eDOC Leadership and Board of Directors

Consulting Services

Over the past years, throughout the course of normal business, we see that the credit union clients we service do not have the understanding and skill sets to cope with the changing technological, social and economic landscape associated with electronic documents. Time and again we observe electronic document tactics strewn together without consideration for each other.

We also have observed that credit unions acknowledge that the tactics they have been using aren’t working well but they just don’t know where tobegin. They languish about making recommendations to their boards for investment without the confidence that the results and ROI will follow. Exacerbating this is the plethora of vendors that stand ready to sell them one off tactics and solutions without addressing the needs of the organization as a whole. Finally, we witness an absence of critical technologies and process in general. Without these efficiencies, credit unions cannot easily retain members and go on to attract new business.

The consulting team will help your credit union create a roadmap with a solid plan on leveraging electronic document tactics where results will produce higher operational efficiencies, lead to cost savings, and improved member retention and new business opportunities.

  • Professional Services –  Our e la carte program offers additional support services not currently included in your support agreement. Dedicated to the highest level of client service, eDOC Innovations’ historical 85% same day resolution rate speaks for itself and is highly rated among our owners and peers.
  • Training – eDOC offers intensive training on all our solution. Have change in staff? Need refresher training? Not current on new releases? The training team at eDOC is ready to help.