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

mskivington@alldocinc.com(626) 660-5740

Contact us to set up a discovery call.