eFileCabinet Bank Management Software

Credit unions and banks have quite the workload to deal with when it comes to financial document management. A lot of unnecessary stress regarding banking paperwork can be avoided with eFileCabinet’s bank management software.

Why use bank management software?

Mortgage applications, account statements, credit card applications, wire transfer requests, and other paperwork 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 financial 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 and organizing paper financial documents when bank management software solutions exist to eliminate that workload, making them more available to serve and help your bank’s customers in other ways?

There are also security risks involved in keeping all your bank documents stored in a filing cabinet, as opposed to making the switch to digital storage and management. Customers and clients trust their banks with the sensitive information stored in their accounts. Your customers’ private, financial data is as valuable as the cash in your vault. In fact, their financial information is probably worth more than the cash. The right bank management platform has solutions for these security concerns, and can make document security easy, automated, and secure.

These are just a few reasons why you should seriously consider a bank management software like Rubex by eFileCabinet.

Let’s talk about why eFileCabinet’s bank software should be your next financial document management and bank management software system.

David B., a COO at a Financial Lending Institution said, “We chose eFileCabinet as we were looking to reduce the amount of our file storage. The benefits of eFileCabinet’s bank management software include— 1) reduction of storage, 2) MUCH easier to find needed financial information, 3) MUCH better organization of banking 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.”

With eFileCabinet, banking professionals with real frustrations are finding real solutions to their banking needs. You can get and stay organized, minimize your employee’s pencil-pushing, maximize customer service, and save on space and money, all done digitally securely, and risk-free


What banking businesses can do with eFileCabinet


Quickly Fulfill Customer Requests


Access Customer Documentation in Real-Time

Reduce Operating Costs
Centralize Your Financial Institution’s Data

Integrate with Existing Business Applications and Platforms

Eliminate Storage And Courier Costs

Promote Member Services with Electronic, Digital 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 Security Risk

Increase Employee Productivity

eFileCabinet is your banking solution!

Our financial document management and bank management software solution can help you streamline your systems, improve your productivity, save time, preserve your resources, and increase your member service.

eFileCabinet does this in a couple of ways. The first of which is through automated document workflows. With these workflows, you can automate the repetitive parts of your bank’s business processes so nobody has to spend their time finishing these tasks themselves. Think of this as automatic bank management.

Gone are the days of having to find coworkers to get their signatures or filing financial documents by hand. Rubex will do all of that work for you. So instead of spending money on labor to keep your papers organized, you can invest that labor into keeping your customers invested and happy.

Rubex can also help make you more efficient with other features such as the automatic file naming system. Don’t spend your time tracking down a lost digital document. You’ll never lose a financial file again due to a typo in the document’s name because you’ll never type out a name again. Rubex can recognize different document types, read the information they contain, and give your bank documents the right, typo-free title every single time. That’ll make it even easier to search for your documents whenever you need them.

And don’t worry, if Rubex can’t recognize a specific bank document, it will put it in a separate folder so you can figure out where it goes. It won’t guess for you. Rubex is great because you can continue teaching it about new types of documents. As time goes on, Rubex recognizes more and more types of paperwork so you can do less and less actual filing.

In addition to helping you streamline those banking processes, eFileCabinet also provides simpler regulation compliance and organization. Rubex’s secure and legally compliant storage for your banking documents makes compliance easy, even with ever-changing regulations. eFileCabinet’s bank management software 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 bank management 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.”

-David B., COO at a Financial Lending Institution


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?

Call: 877-574-5505