Community Blog

[Playbook] Using Flex Fields in AccuAccount

By Jenn Mitchell posted 23 hours ago
Here’s the situation: Your financial institution uses AccuAccount to manage credit, loan, deposit, and trust documents. Connecting AccuAccount to your core has streamlined many post-booking workflows, but now you’re looking for an even more complete view of each relationship. You’ve heard about flex fields—custom data fields in AccuAccount—that make it possible to capture credit scores, NAICS codes, maturity and payoff dates, flood zone details, appraised values, dates of death, and other important information. This article shares two “plays” for using flex fields in AccuAccount. Play #1: Keying in Flex Field Data Creating a new flex field in ...

Driving Innovation with AI: Empowering Banks and Credit Unions with AI-Powered Document Classification to Streamline Operations and Ensure Compliance

By Cameron Marks posted 14 days ago
While generative AI headlines often dominate the conversation, financial institutions are increasingly investing in more practical applications: integrated smart features that support day-to-day operations. Artificial intelligence built into existing systems can help reduce manual workloads and support compliance in a data-rich environment that continues to grow more complex. At Alogent, this is the foundation of our AI strategy: solution features designed with intention, tested against real-world conditions, and deployed where they bring the most value. In a recent conversation with Monica Moore , Alogent’s Chief Technology Officer, we discussed how this ...

Driving Innovation with AI: Empowering Banks and Credit Unions with AI-Powered Document Classification to Streamline Operations and Ensure Compliance

By Cameron Marks posted 14 days ago
While generative AI headlines often dominate the conversation, financial institutions are increasingly investing in more practical applications: integrated smart features that support day-to-day operations. Artificial intelligence built into existing systems can help reduce manual workloads and support compliance in a data-rich environment that continues to grow more complex. At Alogent, this is the foundation of our AI strategy: solution features designed with intention, tested against real-world conditions, and deployed where they bring the most value. In a recent conversation with Monica Moore , Alogent’s Chief Technology Officer, we discussed how this ...

[Playbook] Building Custom Reports in AccuAccount

By Jenn Mitchell posted 18 days ago
Here’s the situation: Your financial institution manages documents and exceptions in AccuAccount , Alogent’s ECM solution that’s optimized for commercial lending. You’re a big fan of the system’s standard reports but believe that the Dynamic Reporting module could be beneficial. Where do you begin? This article shares two “plays” for using Dynamic Reporting for AccuAccount. Play #1: Use the Drag and Drop Builder Dynamic Reporting for AccuAccount organizes data into a familiar, spreadsheet-like experience. Each column represents a data field that is specified from the screen’s left side. As data fields are added, rows update automatically ...

Wrangling Data and Securing the Future: Riding into the Digital Frontier

By Lisa Desautels posted 18 days ago
Wrangling Data and Securing the Future: Riding into the Digital Frontier In the modern digital frontier, organizations are faced with an ever-growing herd of information — from paper records buried deep in file cabinets to sprawling data scattered across systems and networks. Just like a seasoned trail boss wrangles a restless herd, today’s business leaders and IT professionals must master the art of data wrangling — organizing, securing, and taming unruly information to blaze a trail toward operational efficiency and regulatory compliance. That’s exactly the spirit behind Wrangling Data & Securing the Future , a free professional event hosted ...

Streamline Exception Reporting for Your Next Board Meeting

By Jenn Mitchell posted 21 days ago
Your board of directors relies on a variety of information to properly assess operational strengths, weaknesses, growth opportunities, and risk exposures. Accurate exception data is crucial, especially when it comes to commercial lending. In fact, the OCC’s Commercial Real Estate Lending booklet specifically mentions “supervisory LTV exceptions” and “policy, credit, and collateral exceptions” among information reviewed by boards. According to the booklet: The following are examples of information that management and the board typically review related to CRE lending: Loan risk ratings ALLL or ACL information Rating migration Concentrations ...

