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Eight Document Management Best Practices for Banks and Credit Unions

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Eight Document Management Best Practices for Banks and Credit Unions

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  1. EIGHT DOCUMENT MANAGEMENT BEST PRACTICES FOR BANKS AND CREDIT UNIONS

  2. INTRODUCTION Documents are a critical, yet cumbersome, element in the day-to-day operations of banks and credit unions. From opening new accounts and accepting applications for new loans to maintaining existing accounts and servicing loans, ip.

  3. 1. Prioritize an Improvement Project of the Document Management System Poor document management drags down a bank or credit union’s ability to provide a quality experience to their client and to operate in the most efficient manner.

  4. 2. EXPAND THE PROJECT TEAM Scanning, imaging, viewing, and maintaining the documents provided by your clients touches every single department. Each of these groups has a different priority when working with the documents, and each has a different pain point with your existing structure. Chances are your document management project team isn’t representative of the many job functions that interact with this system.

  5. 3. Shadow the End Users How long has it been since you've worked with the document management system in the way the front line has or in the way a credit analyst or lender has? Chances are you'll answer never or it's been a long time. Don't underestimate the disconnect between those typically responsible for initiating and overseeing a document management installation or improvement project and the way they use the system that's different than the majority of users the system should support. .

  6. 4. Expand the Document Type List Chances are you’ve read some document management best practices lists that recommend prioritizing automation or workflow. We agree. Want to know how you get there? Expand your document type list. Sure, imaging all the documents for a new loan in one document type called loan package is quick and easy now. And, it probably satisfies your regulator.

  7. CONTACT US +1 (281) 292-9000 proformance.seo@gmail.com https://www.proformance.com 96 Beach Walk Blvd #104, Conroe, TX 77304, United States

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