Credit Union Document Management

Document Management can help your Credit Union improve Member Service. We can help make it happen.

Credit UnionsThe cost of labor is the biggest single operating expense for most Credit Unions, and in today's market, Members expect service faster than ever before. Our Document Management Solutions can help to improve Member Service by enabling instant access to documents and information directly from your core system and reduce the need for additional staff to serve increasing membership levels.

We have over fifteen years of experience in working with some of the nation's leading Credit Unions to provide Document Management and Workflow Solutions, and we have integrated with many of the leading Core Processors including:

  • Harland Financial (Phoenix and UltraData)
  • FiServ
  • Symitar
  • Summit
  • XP
  • Open Solutions
  • and More
go paperless

This experience, combined with a proven track record of integration success, allows us to help Credit Unions to Reduce Costs, Improve Efficiency, and achieve Regulatory Compliance. In fact, two of the top ten Credit Unions (by assets) in the US are current Konica Minolta clients. In addition to helping mitigate labor costs and improve member service, our Document Management Solutions can help offset costs across the organization - printing, storage, and retrieval costs are all lowered as a result of improved back-office operations.

From a member service perspective, instant access to documents allows tellers to immediately search and retrieve member documents directly from the platform. From the back office, Workflow and Access can deliver value for Loan Servicing, Investment Services, Branch Operations, Back Office Operations, Research, Legal, and Accounting.

Today, Credit Union's Responsibilities include compliance with an increasing number of mandated regulations and audit requirements. With Document Management, this compliance is easier to achieve than ever before. Nearly every transaction, including the supporting signatures, eforms, and paper forms can all be immediately stored to a record with audit trails and security policies.