduce the cost of storing and transferring paper records.

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Constantly monitor document access and retrieval to maintain the highest standards of security.

Want to learn more?

Download our free guide on credit union document processing.

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"Automating the new deposit account opening process with Laserfiche resulted in the following benefits for First Foundation Bank:

 

  • New accounts can be opened much faster than before since documents don’t have to be mailed back and forth between the branches and main office. What used to take a couple days or weeks, now takes a few hours
  • Documents are never lost or misfiled since everything is automatically stored in the appropriate place and accessible only by authorized users.
  • It is very easy to see a particular deposit account’s progress simply by looking at the document’s Deposit History field."

 

FIRST FOUNDATION BANK

See Laserfiche in action,

schedule a demo today!

Whether your organization is looking to go paperless, manage digital content or automate business processes, we can provide you with the right enterprise content management system to meet your needs and exceed your expectations. Schedule a demo today with one of our helpful ECM consultants, and optimize your business operations with the ultimate ECM and business process management system.

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