Services

Consulting Services
Data Conversion

Consulting

As financial institutions, credit union expertise is often centered around providing the best in financial services products. A few may have employed technical staff that manage their technology needs, map their strategies, and apply updates to their eDOC systems. However, there are several others who, due to constraints, are simply unable to cope with the changing and challenging technological, social, and economic landscape associated with electronic documents, resulting in electronic document tactics strewn together often overlooking the overall impact of such strategy.

 

Still others may understand that the tactics they have today aren’t working well but just aren’t sure where to even begin addressing the issues. They languish about making recommendations to their boards for investment without the confidence that 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, with the absence of efficiencies, critical technologies, and process in general, credit unions find themselves unable to easily retain members or to attract new business.

 

The consulting team will help you create a roadmap and plan for the credit union on how to leverage electronic document tactics that will promote a culture and philosophy for your credit union. By achieving a culture and philosophy, you will enjoy higher operational efficiencies and increased accuracy that will lead to cost savings, 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 customer 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 a change in staff? Need refresher training? Not current on new releases? The training team at eDOC is ready to help.

Data Conversion

No need to support multiple systems. Maintain legacy hardware, software and exposure to potential catastrophic data loss. eDOC has extensive experience conducting data conversions from a wide variety of systems and hardware.

Below is a list of systems that we have successfully converted in just the last 3 years!

  • Legato/ EMC / OTG
  • Laser Fiche
  • DMS
  • COWWW
  • Nautilus
  • Hyland OnBase
  • DSave
  • StreamLend
  • And many more!

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Additional Support Services

Our e la carte program offers additional support services not currently included in your support agreement. Dedicated to the highest level of customer service, eDOC Innovations’ historical 85% same day resolution rate speaks for itself and is highly rated among our owners and peers.

 

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