In Pursuit of Paperless Servicing

// May 17th, 2013 // Comments // Financial Services, Lending //

Any lender will tell you the most paper-intensive department within their organization is servicing. This rang loud and clear at the recent National Mortgage News Servicing Conference. Everyone there agreed that automation advancements on the origination side of the house have made a paper-intensive process somewhat easier. But at the end of the day, 200-plus-page …

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ACORD LOMA is Over, So What’s Next? 4 Steps to Help You Keep the Momentum Going

// May 15th, 2013 // Comments // Document Management, Enterprise content management, Insurance //

Now that we’re about a week away from the end of the annual ACORD conference – and as we get back to the daily grind – how do you put into motion all the knowledge and innovative ideas you learned at the show? This is one case where “what happens in Vegas” should not “stay in …

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Go Green, Become More Effective with Document Management

// May 14th, 2013 // Comments // Financial Services //

The recent annual celebrations and educational efforts supporting Earth Day show the fight for a clean environment continues. While you may have a forward-thinking environmental policy, is that enough when you repeatedly print out extensive loan packages and transport them 200 miles to headquarters? That’s where document management, or enterprise content management (ECM), software comes …

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How higher education can get the right things done now: Don’t wait to go digital with your data

// May 14th, 2013 // Comments // Higher Education //

I was recently speaking with one our customers who is converting their older documents from microfiche to OnBase because the microfiche are quickly deteriorating. Kudos to them for having gotten the documents into microfiche in the first place – that’s better than paper! However, does it take the imminent risk of losing information to motivate …

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ACORD LOMA 2013: Let’s Talk Mobile

// May 8th, 2013 // Comments // Document Management, Enterprise content management, Insurance, IT, Mobile //

As day three begins and ACORD LOMA draws to an end here in Las Vegas, it’s hard to believe the conference is almost over. It’s been a great show. We’ve had good traffic at the booth, reconnected with friends and had lively conversations with industry experts. Perhaps most importantly, the sessions this year were great, …

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Three ways to make ACORD LOMA the best experience it can be

// May 7th, 2013 // Comments // Cloud Computing, Document Management, Enterprise content management, Insurance //

It’s hard to believe ACORD LOMA is already here. Where has the time gone? For us, it’s been filled with researching the needs of the insurance industry and working with customers to develop solutions to solve those needs. What about you? What have you done over the last 12 months to prepare for this year’s conference? …

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During core switch, credit union’s document management solution evolves with it

// May 1st, 2013 // Comments // Credit Unions, Financial Services //

  Whether it’s due to limited workflow functionality or an inability to integrate well with other systems, switching cores is a growing trend in the credit union industry. With more consumers looking at financial options than ever before, the systems you rely on every day need to be able to communicate. It’s essential that you’re …

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The case for actively managing policies and procedures

// April 15th, 2013 // Comments // Back Office, Document Management, Enterprise content management, Healthcare UK //

A friend of mine works as an administrator for a school.  One of the tasks her team faces every year is  updating the school’s policy manual.  Each teacher has one; it’s a lever-arch file that documents the policies and standard operating procedures (SOPs) that they need to observe and adhere to in their daily work. …

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