Content Management
FD Master
Bluepoint Solutions is the leading innovator in electronic document management (EDM) for financial institutions, including a powerful, flexible document storage database and a distributed data input and access interface. Bluepoint’s EDM suite is built around the Client-Centric File database and FD Master. When paired, these two components form FASTdocs, the foundation for a paper-free storage solution.
Client-Centric File ensures record integrity and data security by allowing you to store all account holder information in a single, highly-organized file. Since it can support any type of text, numeric, audio, video, or image file, you can use Client Centric File for multiple purposes and with multiple applications.
FD Master gives you an extremely flexible interface for scanning and importing documents and other types of files; it allows you to access data when and where you need it enterprise-wide. FD Master meets Bluepoint’s proven standard for user-friendliness, efficiency and speed: you will see rising productivity savings in both front and back office operations, and your account holders will benefit from reduced wait times and higher security levels.
Features
- Reduces operational costs for paper, storage space and labor with automatic indexing at the point of entry
- Provides peace of mind with business continuity and disaster recovery support
- Offers a safer storage solution through customized user-permissions
- Improves client service by allowing record retrieval from any location in your organization
- Eliminates paper and back office paper file maintenance, providing a fully “Green” operation
- Mitigates fraud by allowing instant access to client information such as an official identification card or a signature sample
- Ensures your institution’s records are complete and current with automated document purges
Benefits
- Customized folder structure and search categories minimize research time
- Distributed scanning makes records available immediately to employees and clients alike
- Compliance Audit module provides superior research capabilities and security of all information
- Client-centric filing presents a logical folder hierarchy
- Scalable architecture to suit any size organization
- Familiar, browser-like user interface that is easy to learn and use
- Supports Bluepoint’s Internet Access for account holders
Accepts Virtually All File Types for Complete Client Records
More than just “document” management, FASTdocs indexes and stores almost any file type or format, including proprietary files from your core processor. Examples include PDF, video, voice, email, jpeg, word processing documents and spreadsheets. The extreme flexibility of FASTdocs means that you can store all communications for each client – from item capture images, to marketing letters, email correspondence and phone call recordings in a single dedicated folder.
Distributed Scanning for Speed and Security
FD Master is unique because it allows for scanning at multiple locations throughout your organization – even between branches. This distributed scanning model improves data integrity by eliminating physical document transfer and by minimizing the number of employees that handle mission-critical documents. The risk of fraud will be dramatically reduced because these documents can be made instantly available to employees who have permission to view them.
Enhance Service Experience
With FD Master, you can assign permissions access down to the individual file level, ensuring that any authorized staff member can instantly access any account holder document. The user-friendly structure of Client-Centric File will enable you to cut research time from days to minutes, empowering your staff and enhancing client experience.
Customize Your Paperless Processes
The flexible and powerful import capabilities of FD Master allow you to eliminate the physical storage space required for paper documents. FD Master integrates directly with a variety of optional Bluepoint software solutions, including Enterprise Report Manager, WebShare, Receipt Manager, RDC Teller, eSign & Capture and High Speed Import. These modules will offer you increased data import options and assist in your construction of a truly paper-free storage solution.
Maximize Your Investment with Consulting Services
Bluepoint’s Consulting Services will help you create a structured electronic filing system tailored to your organization’s unique needs. As a result of a Bluepoint consultation, you can maximize return on investment and processing efficiency. Meaningful departmental views and an effective user- permissions structure will improve both employee efficiency and service to your clients.
