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Document Imaging for Credit Unions


 

 

 

 

 

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Document Imaging for Credit Unions


 

 

 

 

 

Going Paperless Releases Resources To Fuel Member Service

Bluepoint Solutions FASTdocs suite is rooted in credit union and content management best practices, and removes the busywork from serving members. FASTdocs is the only product on the market that delivers the precise functionality credit union employees need to perform their jobs better and faster. Browser-based for ease of maintenance and use, the suite includes modules for automated imports of electronic, paper, and transaction documents from the teller line. All content is available for real-time retrieval by employees enterprise-wide and directly to members, with easily configured permissions.

Credit union employees handle paper and electronic records every day and in every member interaction. So the way you manage all this content directly affects every employee and process you use—either draining your resources or freeing them for higher-level strategic goals. Each dollar spent on responding to members is worth many dollars spent on routine tasks. Streamline operations and differentiate your credit union by delivering faster member services with a truly comprehensive enterprise content management (ECM) solution.

And with the addition of Workflow, credit unions can leverage even more value from their content by fully automating myriad business processes across the organization, from new hire onboarding to vehicle repossessions to corporate credit cards.

Read on to learn about the five components of the FASTdocs suite:

 
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FASTdocs 5


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FASTdocs 5


Manage Your Content the Credit Union Way

A credit union’s success and its reputation revolve around its member relationships, so it pays to put members at the center of all your workflows. FASTdocs 5 is a member-centric solution to managing all your data—statements, loan documents, signature cards, email, even audio clips and photos. Credit unions create content by scanning or importing electronic information at its natural points of origin. The intuitive FASTdocs interface is easy for employees to use and readily adopted. All information in the system becomes immediately available anywhere in your enterprise, within appropriate permissions settings. Nimble and adaptable, Fastdocs 5 also provides a separate structure for operational documents such as human resources forms, employee files, accounting records, and board packets. Implement a solution built for the way credit unions do business, and watch member relations soar. 

  • Works alongside any core system
  • Uses a member-centric interface for all member information, eliminating data silos
  • Deploys in an easy to use, easy to manage, browser-based interface
  • Offers enterprise and modular options to accommodate any size institution
  • Provides customizable permissions settings to control access to sensitive information

Related Industry Research

White Paper: Creating Value for Your Members

> Read More

Case Study: Cabrillo CU’s Document Imaging Effort Reduces Paper, Eliminates Courier Service, Increases Member Service 

> Read More

Report: The Elusive Balance Between Member Services and Internal Dynamics

> Read More

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Workflow for Credit Unions


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Workflow for Credit Unions


Automate Business Processes

Making full and efficient use of electronic documents means automating business processes across the organization, eliminating paper and manual steps. At its most basic level, Workflow automates the acquisition, indexing, routing, approving and archiving of documents. But it can do so much more. When information is locked up on paper, it can’t easily be shared or accessed. Multiple delays get baked into the fabric of the organization, keeping employees and members waiting—something fewer every day are willing to do. By adding Workflow, FASTdocs users eliminate paper shuffling and quickly boost ROI.

  • Gives credit unions a Visual Designer to quickly model entire processes with all their moving parts—documents, tasks, and users.
  • Models become action steps, with built-in notifications and real-time management oversight tools.
  • Virtual checklists of documents ensure that every step is complete and accurate, and the completed checklists contain audit trails to ensure consistency and compliance with regulations and governance policies.

Learn more about our full suite of FASTdocs content management solutions here.

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FASTdocs Import for Credit Unions


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FASTdocs Import for Credit Unions


Automate Data Import, Indexing, and Storage with File Import Studio And Batch Scan

Document and content management best practices call for the ability to immediately import and access critical data. Bluepoint Solutions offers two large-scale document and content import modules. File Import Studio is an automated import solution that processes all manner of electronic content in real time, offering unprecedented early availability to statements, financial reports, executed loan documents, and other long-form documents. Batch Scan is designed to handle large quantities of paper documents—ideal for credit unions with a large paper backlog. It can also support separate scanner and processor functions for tailoring specialized workflows. Both solutions help you avoid error-prone, time-consuming manual interventions in your workflows. Make the promise of paperless operations a reality for your credit union.

