Enhance operations through automation to process new members and provide a paper-free
experience.
ACCOUNT ORIGINATION
Replace paperwork with secure electronic data so employees can enter required financial information into simple on-screen forms without leaving the customer’s sight. Signatures can be captured digitally, and important data can be scanned, stored and linked to each customer’s account.
AUDIT AND COMPLIANCE
Give internal managers and external auditors quick access to the records they need, reducing billable hours during audits. Stay ahead of new regulations as you revise your document management policies - knowing your system automatically records every time a document is accessed, viewed, edited or acted upon. Ensure that industry compliance standards are met and avoid costly penalties for non-compliance.
FRAUD INVESTIGATION
Control revisions and instantly track changes applying consistent user rights and privileges. By automating the retention of essential documents, you have control over the workflow of your information and avoid loss or mishandled documents within your process.
CARD SERVICES
Track every customer interaction and empower your team to instantly see all relevant documents to answer questions more quickly. Use these better business tools to create additional sales opportunities, retain customer loyalty, and strengthen business relationships. Enable your manager to see real-time process statistics to identify bottlenecks and prevent problems.
MEMBER SERVICES
Automation and compliance tools help to ensure that programs are in compliance with rules and regulations for program enrollment and eligibility. Utilize digital record management tools to easily organize and access member information.
OPERATIONS
Improve processes for your Human Resources and Accounting teams by replacing paper with digital information. Automate workflows, manage recruitment/onboarding and integrate financial processes seamlessly for Accounts Payable, Accounts Receivable, Human Resources, and Contract Management.
