How Much Time Would Your Organization Save if You Could Eliminate Manual Tasks?
Use ECM to digitize, manage, store, and route all your mortgage, lease, and administrative documents to improve productivity while securely protecting sensitive information and saving you money on operational expenses.
How Can Intelligent Automation Help You Achieve Your Financial Goals?
ECM utilizes the latest technologies in order to digitize, manage, store, and route your customers’ data while maintaining compliance, increasing security, and saving money. Read this industry brief to learn more!
Shortened Sales Cycles Allowed Imagetek to Grow Business
Imagetek was able to shorten sales cycles as well as expand their customer base and increase their recurring revenue with the Digitech Systems product suite.
Changing investor habits have increased interaction with brokers and dealers resulting in more records than ever before. Each has to be maintained in a records archive and made accessible based on regulations issued by the Financial Industry Regulatory Authority (FINRA). Find out how Cloud ECM has helped Eppy Financial Group streamline efficiency, improve control of client records, and save money.