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Selecting an Enterprise Content Management Solution

What steps should a bank follow when selecting an enterprise content management solution (ECM)?

Each bank is different, but generally these five steps should be followed when selecting an ECM:
1. Understand your primary needs
2. Define your goals
3. Find the best vendor for your bank
4. Manage constraints
5. Implement your go-live strategy.

Get more bank software selection tips.


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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