PowerPoint Presentation

BankFinancial Corporate ObjectiveReview current policies & proceduresStreamline processing

Why are we printing documents and imaging them later in back office?Signature CardsATM/Debit Card ApplicationsATM/Visa Dispute FormsChange of OwnershipW9sTeller Balance Sheets

Why are we making copies of customer documents just to image them later in back office?Business Account DocumentsDeath CertificatesLegal NoticesLetters of OfficeIDs

Lets Change the ProcessFill-n-Kill Move back office functions back to the source Branches complete requestsBranches audit themselves

Workflow New Account PacketOnline brochures always currentOnline rate sheet

Preprinted account disclosurePreprinted check 21 disclosurePreprinted privacy notice

Workflow New Account Process Scan drivers license Scan any documentation provided by customer Run eFunds Highlight required fields Setup for electronic channels Documents tied to product types all eCaptured Sign electronically with a Topaz signature pad Link to Anticipated Activity Transaction Print temporary checks Order checks through DeluxePro Combine Statements

The SolutionNew Account WorkflowView document on the screenDocument is stored in IMSImage is immediately availableNo more back office scanning function

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