Explore how digital information retrieval can help you reduce loan application processing cycles, reap measurable savings in administrative costs, and enable more information sharing with departments and branches.
Financial Information and Content Management Services
Financial Services Content Management
Credit Unions
Enhance operations through automation to process new members and provide a paper-free experience.
Account Origination
Replace paperwork with secure electronic data so employees can enter required financial information into simple on-screen forms without leaving the members sight. Signatures can be captured digitally, and important data can be scanned, stored and linked to each member’s account.
Audit & Compliance
Give internal managers and external auditors quick access to the records they need, reducing billable hours during audits. Stay ahead of new regulations as you revise your document management policies – knowing your system automatically records every time a document is accessed, viewed, edited or acted upon. Ensure that industry compliance standards are met and avoid costly penalties for non-compliance.
Fraud Investigation
Control revisions and instantly track changes applying consistent user rights and privileges. By automating the retention of essential documents, you have control over the workflow of your information and avoid loss or mishandled documents within your process.
Card Services
Track every member interaction and empower your team to instantly see all relevant documents to answer questions more quickly. Use these better business tools to create additional sales opportunities, retain member loyalty, and strengthen business relationships. Enable your manager to see real-time process statistics to identify bottlenecks and prevent problems.
Member Services
Automation and compliance tools help to ensure that programs are in compliance with rules and regulations for program enrollment and eligibility. Utilize digital record management tools to easily organize and access member information.
Operations
mprove processes for your Human Resources and Accounting teams by replacing paper with digital information. Automate workflows, manage recruitment/onboarding and integrate financial processes seamlessly for Accounts Payable, Accounts Receivable, Human Resources, and Contract Management.
Banks
Digitize records for access to customer data to strengthen business relationships. Track every interaction for fraud prevention and operational excellence.
Audit & Compliance
Give internal managers and external auditors quick access to the records they need, reducing billable hours during audits. Stay ahead of new regulations as you revise your content and document management policies – knowing your system automatically records every time a document is accessed, viewed, edited or acted upon. Ensure that industry compliance standards are met and avoid costly penalties for non-compliance.
Fraud Investigation
Control revisions and instantly track changes applying consistent user rights and privileges. By automating the retention of essential documents, you have control over the workflow of your information and avoid loss or mishandled documents within your process.
Card Services
Track every customer interaction and empower your team to instantly see all relevant documents to answer questions more quickly. Use these better business tools to create additional sales opportunities, retain customer loyalty, and strengthen business relationships. Enable your manager to see real-time process statistics to identify bottlenecks and prevent problems.
Lending
Accelerate processing through digitization and automation for a better customer experience and more efficiency in advancing the approved loans.
Loan Approvals
Convert all incoming applications to electronic forms and XML-based documents to speed loan approval with collaborative processes for authorization.
Compliance Monitoring
Configure customer dashboards to track status of the loan process and set benchmarks to measure progress and results.
Working With Us
The hallmark of the IBE Digital Intelligent Information Management practice is that we meet you where you are on your digital transformation journey, whether you are an SMB or Large enterprise. Our team will work closely with you to understand your specific industry’s needs and build a plan that fits your goals.
Contact Us
STEP
01
Fill out an online form, so we may contact you to better understand the unique challenges your business faces.
STEP
02
Our Intelligent Information Management team will provide insight as to how IBE Digital has helped similar organizations address their challenges.
STEP
03
We will follow the IBE Digital Experience, our proven process, to co-author a solution that best meets the needs of your organization.
