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Assessing Document Management Needs

Question: 
What criteria should be considered when assessing a bank’s document management needs?
Answer: 

Generally speaking, a bank should start by evaluating the actual document-related issues that it hopes to resolve. Examples may include: reducing risk, eliminating inefficient scanning processes, or decentralizing imaging. From there, the bank can then consider its ideal outcomes and the specific measurable economic benefit of each outcome.

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Vendor: 

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 06/06/2021

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