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Tellers and Document Management

Question: 
How can document management software streamline customer interactions with tellers?
Answer: 

Without an efficient way to manage documents, tellers may not be able to provide the level of service that customers expect. For example, asking customers to wait while the teller pulls a hard copy signature card creates delays that negatively impact the customer experience. By contrast, digitizing signature cards and making them easily accessible to tellers reduces the need to pull hard copy files, which can result in a faster experience for customers.

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Read more about customer relationships and document management.

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 06/05/2022

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