eFileCabinet Document Management Software

Credit unions and banks have quite the workload to deal with when it comes to sorting out paperwork. Mortgage applications, account statements, and wire transfer requests can pile up quickly, which means your staff is spending a lot of time sorting out mountains of paper documents. They’ll spend even more time trying to find those documents again when they’re needed.

Labor is the highest operating expense for most credit unions and banks. Why waste your staff’s valuable time filing away paperwork when solutions exist to eliminate a large portion of their workload, making them more available to serve and help customers?

We chose eFileCabinet as we were looking to reduce the amount of our file storage. The benefits of eFileCabinet include: 1) reduction of storage, 2) MUCH easier to find needed information, 3) MUCH better organization of records. We save money on paper, boxes, and no longer have rented storage. Customers are VERY happy that we can mail encrypted documents at a moment’s notice. I’m sure that each of us in our office saves at least one hour per week and more than that during our busy season.
Jay Vander Pol, Vander Pol & Zager

Also take into consideration the security risks involved in keeping all your documents stored in a filing cabinet. Your customers’ private data is as valuable as the cash in your vault.

These are just a few reasons why you should seriously consider a digital Document Management System.

eFileCabinet Helps You:

  • Quickly Fulfill Member Requests

  • Access Member Documentation in Real-Time

  • Reduce Operating Costs

  • Centralize Your Financial Institution’s Data

  • Integrate with Existing Business Applications

  • Eliminate Storage And Courier Costs

  • Promote Member Services with Electronic Documents

  • Decrease Processing Time and Costs

  • Support Green Initiatives And Paper Reduction

  • Sort New Member Applications

  • Streamline Loan Processes

  • Reduce the Need for Additional Staff

  • Minimize Paperwork

  • Regain Workspace

  • Recover Data From Potential Disasters

  • Comply With All Relevant Regulations

  • Mitigate Risk

  • Increase Employee Productivity

Request a Demo

Discover eFileCabinet

Chat with us about your needs and we’ll create a free guided test drive just for you.

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eFileCabinet is your solution!

Our Document Management Solution can help you improve your productivity, preserve your resources, and increase your member service.

One of my partners was at a conference where eFileCabinet had a display. He came home and suggested we give it a try and we have been extremely pleased. Every time we need any help, I have always been happy with your customer service and technical support. Since we are a small firm (3 CPAs and 4 staff), I am the person that keeps all the computers and scanners up and running. I am totally sure this has saved us money as we no longer use copier toner and paper to copy the documents that we scan.

Anneta Chapman, Virden, Chapman & Virden
Paperless Credit Union Document Management System Software

In addition to helping you streamline those processes, eFileCabinet also provides secure and legally compliant storage for your documents. eFileCabinet is fully compliant with all FINRA, HIPAA, SEC, and NASD regulations.

Many credit unions and banks use and trust eFileCabinet. Whether you prefer an on-premise or in-the-cloud solution, eFileCabinet will help make your operations more efficient.

Spend your time with people, not their paper. You won’t believe how easy it is to go paperless!

To learn how eFileCabinet can help your bank set up a document management system to increase efficiency and compliance, call us at 801-374-5505, chat with us on this page, or fill out the form to request contact from a banking  efficiency expert.