eFileCabinet Document Management Software
for the Banking Industry
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?
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.
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.
How we can help businesses in the banking industry
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
Recover Data From Potential Disasters
Comply With All Relevant Regulations
Increase Employee Productivity
eFileCabinet is your solution!
Our document management solution can help you improve your productivity, preserve your resources, and increase your member service.
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.
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.
You won’t believe how easy it is to go paperless!
Spend your time with people, not their paper.
Are you ready to learn more?