Blogs

Rossum Recognized as a Leader in IDP by the IDC MarketScape

By Rami Deeb posted 19 days ago
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In the fast-paced world of Intelligent Document Processing (IDP), staying ahead of the curve is no small feat. We are proud to announce that Rossum has been named as a Leader in the IDC MarketScape: Worldwide Intelligent Document Processing (IDP) Software 2023-2024 Vendor Assessment (doc #US49988723, November 2023). Who is IDC? The International Data Corporation (IDC) is a globally respected market research firm renowned for its deep insights into technology and industry analysis. Their acknowledgment is highly esteemed in the IDP sector, as it represents an independent, expert assessment of our company’s leadership and excellence in the field of Intelligent ...
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Zia Partners with M-Files to Offer Intelligent Document Management

By Shelly Mahon posted 20 days ago
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Unique Features of M-Files Intelligent Document Management Zia Consulting works with M-Files , a global leader in information management, to bring their clients an innovative, streamlined, and metadata driven document management platform. This allows customers to easily find, share, manage, and secure documents and information. Their easy-to-use content repository provides a cohesive and unified way to create workflows that automate processes like contract management, invoice management, Standard Operating Procedures (SOPs), and quality documents. All of the main functionality can be found on one screen, further reducing confusion in this user friendly ...
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[Playbook] Tracking and Resolving Recurring Document Exceptions

By Cameron Marks posted 28 days ago
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Proactively dealing with missing and expiring documents is a key component of an effective exception management strategy. However, that’s easier said than done when your financial institution manages hundreds of customers or members, thousands of pages of documentation, and a seemingly infinite number of document schedules. This article shares two “plays” to resolve exceptions for documents that must be collected on an ongoing basis, such as customer or member financial statements, tax returns, certificates of good standing, operating agreements, UCCs, rent rolls, and insurance documents. Play #1: Creating “document placeholders” for missing documents Collecting ...
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[Playbook] Tracking and Resolving Recurring Document Exceptions

By Cameron Marks posted 29 days ago
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Proactively dealing with missing and expiring documents is a key component of an effective exception management strategy. However, that’s easier said than done when your financial institution manages hundreds of customers or members, thousands of pages of documentation, and a seemingly infinite number of document schedules. This article shares two “plays” to resolve exceptions for documents that must be collected on an ongoing basis, such as customer or member financial statements, tax returns, certificates of good standing, operating agreements, UCCs, rent rolls, and insurance documents. Play #1: Creating “document placeholders” for missing documents Collecting ...
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The Ultimate Email Archive Solution for When Staff & Contractors Leave

By Sarah Gayda posted 10-25-2023
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Learn how to safeguard and preserve company records contained in emails after employees or contractors leave your organization. Microsoft Exchange archiving falls short when it comes to email records, so we give you three quick steps to file emails to SharePoint. Read our latest blog post here: Email Archive Solution for Departing Staff & Contractors
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Boost Productivity at your Financial Institution with Enhanced Cold Storage

By Cameron Marks posted 09-28-2023
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Financial institutions use the phrase “ cold storage ” to describe technology for managing core-generated reports, statements, notices, images, and other documents. Front-line and back-office staff rely on cold storage to access a variety of information, including loan and account statements, teller transactions, and images of cashed checks. Let’s take a closer look at cold storage and explore how financial institutions can streamline their workflows with FASTdocs from Alogent. Two Common Use Cases for Cold Storage Cold storage systems can support numerous use cases at banks and credit unions. Here are two practical examples as mentioned during our ...
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Boost Productivity at your Financial Institution with Enhanced Cold Storage

By Cameron Marks posted 09-28-2023
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Financial institutions use the phrase “ cold storage ” to describe technology for managing core-generated reports, statements, notices, images, and other documents. Front-line and back-office staff rely on cold storage to access a variety of information, including loan and account statements, teller transactions, and images of cashed checks. Let’s take a closer look at cold storage and explore how financial institutions can streamline their workflows with FASTdocs from Alogent. Two Common Use Cases for Cold Storage Cold storage systems can support numerous use cases at banks and credit unions. Here are two practical examples as mentioned during our ...
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Bulk Email Filing to SharePoint is Here to Bolster Your RM Program

By Sarah Gayda posted 09-28-2023
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Discover a game-changing solution for simplifying email records management. Uncover how bulk filing revolutionizes the way organizations handle their email archives, streamlining the process for enhanced productivity and compliance. Find out more about Colligo's one-of-a-kind new tool and how it can facilitate improved email records management in your organization : Email Records Management Made Easy With Bulk Filing
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Individual course certification - how do I receive.confirmation that I have completed one of the courses, I need the confirmation for my company HR department

By Wendy Barrie posted 09-28-2023
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how do I receive. Confirmation that I have completed one of the courses, I need the confirmation for my company HR department
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What is a Data Leak?

By Zasio Staff posted 09-20-2023
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This article first appeared on Zasio.com By Heather Rice Refresh your news feed and you will often see yet another company has become the victim of a data leak. Today, most companies are storing sensitive information electronically, making data leaks a major concern. Information security is becoming more important than ever. Data Leak vs. Data Breach So, what is a data leak? Data leaks and data breaches both involve exposure to sensitive information. The main distinction though, is data leaks are caused internally, usually unintentionally. Data breaches, on the other hand, are intentionally caused by external actors. The most frequent causes of ...
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Three Industries Ripe for Intelligent Document Management

By Tena Johnson posted 09-18-2023
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Legal, regulatory and tax rules have long required businesses to maintain years of records, causing them to store paper-based agreements and other documents in file cabinets or in stacks of boxes often relegated to back rooms, basements or even separate storage facilities. Organizations of all types and sizes have encountered substantial growth in the volume of business documents they generate, and many have struggled to keep up in terms of storing and maintaining this information. Adding to that, paper-intensive record-keeping is expensive and tedious, not to mention cumbersome in terms of providing easy access to those within the company who need it most. ...
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Blueprint for Success in Financial Services: Data Governance

