Community Blog

Streamline Exception Reporting for Your Next Board Meeting

By Jenn Mitchell posted 11 hours 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 11 hours 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 5 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 6 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 8 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 8 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 13 days ago
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 13 days ago
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 22 days ago
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 27 days ago
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 ...

[Playbook] Using Workflows to Drive Efficiency Throughout the Document Life Cycle

By Cameron Marks posted 09-18-2025
Here’s the situation: Your financial institution uses FASTdocs to store and manage a variety of documentation. Recently, you’ve been experimenting with the FASTdocs Workflow Library to improve vendor invoice routing and other processes. Now, you’re looking to leverage workflows to increase transparency, control, communication, and compliance throughout the entire document life cycle. This playbook shares tips for using FASTdocs workflows to streamline document management from item creation through deletion. Play #1: Routing Newly Created Suspicious Activity Reports Some documents must be prioritized for supervisor review immediately ...

How AI will Empower Information Management Professionals; Not Replace Them

By Brian Banet posted 09-17-2025
If AI can read, classify, and even summarize documents, do businesses still need information management professionals? It’s a question that’s fueling anxiety across industries. And as headlines proclaim that artificial intelligence will “replace” jobs, it’s easy to wonder whether roles centered around managing information might be at risk. But the truth is far less sensationalized: AI isn’t replacing information management professionals. It’s elevating their roles with increased productivity and new areas of focus. The Fear Factor: Why Professionals Worry About AI For many, headlines that paint AI as fully autonomous are a cause for concern. When ...

[Playbook] Managing Security, Privacy, and Compliance in Your ECM

By Cameron Marks posted 08-28-2025
Here’s the situation: Your financial institution implemented FASTdocs as its enterprise content management (ECM) system. So far, you’ve been impressed with the system’s document classification capabilities, event-based workflows , and integration with other banking systems. Recently, your institution hired a new VP of Information Technology whose primary focus is security, privacy, and compliance. This article discusses folder-level and document-level controls in FASTdocs that will delight your VP of IT. Play #1: Sharing & Controlling Access at the Folder Level Documents in FASTdocs are organized into a logical, folder-based hierarchy. ...

[Playbook] Leveraging Workflows to Efficiently Route Vendor Invoices

By Cameron Marks posted 08-12-2025
[Playbook] Leveraging Workflows to Efficiently Route Vendor Invoices Here’s the situation: Your financial institution does business with dozens of vendors ranging from audit firms and IT consultants to the pest control company. Maintaining healthy vendor relationships depends on timely and accurate payment, but invoice routing and approval can be tedious—especially with manual, email-based processes. This playbook article explores how to streamline vendor invoice management with FASTdocs from Alogent. Play #1: Simple Invoice Routing With the FASTdocs Workflow Library , a collection of pre-configured workflows, banks and credit unions gain ...

[Playbook] Leveraging Workflows to Efficiently Route Vendor Invoices

By Cameron Marks posted 08-12-2025
[Playbook] Leveraging Workflows to Efficiently Route Vendor Invoices Here’s the situation: Your financial institution does business with dozens of vendors ranging from audit firms and IT consultants to the pest control company. Maintaining healthy vendor relationships depends on timely and accurate payment, but invoice routing and approval can be tedious—especially with manual, email-based processes. This playbook article explores how to streamline vendor invoice management with FASTdocs from Alogent. Play #1: Simple Invoice Routing With the FASTdocs Workflow Library , a collection of pre-configured workflows, banks and credit unions gain ...