Resources and guides to help you get work flowing
Looking to the Future: 5 Ways Technology Can Transform Credit Union’s Member Experience
You’ll learn how to:
- Meet the unique needs of your diverse member base
- Enhance efficiency and reduce costs
- Stay ahead of cybersecurity threats and protect member data
- Offer personalized and relevant financial solutions
- Deliver faster and more secure member interactions
Personally Identifiable Information Policies: Does Your Company Need One?
10 Most Common Types of Personally Identifiable Financial Information
3 Ways to Protect Your Clients' Personal Information
Data breaches are on the rise. To protect customers, financial organizations must understand which pieces of collected information are of value to criminals, and how to use technology to secure them.
3 Ways to Reduce SBA Loan Processing Time
Customers expect shorter loan processing times after the financial industry's recent digital transformation. Learn how automated document collection can speed up your SBA loan process.
Mortgage Broker Business Plan: The Ultimate Guide to Growing Your Business
Mortgage brokering is a highly profitable industry for those that grow their business the right way. Get the ultimate guide to growing your mortgage business.
Navigating GDPR, Privacy and Anti-Money Laundering Laws
If you collect client data, you’re subject to a range of legal requirements. While not onerous, they are important as flouting them can cost you both financially and in terms of your reputation. Read on to get an understanding of your obligations under GDPR, Privacy and Anti Money Laundering (AML) Laws.
How Can Mortgage Lenders Compete with Digital-First Solutions?
Read this guide for a deep dive into how technology - as a part of the larger digital transformation movement - is helping the industry better respond to an array of difficult and dynamic market conditions.
Case Studies
We're proud of our customers.
Read through some of the best-kept secrets in workflow and content automation, discover some insights that you could apply to your own business today – and see how our customers managed to achieve such extraordinary results.
How Aprio Cloud Improved Their Customer Experience
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How McCambridge Duffy Reduced Time Required for Document Collection by 87.5%
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Digitizing Document Collection Processes Helps Top 10 SBA Lender Handle More Loans
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How 3-Person Firm Manages $100 Million in Transactions Per Year
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How 7(A) Funding Reduced Time Spent Collecting Documents by 83%
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How Fundera Slashed Loan Document Turnaround Times by 64.3% (from 42 to 15 days)
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How Third Decade Identified and Optimized Inefficiencies in Their Document Workflow
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How Driving Success Improved Content Request Workflows with Branded Client Portals
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