Streamline Exception Reporting for Your Next Board Meeting

By Jenn Mitchell posted 21 days ago
Your board of directors relies on a variety of information to properly assess operational strengths, weaknesses, growth opportunities, and risk exposures. Accurate exception data is crucial, especially when it comes to commercial lending. In fact, the OCC’s Commercial Real Estate Lending booklet specifically mentions “supervisory LTV exceptions” and “policy, credit, and collateral exceptions” among information reviewed by boards. According to the booklet: The following are examples of information that management and the board typically review related to CRE lending: Loan risk ratings ALLL or ACL information Rating migration Concentrations ...

Streamlining Banking Operations with Intelligent Document Management and Indexing

By Cameron Marks posted 25 days ago
Effective document management is crucial for banks and credit unions, given their need to handle large volumes of sensitive and regulated information daily. Precise categorization and indexing from the start are essential for systematic organization, enabling smooth retrieval and use of critical data. By classifying documents as they enter the system, financial institutions ensure that information remains accessible and searchable throughout its lifecycle, maintaining an organized and efficient repository. Download this document to learn how enterprise content and information management solutions bring tangible benefits, such as: Enhancing Efficiency: ...

The Impact of IG/RM on AI

By Richard Freeman posted 27 days ago
I recently had the pleasure of speaking with Jim Merrifield, IGP, CIGO, and ARMA Board Chair, about ARMA InfoCon 2025 in Phoenix (October 20-22). The conference theme, "Bringing Maturity to Your IG Program," centred on AI's impact on Information Governance and Records Management. Key insight: IG and RM are crucial disciplines that underpin an organization's ability to deploy AI responsibly. A mature IG program reduces AI risks, such as model drift and biased outputs, by ensuring consistent data quality and comprehensive audit trails. Standout use cases: • Healthcare: 15% improvement in resource allocation through AI-powered patient admission ...

Are Your Policy Exceptions Increasing or Decreasing?

By Jenn Mitchell posted 28 days ago
Tracking loan policy exceptions is essential for risk mitigation and compliance. To keep examiners and auditors happy, however, financial institutions should go beyond basic reporting and embrace a more proactive approach—one that monitors policy exception trends . According to the Commercial Real Estate Lending booklet , part of the Office of the Comptroller of the Currency's (OCC) Comptroller's Handbook : “Examiners also should review lending policy exception reports to assess the frequency and nature of policy exceptions and to determine whether exceptions to the bank’s loan policy are adequately documented, approved, reported, ...

Are Your Policy Exceptions Increasing or Decreasing?

By Jenn Mitchell posted 28 days ago
Tracking loan policy exceptions is essential for risk mitigation and compliance. To keep examiners and auditors happy, however, financial institutions should go beyond basic reporting and embrace a more proactive approach—one that monitors policy exception trends . According to the Commercial Real Estate Lending booklet , part of the Office of the Comptroller of the Currency's (OCC) Comptroller's Handbook : “Examiners also should review lending policy exception reports to assess the frequency and nature of policy exceptions and to determine whether exceptions to the bank’s loan policy are adequately documented, approved, reported, ...

[Playbook] Automatically Classify Documents with Index Values and AI

By Cameron Marks posted 12-03-2025
Here’s the situation: Your financial institution relies on built-in OCR (optical character recognition) features in FASTdocs to efficiently classify documents. The number of incoming documents keeps growing, but adding headcount to keep pace isn’t in this year’s budget. Recently, you’ve learned about classification automation capabilities in FASTdocs. This article discusses two ways to automatically classify documents in FASTdocs. Play #1: Using Index Values When it comes to content management, index values are pieces of metadata that provide important information about specific documents. Loan origination systems (LOS), document ...

[Playbook] Automatically Classify Documents with Index Values and AI

By Cameron Marks posted 12-03-2025
Here’s the situation: Your financial institution relies on built-in OCR (optical character recognition) features in FASTdocs to efficiently classify documents. The number of incoming documents keeps growing, but adding headcount to keep pace isn’t in this year’s budget. Recently, you’ve learned about classification automation capabilities in FASTdocs. This article discusses two ways to automatically classify documents in FASTdocs. Play #1: Using Index Values When it comes to content management, index values are pieces of metadata that provide important information about specific documents. Loan origination systems (LOS), document ...

