Document Management
Key Stakeholders: Executive Team, Lending Team, Deposits Team, Operations Team
Centralized Document Storage and Access
BankPoint offers a robust document management solution that simplifies document storage and retrieval across multiple departments. With BankPoint, users can easily:
View documents at various levels, including loans, customers, collateral, deposits, and more
Seamlessly interface with popular banking imaging systems, including JHA Synergy, FIS FCM, Fiserv Director, and Hyland Onbase
Provide users with a unified document viewing experience
Simplify document retrieval without the need for cumbersome keywords and indexes
Access documents effortlessly across your entire enterprise
Whether documents are stored directly in BankPoint or in your existing imaging platform, users enjoy a consistent, intuitive experience.
Streamlined Document Collection
Efficient document collection is crucial for smooth banking operations. BankPoint simplifies this process with DocuPoint, our secure online Document Portal for customers and third parties. Benefits include:
Customizable document requests sent directly to relevant parties
Automatic virus scanning for enhanced security
A review queue for document acceptance, enhancing quality and accuracy
Seamless storage of uploaded documents into the BankPoint system or external imaging systems
Document Onboarding
BankPoint addresses the challenge of managing documents during the origination and onboarding phases:
Secure storage of documents before account creation
Integration with origination processes for loans, deposits, and other products
Integrated e-Signatures
Automatic storage of documents to backend imaging systems after account opening
Approval and collection workflows
Elimination of risky temporary storage solutions like shared drives
Automated Reporting Requirements
Compliance with loan covenants and document retention policies is simplified with BankPoint’s Reporting Requirements module:
By leveraging BankPoint’s comprehensive document management capabilities, your institution can streamline operations, enhance compliance, and provide a superior experience for both staff and customers.
Creation of customizable document checklists for various business lines
Automated tracking of required documents
Regular document refresh reminders
Workflow automation for document collection and updates
Comprehensive oversight of document statuses and deadlines
This module ensures that your institution always has the right documents on file, updated at the right intervals, improving compliance and reducing risk.By leveraging BankPoint’s comprehensive document management capabilities, your institution can streamline operations, enhance compliance, and provide a superior experience for both staff and customers.
