Community Blog

Document Versioning: The Digital Staple for Financial Institutions—Bringing Clarity, Control, and Compliance to the Document Lifecycle

By Cameron Marks posted 3 days ago
Have you ever sifted through a packet of stapled papers, trying to figure out which version of a form was the “right” one? In branches, back office operations, and lending departments, that stack of revisions always tells a story, but not always a clear one. Each update is stapled on top of the last, leaving staff to piece together what changed, when, and why. FASTdocs brings that familiar process into the digital world in a smarter, cleaner way, built for compliance ready financial institutions. It’s the modern evolution of the paper staple, designed for banks and credit unions that need clarity, control, and auditability. watch a Webinar on-demand: ...

[Playbook] Saving Commercial Lenders Time During Tax Season

By Jenn Mitchell posted 30 days ago
Here's the situation: Accountants aren’t the only people who feel stressed during tax season. Commercial lenders and their assistants feel the pressure, too—especially when borrowers forget to submit their tax returns in a timely manner. Collecting updated documentation from business customers and members is essential for managing risk, but lenders have other pressing matters to attend to (like making new loans). This playbook explores best practices for using AccuAccount to streamline the collection of borrowers’ tax returns. Using Technology to Reduce Tax-Related Distractions for Lenders Relying on spreadsheets and manual mail merges can ...

Evaluating Expertise: Selecting an Intelligent Document Processing Platform That Meets Business Needs

By Stephen Young posted 03-18-2026
Evaluating Expertise: Selecting an Intelligent Document Processing Platform That Meets Business Needs 78% of enterprises are now operational with AI Intelligent Document Processing (IDP) solutions ( AIIM ), but as the dust settles, organizations are realizing that not all IDP platforms are created equal. Offerings in accuracy, versatility, and potential for future automation vary widely across platforms. And these differences can make or break fast and sustainable ROIs. Here’s what matters to organizations evaluating IDP solutions. Not All IDP platforms are Created Equal: Understanding the Maturity Spectrum When organizations compare ...

Unlock Greater Banking Efficiency with Alogent’s ECM Suite: AccuAccount + FASTdocs

By Jenn Mitchell posted 03-17-2026
Did you know: Alogent’s ECM software suite includes two powerful tools: AccuAccount and FASTdocs . Both systems were built for the specific needs of financial institutions, and each possesses capabilities that solve unique challenges. Implementing the two platforms alongside one another can deliver even more value for your bank or credit union. Let’s explore the benefits of harnessing Alogent’s ECM suite. ECM Terminology & Tools The term “ enterprise content management ” (or “ECM” for short) encompasses the technologies, tools, and strategies involved with collecting, managing, storing, preserving, and delivering content—usually ...

How to Electronically Share Credit & Loan Files with Examiners

By Jenn Mitchell posted 03-13-2026
The Commercial Loans (Section 206) booklet , part of the Office of the Comptroller of the Currency's (OCC) Comptroller's Handbook , sets forth examiner procedures for evaluating financial institutions’ commercial lending practices. Assessing risk is an important focus of the booklet, which includes steps for determining if institutions engage in risky behavior. The ninth item in the list caught our attention: “Obtain credit files for all borrowers in the sample and document line sheets with sufficient information to determine quality and/or grade.” —Commercial Loans (Section 206) booklet, published on OCC.treas.gov . Not surprisingly, bankers ...

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

By Cameron Marks posted 02-13-2026
Few industries are more document intensive than banking. Loan agreements, collateral records, credit reports, disclosures, notices, certificates of good standing, deeds of trust, land surveys, cold reports—the breadth and depth of documents is expansive. Although some documents are distributed and received steadily throughout the year, certain tax documents follow specific schedules that must be met. Ensuring timely, accurate tax documentation can be stressful for employees at banks and credit unions. Here’s an example of how FASTdocs makes life easier during tax season. Example: Form 1099-INT Management One financial institution could have thousands ...

The Automation Health Check: Continuously Monitoring Workflows for Risk

By Dan Miranda posted 01-21-2026
Accounts payable has become a crucial part of the financial process as every invoice affects cash flow, compliance, vendor relationships, and audit readiness. Yet many AP teams are still forced to react to issues after they’ve already caused delays, exceptions, or risk exposure. As regulatory pressure increases and finance teams are asked to do more with less, simply digitizing invoices or routing approvals faster is no longer enough. AP automation will soon require predictive intelligence, using AI to identify risks, bottlenecks, and compliance gaps before they escalate. From Process Automation to Predictive Intelligence AP automation has traditionally ...

[Playbook] Using Flex Fields in AccuAccount

By Jenn Mitchell posted 01-05-2026
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 12-22-2025
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 12-22-2025
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 12-19-2025
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 12-18-2025
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 12-16-2025
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 12-16-2025
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 12-11-2025
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 12-10-2025
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 12-08-2025
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 12-08-2025
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 ...