Where Should My Bank Begin When Considering the Transition to Electronic Document Management?

Question:

What is the first step when considering the implementation of a document management software program?

Answer:

Before ever scanning your first document, the first step in this process is to conduct a needs assessment. This includes defining outcomes as well as becoming aware of any hardware or software issues that need to be resolved. Before you start talking to vendors, it's important to know your bank's own needs.

Vendor:

AccuSystems

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.