With e-signatures, staff and advisors can spend more time building relationships with members and less time trudging through administrative chores. So much time is spent printing forms, keying in information, photocopying and then scanning to get documents back into digital format. E-signatures free Credit Union staff to have higher value conversations with members. E-Signatures cut document workflow cycles from weeks to days – or even minutes.
- Cork - Dublin - Galway
- Call: 1850 69 39 09 Int: +353 (0)24 93 908
- info@digital-docs.com
CU Vault
Streamline Credit Union operations with Intelligent member record management and Credit Union business process automation
CU Vault is an intelligent information management and business process automation solution designed specifically for Credit Unions. CU Vault supports Credit Unions ever increasing compliance obligations and drives the Credit Union’s digital transformation.
CU Vault provides a centralised system and approach for classifying and storing member records and for maintaining version control. It also automates workflows; integrates with core banking systems to reduce data silos; and provides security by limiting access to only authorised individuals. It also provides a full audit trail of document access, versioning, and approvals that Credit Unions need to maintain quality and prove compliance. Most importantly, CU Vault drives daily compliance processes such as record retention management and alerts key personnel about tasks that require attention.
When it comes to managing vast amounts of information Credit Unions simply cannot operate at maximum efficiency without the ability to easily search, share and protect their critical records and documents.
CU Vault automates operational workflows like loan applications or new membership applications. That means you can ensure consistency while CU Vault verifies that every step in your business process is followed.
Utilising CU Vault to automate front and back-end Credit Union processes ultimately has a positive effect on the member experience. When employees have fast access the right member-related information, issues can be resolved expeditiously and member satisfaction improves.
Supporting Compliance
CU Vault provides a centralised system and approach for classifying and storing member records and for maintaining version control. It also automates workflows; integrates with core banking systems to reduce data silos; and provides security by limiting access to only authorised individuals. It also provides a full audit trail of document access, versioning, and approvals that Credit Unions need to maintain quality and prove compliance. Most importantly, CU Vault drives daily compliance processes such as record retention management and alerts key personnel about tasks that require attention.
Driving Efficiency
When it comes to managing vast amounts of information Credit Unions simply cannot operate at maximum efficiency without the ability to easily search, share and protect their critical records and documents.
CU Vault automates operational workflows like loan applications or new membership applications. That means you can ensure consistency while CU Vault verifies that every step in your business process is followed.
Utilising CU Vault to automate front and back-end Credit Union processes ultimately has a positive effect on the member experience. When employees have fast access the right member-related information, issues can be resolved expeditiously and member satisfaction improves.
eSignatures for Credit Unions
Realise greater efficiencies with paperless banking
From sales outreach to loan origination, member on-boarding, customer service, and billing, automating critical processes provides opportunities to reduce costs and improve efficiency ratios. Electronic signatures streamline processes, eliminate the need to scan or re-key data, and reduce errors and rework, enabling your staff to focus on higher value tasks.
eSignatures for Credit Unions
Improve your Compliance Stance
Credit Unions are highly regulated, with pressure from institutions such as the Central Bank and ever-changing reporting and documentation standards. Implementing eSignatures can actually improve your compliance stance over ink and paper signatures.
eSignatures for Credit Unions
Customer Loyalty
Giving members the freedom to choose how and where they will transact with a Credit Union could be considered priceless. The use of electronic signatures provides members an easy, convenient, personal and accessible experience. These are all qualities that build lasting connections.
CU Vault Benefits
-
Save time with electronic signatures
-
Increase productivity with automated workflows
Credit Union productivity improves 39 percent when electronic forms replace paper and workflows are used to streamline processes, according to AIIM research, which shows that there is significant scope within most Credit Unions to improve both staff productivity and customer response time by eliminating paper from the process.
-
Reduce the burden of compliance with automated processes
CU Vault drives daily compliance processes such as record retention management and alerts key personnel about tasks that require attention.