Integrated Documents can streamline both state and federal bank examinations. Our customers have been told by both authorities that this is by far the most comprehensive document imaging solution they have seen to date, and their future exams will be done remotely!

Integrated Documents is designed to uniquely combine content and process to automate and streamline all records-based activities, thereby reducing unnecessary end user participation, enforcing compliance, and creating business advantages.

Integrated Documents supports the entire lifecycle of your records and enables you to manage the compliance and records management processes as well as prove adherence to policy.

Increase your revenue by reducing storage, discovery and training cost. Improve your productivity by automating records management, and enabling staff to focus on higher priority activities.

Product Features

• View all information and accounts for all customers from a single screen
• Research statements, checks, account history
• Internet banking activity
• Review debit cards accounts
• Review all loans from a single screen, see all collateral that has already been attached
• Each folder can enforce document collection, retention periods, and includes a tickler for annual file collection
• Each folder is identified with a descriptive icon
• White paper in folder reflects images are in file
• Green paper in folder reflects images are in file with special notes
• Padlock reflects insufficient security for viewing
• Pink highlight shows folder created outside of normal template for this account type