[Playbook] Unlock Value through the Combined Power of Your LOS and ECM

By Jenn Mitchell posted 11-24-2025
Here’s the situation: Your financial institution invested considerable resources to acquire, configure, and optimize a modern LOS (loan origination system). Recently, you were speaking with a colleague who works for a different institution and were intrigued to hear how his institution integrated its LOS and enterprise content management (ECM) platform. This article discusses the use of an LOS alongside AccuAccount , Alogent’s ECM solution optimized for commercial lending. Read More: Why AccuAccount and your LOS Work Better Together for Loan Management → Enhancing (Not Replacing) Your LOS Workflow AccuAccount was designed to simplify ...

Automation for Small Businesses Is an Investment in Growth

By Stephen Young posted 11-19-2025
For many small businesses, the word automation still feels out of reach. It’s often associated with proprietary systems, IT teams, and budgets that stretch well beyond what a smaller organization can justify. But that perception is changing, especially amidst the rise of effective, budget-friendly options. Automation has become an incredibly accessible and impactful tool at our disposal. And rather than being a cost to absorb, it’s proving to be an investment in growth; a way to expand capacity, reduce friction, and empower employees to do more meaningful work. It’s time to stop viewing automation as a luxury reserved for large corporations and start ...

Improving Information Governance and Streamlining IT Work with FASTdocs

By Cameron Marks posted 11-06-2025
Modernizing a financial institution’s information management environment can be a big project, which is why some IT organizations simply maintain the status quo. At Alogent, we believe the long-term benefits of digital transformation far outweigh the upfront effort. Let’s examine the challenges facing IT leaders and why our FASTdocs platform might be a good fit for your bank or credit union. Download: ECM Compliance ebook with real-world examples Keeping Pace with Your Financial Institution’s Information Management Needs IT leaders at financial institutions are under considerable pressure to deliver scalable systems that balance the need ...

Improving Call Center Operations with Enhanced Information Management

By Cameron Marks posted 10-31-2025
Account holders expect excellent service, regardless of how they choose to interact with your financial institution. In-branch, online, and mobile channels receive considerable attention, but call centers must be prepared to deliver equally stellar experiences. On-demand access to relevant documentation and content equips call center representatives to answer questions, maintain high levels of professionalism, achieve KPIs, and, ultimately, support customers and members. This article discusses how financial institutions’ call centers can leverage FASTdocs . Making Life Easier for Call Center Staff FASTdocs, part of Alogent’s ECM suite for ...

Improving Call Center Operations with Enhanced Information Management

By Cameron Marks posted 10-31-2025
Account holders expect excellent service, regardless of how they choose to interact with your financial institution. In-branch, online, and mobile channels receive considerable attention, but call centers must be prepared to deliver equally stellar experiences. On-demand access to relevant documentation and content equips call center representatives to answer questions, maintain high levels of professionalism, achieve KPIs, and, ultimately, support customers and members. This article discusses how financial institutions’ call centers can leverage FASTdocs . Making Life Easier for Call Center Staff FASTdocs, part of Alogent’s ECM suite for ...

Loan Management: Paper Document Management Cost Calculator

By Jenn Mitchell posted 09-29-2025
Loan management can be paper intensive and costly. Without a solution in place that streamlines manual document prep, imaging and management, overhead can surge and errors are likely. Download this cost calculator to find out how much your financial institution is spending to manage your paper-based loan files, and whether a solution like AccuAccount is the right fit for your team. DOWNLOAD HERE!

[Playbook] Enabling a Two-Way Document Exchange with Account Holders

By Cameron Marks posted 09-29-2025
Here’s the situation: Your financial institution is looking for a secure, convenient way to share documents with account holders. You’ve heard that FASTdocs can integrate with your digital banking system and enable a permission-based, self-service experience. This playbook article explores tips for leveraging FASTdocs WebShare to simplify collaboration with customers and members. Play #1: Providing Documents to Account Holders Financial institutions must routinely share certain documents with customers or members. Monthly account statements and annual tax forms (i.e. IRS Form 1099-INT) are common examples. Traditionally, such documents were ...