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5 Reasons Why Credit Unions Should Create Paperless Processes
With today’s advances in technology, we no longer have to rely on paper. The moment we let go of an old process we can then appreciate the surprising benefits of accessing content faster, drastically reduce costs and proactively manage regulations and audits. When you gain invaluable visibility into your documents and processes, your speed and accuracy help you provide
superior member service.
Reason 1: Audits…
When it comes to compliance, things suddenly
become easier. You can now shorten your time
to prepare for one.
Gain faster access to information.
Guarantees consistent and timely
management and disposition of documents
with retention policies.
Employees don’t waste time searching for
tracking and managing paper.
Elevate your employees to focus on projects
and roles that bring value to your credit
union and make a difference for your
members.
Respond to auditor’s requests and legal
questions within minutes.
Ensure consistent record keeping with best
practices on making appropriate information
available to the right people.
Prevents costly legal battles.
Reason 2: Services
Give Amazing Membership Services
Get fast access to your documents with a
click of a button
Answer questions faster
Provide proof source
Resolve disputes and discrepancies faster
with quick access to documents
Less hold times
No having to call back or waiting 3 days to
reply back.
Respond to member inquiries quickly
without having to battle file cabinets in
massive vaults and dusty file rooms or
overstuffed file cabinets.
Reason 3: Contracts
Contracts Management Solutions
Whether you are dealing with vendor contracts, employee agreements, NDAs, etc. you
can gain better control by using technology to proactively manage your contract lifecycle.
Automate predictable steps from requests to approval to expiration and renewal.
Reduce risk by setting up reminders for expiring contracts with advance notice.
Reason 4:
Integrate with Innovation
• Extend from traditional systems to other
systems you are developing to make yourself
special to your members. (i.e. On-line
services)
Stay agile and enhance your core systems
with the ability to pull real time information
directly from your systems
Front line staff can then serve members faster
by giving them access to everything they need
to serve members faster, i.e. Statements,
checks, death certificates, all with a click of a
button in a secure environment.
Tie systems together to share information
Speed internal processes with automatic
workflow timers and notifications
Securely retain information if you change
cores
DNA, Portico and XP2, SymitarCleartouch, Advantage, CUBE and CharlotteCUProdigySystronics
Corelation'sKeystoneEPL
Step out of the box that binds you, so you can be you!
Reason 5: Affordable
In today’s market there are alternative
options from what’s been traditionally
offered and often times unaffordable.
Simplified licensing structures make these
systems easier to purchase.
Allows for small and medium size credit
unions to get the same advantages as larger
ones.
We can help.
• Advanced Capture Software Solutions
• Document Management Software Solutions
• Business Process Automation & Workflow Software Solutions
• On-site / Off-site Scanning & Shredding Services
Talk to us about your Paper Free Journey… “Don’t Stop Believin”..
Contact Us
Macelle SkivingtonSolutions Sales Director
[email protected](626) 660-5740
Contact us to set up a discovery call.