  • Creates new member files in FASTdocs dynamically, reducing manual data entry
  • Automates indexing, ensuring accuracy while reducing labor and reviews
  • Uses Document Templates, ensuring optimal quality and settings per content type
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WebShare for Credit Unions


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WebShare for Credit Unions


Deliver Content to Members, Online and by Email

Electronic access to their financial documents is one of the self-service options consumers want most. WebShare gives credit unions the means to deliver on-demand access that is ultra-convenient and easy to deploy. WebShare connects your existing online banking portal to your internal FASTdocs storage system, giving members access when and where they want it. It also replaces separate applications for issuing email notifications and e-statements, and it lets credit unions direct their valuable employee resources toward members who need personal service. Complete your content management strategy and improve member communications and access in a single step.

  • Integrates FASTdocs member-centric file into your online banking solution
  • Allows your credit union to select specific content to share
  • Creates a cohesive member experience through advanced formatting options
  • Optimizes user time with responsive design for any desktop, tablet, or smartphone
  • Integrates email notifications of statement or other documentation availability

Learn more about our full suite of FASTdocs content management solutions here.

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FASTdocs with DocuSign® for Credit Unions


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FASTdocs with DocuSign® for Credit Unions


Integrate e-Signatures with Your Existing Workflow

E-signatures are convenient for members and enhance loan close rates, but the convenience is eroded if documents are not available at every location or must be converted to paper for steps in the process. These manual processes also drain credit union efficiency and take time away from client relationship-building. Bluepoint Solutions, in partnership with industry leader DocuSign, has married electronic signature with the lightning efficiency of FASTdocs. Credit unions and their members are assured the convenience of signing documents anywhere on any device, all without losing the benefits of hands-off document import and indexing. Visit the DocuSign website for more information e-signature. Start to cash in on the service improvement of paperless operation by using FASTdocs with DocuSign.

  • Adds convenient, anytime signing access to your existing document workflow
  • ·Transmits executed, DocuSigned documents to FASTdocs in real-time
  • ·Automates import and indexing, with no manual intervention
  • Relies on simple, one-time administrative set-up within the institution

Learn more about our full suite of FASTdocs content management solutions here.


Related Industry Research 

Case Study: Cabrillo Credit Union Reduces Paper, Eliminate Courier Service, Increases Member Service

> Read More

Webcast: Turning and IT Cost Center into an Income Center

> Read More

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Receipt Manager and Transaction Manager


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Receipt Manager and Transaction Manager


Improve Teller Operations, Member Response Times, and Business Intelligence

All teller systems produce some type of receipt at the end of a transaction, but printing a receipt is only a baseline function. Bluepoint Solutions goes beyond the baseline with two related solutions. Receipt Manager® lets tellers capture signatures and identification, and can then either print or email customized member receipts. All this information becomes retrievable by any authorized employee at any branch. Transaction Manager adds enhanced research and reporting functions that can help you quickly identify strategic opportunities and make powerful business decisions in record time. Harness the valuable data in every teller transaction to not only increase efficiency and service levels, but to bring management decisions into focus.

  • Interfaces seamlessly with your core processor or your teller platform
  • Offers an email option for members, cutting down on paper and waste
  • Makes data available in real-time for research and member inquiries
  • Shares data directly with FASTdocs
  • Pairs perfectly with ImagePoint Tellerfor complete transaction records

Related Industry Research

Case Study: Dover FCU Realizes Savings with Content Management

> Read More

Case Study: From Two Days to Two Minutes: Fulfilling Member Requests with Bluepoint

> Read More