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    How to Electronically Share Credit & Loan Files with Examiners

    By: Jenn Mitchell 3 days ago
    Posted in: AIIM Open Forum

    The Commercial Loans (Section 206) booklet , part of the Office of the Comptroller of the Currency's (OCC) Comptroller's ...

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    Make Tax Season a Little Less Painful: Smarter Content Management for Banks and Credit Unions

    By: Cameron Marks one month ago
    Posted in: AIIM Open Forum

    Few industries are more document intensive than banking. Loan agreements, collateral records, credit reports, disclosures, ...

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    The Automation Health Check: Continuously Monitoring Workflows for Risk

    By: Dan Miranda one month ago
    Posted in: AIIM Open Forum

    Accounts payable has become a crucial part of the financial process as every invoice affects cash flow, compliance, vendor ...

    1 person recommends this.
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    [Playbook] Using Flex Fields in AccuAccount

    By: Jenn Mitchell 2 months ago
    Posted in: AIIM Open Forum

    Here’s the situation: Your financial institution uses AccuAccount to manage credit, loan, deposit, and trust documents. ...

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

    By: Cameron Marks 2 months ago
    Posted in: Special Interest Group: ECM - Peer to Peer Advice

    While generative AI headlines often dominate the conversation, financial institutions are increasingly investing in more ...

Latest Discussions

Wisdom from John Mancini

  • Thinking About Pivoting Into Information Management? Here's My Advice: Just Try It

    4 days ago
    I get asked this question a lot: "How do I transition into information management?" People seem to expect a complicated answer—a specific degree requirement, years of prerequisite experience, or some secret formula. But my advice is actually pretty simple: just try it. Okay, let me unpack that a bit more.

  • What Information Management Can Learn from Unreasonable Hospitality

    11 days ago
    I recently finished Unreasonable Hospitality by Will Guidara, the restaurateur behind Eleven Madison Park. On the surface, it's a book about running a successful restaurant business. But really, it's about what happens when you commit to making people feel seen, valued, and cared for. Those lessons...

  • Stop Talking About Data Access and Start Talking About User Experience

    18 days ago
    We talk constantly about data access in information management. People need access to data. Systems should provide access. Access, access, access. But here's what we don't talk about enough: the actual user experience of getting to that data.
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