Banking Document Management

Bank and Credit Union Document Management allows your organization to file and share your matters at the click of a button.

Both Banking Document Management and Credit Union Document Management allow your staff to access their account files from anywhere in the world. Not only can your staff access documents from anywhere, but they will also have full document version control and mark-up ability.

Using PinPoint Document Management Software Workflow and Account Management are built-in and ready to access. Your system will notify you and other staff when action is needed. PinPoint was built to make your staff’s everyday tasks as simple as possible, allowing you to save money and resources. Built-in forms processing is built-in to the system as well for filling and filing forms.

Built-in On-Boarding can notify you of missing files needed for a loan or other transactions.

Program Keypoints

  • Quick and easy implementation.
  • File directly from MS Office Suite.
  • Built-in automation to file critical documents, with easy retrieval of information.
  • PinPoint delivers easy access to information with a centralized document management repository.
  • Workflow and reminders to insure completion on-time.
  • Improved QA tools to organize your firm’s documents safely and securely.
  • Easily file documents from within your business applications.
  • Version control and history tracking.
  • Store any type of Account files with full security and history trail.
  • Simplify file search efforts including full text content and metadata.
  • Easily file emails and their attachments with one click from Outlook.
  • Easy to use look-up screens to retrieve case and matter data.
  • Drag and drop any file type to your case and matter folders.
  • Definable ways to classify, describe and organize client documents.
  • Ability to reference files to multiple folders.
  • Check-In/Check-Out with version management.
  • Client Portal enables Web access to documents for external parties.
  • Customers can fill out forms directly into your PinPoint Document Management Software.

Additional Resources

  • Project Manager assigned to your organization for One-On-One implementation.
  • System is defined to match all your information elements you need for each Matter with Legal Document Management.
  • Load your previous electronic files automatically with full search ability.
  • Automatically updates to new versions of the software.
  • On-going support & training always. We do NOT outsource, so you are always working with a PinPoint Banking Document Management Project Manager.
  • Ability to quickly send documents for signatures and seamless retrieval.
  • Integrate with QuickBooks, Great Plains, Sales Force, Sharepoint, MS Office, OneDrive, Needles, etc…..
  • Access from any location using any device
  • Audit log reporting for complete compliancy.
  • Complete API as well for use if needed.