CSPI Concepts and Goals
Our goal is to provide financial institutions an
affordable solution to deposit and loan document
imaging and tracking. Our dual purpose software is
designed to cover a wide variety of issues associated
with loans and deposits, and is customizable to meet
internal audit controls defined by your institution.
EDM Image Technology
Conventional document tracking systems require
you to manually enter the information you need
to track, and were not designed to handle the
explosion of tracking requirements in today's
environment. These conventional systems often
have limited reporting capability, and do not deal
with the requirements for compliance and
risk management.
The result is that a new innovative approach is
required to solve the requirements of today's highly
regulated industry.
Imaging Solutions
The solution to manual data entry is to have
a software system that consistently tracks all
document requirements, and automatically logs
them in as part of a scanning operation. EDM does
this and much more.
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Below are more features EDM has to offer.
Independent Tracking System
EDM tracks all documentation requirements for
both loans and deposit accounts. The system
handles initial and recurring requirements, creates
notices for documents that are due or past due,
and does all of the complex reporting required.
Automated Indexing
EDM tracks all documents, which allows you to
automatically index documents into the document
imaging system.
Automated Customer Notices
EDM automatically generates notices in letter
form. Any number of notices can be generated
to customers and internal personnel through
automated customer notices.
Comprehensive Reporting
EDM automatically creates reports in any desired
layout, with whatever information is needed.
Reports can be printed or viewed online. Each
loan officer can have their technical exception
list available.
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