Community Blog

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

By Jenn Mitchell posted 2 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 7 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 20 days ago
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 26 days ago
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 26 days ago
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 ...

Exception Tracking Cost Calculator

By Jenn Mitchell posted 08-06-2025
Exception tracking has many moving parts—from notice generation to recordkeeping and reporting. How much does it cost your financial institution each year? Find out with Alogent’s free calculator. EXCEPTION TRACKING COST CALCULATOR.

[Playbook] Integrating Banking Systems with FASTdocs like Core and Digital Banking Solutions

By Cameron Marks posted 07-25-2025
Here’s the situation: FASTdocs has become your financial institution’s central hub for internal and account holder documentation. However, your institution still relies on a variety of other systems, ranging from digital banking to the core. This playbook article explains how integrating FASTdocs can help simplify document management and increase access to information. Play #1: Programmatically Ingesting Documents from Other Systems Growing your loan portfolio and account holder database results in more paperwork that must be captured, indexed, and properly retained. FASTdocs offers two convenient solutions to pull in documentation from source systems. ...

What I Hear Most Often: The Real Reasons Businesses Delay Intelligent Information Management

By Jeff McWilliams posted 07-23-2025
What I Hear Most Often: The Real Reasons Businesses Delay Intelligent Information Management Talking with organizations every day about ways to more effectively manage information, I often hear similar stories about why IIM solutions aren’t for them. Change is hard, especially when it comes to rethinking long-standing processes, but there are tremendous benefits waiting on the other end of your choice to make that change. When implemented correctly by the right provider, IIM solutions bring newfound efficiency, transparency, security, and collaboration to processes that may have seemed passable before. So why do companies delay intelligent information ...

Dodd-Frank Act Section 1071: What You Need to Know

By Jenn Mitchell posted 07-17-2025
Section 1071 of the Dodd-Frank Act governs the collection of small business lending data. Under this Section, covered banks and credit unions must compile, maintain, and submit specific data on applications from women-owned, minority-owned, and small businesses to the Consumer Financial Protection Bureau (CFPB). Download this document to learn more about the regulation, compliance deadlines, and how Alogent’s comprehensive suite of process automation solutions, including AccuAccount and FASTdocs, are designed to meet the new Section 1071 requirements. DOWNLOAD THE DOCUMENT HERE

Using AccuAccount to Support Doc Prep & Post Loan Booking Processes

By Jenn Mitchell posted 07-11-2025
Implementing effective doc prep procedures is key for ensuring success in today’s lending environment. Cores and loan documentation software are primary tools used by doc prep teams, but a system like AccuAccount can also play an important role. Here are two ways to streamline your pre and post-booking workflows with AccuAccount. Doc Prep Teams: Verifying Info Before Booking Doc prep staff are responsible for inputting loan-related data into the core. Employing knowledgeable, detail-oriented team members is a critical first step. Doc prep teams must also be properly equipped with the right technology and information. This includes making it ...

The Future of Content Management in Banking: Why a Person-Centric Approach is a Game-Changer for Banks & Credit Unions

By Cameron Marks posted 06-30-2025
In today’s highly competitive banking environment, consumers and businesses are increasingly attracted to banks and credit unions that treat them as individuals, not just numbers. By adopting a person-centric approach, financial institutions gain a comprehensive understanding of each account holder's banking relationship, fostering deeper connections and enabling a more personalized experience that builds trust and long-lasting relationships. This document explores: Different ECM solution architectures, including document-centric, account-centric, member/customer-centric, and person-centric platforms Examples of a person-centric approach Tangible benefits ...

[Playbook] Document QC Review in AccuAccount

By Jenn Mitchell posted 06-23-2025
Here’s the situation: Your financial institution is looking for an ECM (enterprise content management) system that aligns with your quality control strategy . You’ve decided to implement AccuAccount , which supports a variety of use cases—from 100% QC to less formal spot checking. This article shares three “plays” for performing document QC reviews in AccuAccount. Play #1: Using Document History Let’s imagine that you’re responsible for reviewing all documents scanned or uploaded at the Main Street branch. On Monday morning, you start your workday by reviewing documents marked as “QC critical”—a designation in AccuAccount that prevents the resolution ...

[Playbook] Classifying Documents with OCR (Optical Character Recognition)

By Cameron Marks posted 06-16-2025
Here’s the situation: Your financial institution has been digitizing documents for many years, but now you’re looking to optimize imaging workflows and reduce data entry. You’ve heard about OCR (optical character recognition) and its ability to extract information from electronic records. This article shares two plays for using OCR in FASTdocs to streamline document classification. Play #1: Classifying One-Off Documents Let’s imagine that a customer walks into your downtown branch and provides an updated insurance document for an auto loan. Here’s how a front-line team member could promptly add the item into FASTdocs without manually keying in every detail. ...