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Published byChristina Weaver Modified over 9 years ago
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BankFinancial Corporate Objective Review current policies & procedures Streamline processing
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Why are we printing documents and imaging them later in back office? Signature Cards ATM/Debit Card Applications ATM/Visa Dispute Forms Change of Ownership W9’s Teller Balance Sheets
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Why are we making copies of customer documents just to image them later in back office? Business Account Documents Death Certificates Legal Notices Letters of Office ID’s
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Let’s Change the Process “Fill-n-Kill” Move back office functions back to the source Branches complete requests Branches audit themselves
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Workflow – New Account Packet Online brochures – always current Online rate sheet Preprinted account disclosure Preprinted check 21 disclosure Preprinted privacy notice
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Workflow – New Account Process Scan drivers license Scan any documentation provided by customer Run eFunds Highlight required fields Setup for electronic channels Documents tied to product types – all eCaptured Sign electronically with a Topaz signature pad Link to Anticipated Activity Transaction Print temporary checks Order checks through DeluxePro Combine Statements
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The Solution New Account Workflow View document on the screen Document is stored in IMS Image is immediately available No more back office scanning function
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