By Sarah Gayda posted 09-14-2023
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In the financial services sector, data governance is more than just a necessity; it's a strategic advantage. Discover how Colligo for Microsoft 365 can revolutionize your approach to financial data management, providing powerful tools to enhance decision-making, boost operational efficiency, and ensure regulatory compliance. Uncover the myriad of benefits, from improved fraud detection to advanced customer insights and competitive edge. Be inspired by a case study of a Canadian financial institution that transformed its data governance processes, optimized data quality, and secured compliance with industry regulations using Colligo's Enterprise Suite for ...
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[Playbook] Tracking and Resolving Recurring Document Exceptions

By Cameron Marks posted 09-13-2023
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Proactively dealing with missing and expiring documents is a key component of an effective exception management strategy. However, that’s easier said than done when your financial institution manages hundreds of customers or members, thousands of pages of documentation, and a seemingly infinite number of document schedules. This article shares two “plays” to resolve exceptions for documents that must be collected on an ongoing basis, such as customer or member financial statements, tax returns, certificates of good standing, operating agreements, UCCs, rent rolls, and insurance documents. Play #1: Creating “document placeholders” for missing documents Collecting ...
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[Playbook] Interfacing Your Imaging System with eSign, LOS, & Other Systems

By Cameron Marks posted 08-30-2023
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Here’s the situation : Your financial institution relies on a variety of technology to ensure efficient commercial lending origination —everything from loan origination systems (LOS) to eSign products. Wouldn’t it be nice if you could automatically extract documents from these systems and move them into the right place in your imaging system? Connecting your document imaging system to other commercial lending tools can accelerate productivity, reduce administrative work and oversights, and create a more scalable lending workflow. This article explores our approach for helping clients create interfaces to achieve these goals. Interfaces Playbook Not every ...
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Embracing Agile Methodology to Escape Technical Debt

By Shauna Bittle posted 08-29-2023
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(Adapted from a conversation with ImageSource systems engineer Michael Peterson) Technical debt is caused by development or implementation choices that prioritize speed over best practices, usually one-off changes that end up increasing the complexity of your system. After developing a solution, you almost always find yourself making quick changes to extend capabilities or fix a bug. Eventually, these system adaptations result in something that is hard to support. At some point, like all debts, you will have to pay that back. Carrying technical debt is a bit like taking on personal debt. It is about making feasible commitments. Much like buying ...
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More States Jump on the Privacy Bandwagon

By Zasio Staff posted 08-24-2023
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This article first appeared on Zasio.com By Summer Hilger Data privacy laws continue to gain momentum among U.S. states. Just this spring, comprehensive consumer privacy bills have been enacted in Indiana, Iowa, Montana, and Tennessee. Florida enacted its Technology Transparency Act in June. Washington has also taken steps toward comprehensive privacy legislation with its My Health My Data Act, although it is more targeted than can be addressed in this overview. In Texas, a comprehensive privacy bill is awaiting the governor’s signature. The new laws go into effect: Florida, July 2023; Tennessee, July 2024; Montana, October 2024; Iowa, January 2025; and ...
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[Playbook] Interfacing Your Imaging System with eSign, LOS, & Other Systems

By Cameron Marks posted 08-24-2023
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Here’s the situation : Your financial institution relies on a variety of technology to ensure efficient commercial lending origination —everything from loan origination systems (LOS) to eSign products. Wouldn’t it be nice if you could automatically extract documents from these systems and move them into the right place in your imaging system? Connecting your document imaging system to other commercial lending tools can accelerate productivity, reduce administrative work and oversights, and create a more scalable lending workflow. This article explores our approach for helping clients create interfaces to achieve these goals. Interfaces Playbook Not every ...
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Realize the Power of AI With Microsoft Syntex & Colligo

By Sarah Gayda posted 08-10-2023
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Curious about Microsoft Syntex and what it could mean for your business? The solution leverages AI to understand, categorize, and extract valuable insights from your content, efficiently processing vast amounts of unstructured data. It's a game-changer for any organization striving to optimize their content management processes. But the innovation doesn't stop there. Syntex is enhanced by Colligo's advanced features such as easy search, metadata management, and secure collaboration. Learn more in our full blog post: Harness the Power of AI with Microsoft Syntex & Colligo
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Exception Tracking Terms that Commercial Lenders Should Know

By Cameron Marks posted 08-09-2023
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Financial institutions looking to expand their commercial loan portfolios must be particularly mindful of the need for efficient and effective exception tracking. However, it can seem like there’s a lot of terminology to know. In this post, we’ll discuss several important exception tracking terms, as defined in Alogent’s banking glossary . What is an Exception? At Alogent, we like to think of an exception as something that requires attention because predefined requirements were not met. For financial institutions, exceptions usually fall into one of the following categories: Incomplete information , such as a loan document with a missing signature ...
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Enterprise Information Management (EIM) Solutions and their Role in Safeguarding Data Privacy at your Financial Institution

By Cameron Marks posted 08-03-2023
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Data privacy remains a top priority for banking leaders across the globe. According to the 2021 Data Breach Investigations Report by Verizon, the financial services industry was the second most targeted industry for large-scale hacks, accounting for 23% of all reported data breaches. Significant financial loss is also a potential outcome, estimated to cost an institution $5.85 million, as noted by IBM in a Data Breach Report. Unfortunately, there isn’t a single solution or tactic that will stop a data breach. Both domestic and international data privacy regulations, such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act ...
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