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ExpressOS™ Document Management

The Business Challenge

Lenders need efficient processing and dedicated maintenance of all the business they have worked so hard to win. Too many manual post credit decision processes can be cumbersome, requiring a large, expensive administration staff—and the additional high costs of duplication, paper storage and human error. Ready access to current and accurate customer information is an essential part of delivering excellence in customer service.

The ExpressOS™ Solution

Using the ExpressOS™ Document Management module—a subsystem of Cyence International’s industry-leading ExpressOS™ financial workflow system—organizations can collect information from diverse locations and use it to build and populate custom documentation.

From sales staff to legal advisors, anyone who is integral to the business transaction can collaborate from anywhere, at any time, to design business documents with customer-specific terms and conditions. Complex contracts that once took weeks to develop can now be prepared in less than a day.

KEY FEATURES

  • Document creation
  • Document library
  • Document imaging
  • Bar coding
  • Faxing
  • Pre-populated documentation
  • Version tracking
  • User-defined templates
  • Secure document printing with Adobe Acrobat Reader
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