Originally appeared in May 2010 issue of Independent Banker

By Hal Tilbury

Community banks have invested significant time, resources and money to achieve the goal of a paperless environment, sometimes only to recoup a minimal return on their technology investment. As a result, many have given up on enterprise content management (ECM) and dismissed these solutions as costly but necessary. After working with community financial institutions for more than a decade, Bluepoint Solutions has developed 10 industry best practices that have proven to greatly reduce costs, improve employee productivity and enhance customer service.

1. Use customer-centric filing.
2. Make it intuitive and easy to use.
3. Keep electronic content electronic.
4. Capture content at the point of presentment.
5. Eliminate manual indexing.
6. Have content immediately available.
7. Have a universal content repository.
8. Aim for life-cycle management.
9. Allow for disaster recovery.
10. Record customer interactions.

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