What Features Should a Document Management System Offer With Regard to Managing Customers and Accounts?

Question:

What features should I look for with regard to managing customers and accounts?

Answer:

Managing customer and account information is a vital component of any document management system. At a minimum, the system your bank selects should offer synchronization with your core, offer file conformity and consistency, allow you to manage guarantors and co-borrowers, and keep track of pledged collateral.