Leading Edge Technology
FileX solutions provide nimble handling for the high volumes of varied documents generated by banks, savings & loans, credit unions, mortgage companies, real estate lending and insurance companies – improving workflow from the head office to branch locations to enhance customer responsiveness. Some key features include:
• Interfaces with core application, teller, loan and deposit origination systems and
any Microsoft Office application
• Converts all types document formats from legal documents to deposit slips
• Document templates, auto-fill, and auto-indexing reduces data entry tasks
• Fully indexed and searchable files
• Password-restricted views down to the document level
• Ability to track and report all activities
• Establish retention date by document type
• Disaster recovery services
• Store files on CD to submit for examinations
“Banking has so many departments. Other systems required us to fit to their cookie-cutter way of doing things. FileX was the one that would fit to our needs. It can do everything you need.”
Stephanie Hodo,
Assistant Vice President of Loan Operations
First State Bank, Waynesboro, Mississippi
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“We are much more responsive to our customers and able to give timely responses to their questions since we have their entire file at our fingertips.”
June Wilkinson Taylor
Wilkinson Insurance Co.
White House, Tennessee
Industries
At First State Bank, FileX speeds files to branch loan offices and improves service to high value banking customers.
Case Study
For Wilkinson Insurance Company, FileX was the solution to keep up with filing without hiring additional staff.
Case Study