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Allowing Customers to Securely Upload Documents

Is it possible to bypass the US Mail by allowing customers to securely upload their documents?

Yes, there are several technology providers that offer bank document portal solutions, which allow customers to easily (and securely) upload and submit their documents. Document portals enhance the customer experience, and, when paired with an integrated document management system, streamline the bank's back office document tracking workflow.

Learn more about enabling customer document uploads.


AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 05/24/2020

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