A Great Solution for Financial Institutions

A Great Solution for Financial Institutions
Taking care of your financial situations can become a bit hectic. You need to seek professional help
if you are stuck in such a situation. Experienced people provide efficient operations for banks and
credit unions. Their focus is to develop a good partnership with financial institutions as that would
simplify complex processes. This blog will give all the details about their services.
What are the modules used by them?
Commonly used modules used by them are:
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Outlook integration
Document retention management.
Production capture and archival
Document management and imaging
Version management (EDM services)
Sharebase (a cloud-based collaboration and document sharing)
COLD (archival and search engine for host-based report data)
Document Import Processor (DIP)
Workflow (rules-based engine for routing)
Hot Sync
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It is Onbase Integrations that ensure customer information and other important data like
index values, keywords, are maintained between onbase and your host system.
It facilitates automated indexing of documents.
The keywords are synchronized with the onbase system.
On a nightly basis, it downloads keyword index data from the host.
With the onbase system, it synchronizes keywords.
It also eliminates the need to re-key index information.
PF Batch Export
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It exports document groups, types, and keywords and saved export settings.
It prepares paper files for examiners.
It converts files into a new imaging system.
For branch purchase evaluations it prepares paper files.
Info-Index
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For acute archiving users create barcode-index cover sheets.
The program takes index and keyword data from the onbase system. Thus, it eliminates the
re-keying of data.
Relevant Features
The features provided by the experts are
 Loan operations and underwriting Lenders and loan assistants
 Chief credit officer and credit department
 Chief lending officer
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Deposit operations
Vendor management
Tellers, CSRs, and universal bankers
Remarkable Functions
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Clients are satisfied with their work. They are hardworking and provide solutions to their
problems. These are a few of their functionsIt has an integrated tracking system. Thus, all the incoming documents automatically clear
exceptions and updates reports.
For complete legal lending limit, compliance integrated exposure analysis is done.
File sharing is easy. You can request updated documents via email. Collect it, review and
archive it automatically.
For quality assurance and approval route, incoming documents are reviewed.
Custom data collection, concentration management, geocoding, cross-pledged tracking.
In a user-specific work list drag and drop documents.
Conclusion
Experts with their professional knowledge will guide you. They will ease the workflow solutions
for financial institutions.