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Financial Services

Financial ServicesThe headlines are changing by the hour. The financial world is going through sweeping changes like never before. Vigilance isn’t good enough. Keeping your eye on the bottom line isn’t good enough. Good enough is no longer acceptable. You need the best.

DocuVantage OnDemand® is the best. The best at storing all your documents, paper and electronic. The best at tracking all your documents including emails and attachments. The best at creating a workflow to move your documents through your organization. The best at reporting on who viewed, modified, and authorized your documents. One repository for all your financial institution needs whether it is keeping track of a full loan package, your Continuity of Operation Plan, tracking your accounts payable and receivable, reporting on employee expenses or managing your Board documents. Your paper trails lead you to DocuVantage OnDemand.

DocuVantage OnDemand enables banks, credit unions, investment firms and lenders to meet the many challenges involved with building the combination of competitive advantage and compliance to balance your industry demands.

DocuVantage OnDemand allows you to:

  • Store and Retrieve every document in your repository from your Internet enabled PC
  • Increase staff efficiencies by allowing them to focus on their job and not the paper trail
  • Enhance customer and member services
  • Ensure regulatory compliance
  • Enable Board members secure access to review and approve meeting agendas, minutes etc.
  • Immediately access your Continuity of Operations Plan, (COOP)

And because DocuVantage OnDemand is an online software service, there is no extra hardware equipment to buy, no software to install or update, and no IT staff needed to maintain the application. And all features are available with one predictable monthly subscription.

 

Find out More on How DocuVantage Can Help Financial Institutions like Credit Unions

 


Benefits

    • Rapid Deployment=Rapid ROI
    • You can be up and running today
    • Minimal training for all staff with the user friendly, flexible interface
    • Easily manage and store all records, documents and images regardless of format
    • Know the status and location of every document in your system
    • Increase efficiency by ensuring member questions are answered in one call
    • Enable staff members to view, share and collaborate on documents simultaneously
    • Easier compliance, faster reporting and staffing efficiencies
    • Never misplace a document again
    • Eliminate rows of filing cabinets and the costs associated with file storage
    • No hardware, software or IT resources needed; we manage the application 24/7

      Features

        • Scan and retrieve every document from any location and eliminate the paper copies
        • Keep all incoming email, attachments and faxes in the same repository as scanned documents
        • Add Workflow to move all documents seamlessly through your systems
        • Create external access for your Board of Directors
        • Keep a complete record of who viewed, modified and approved information
        • Add notes to documents
        • Full Text Search to quickly find and retrieve information
        • Store and easily retrieve reports
        • Ensure confidentiality, security and compliance

          Uses

            • Store every document related to each customer and correspondence
            • Keep all related files together electronically
            • Track all documentation for full reporting and compliance
            • Immediately access needed documents from an Internet enabled PC
            • Quickly access and share documents without having to print paper copies
            • Give Board members secure access to review and approve meeting agendas, minutes etc.
            • Immediately access your Continuity of Operations Plan, COOP
            • Provides secure disaster prevention

              Find out more about how
              DocuVantage OnDemand® can help Financial institutions like Credit Unions

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