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BankFinancial Corporate Objective Review current policies & procedures Streamline processing

BankFinancial Corporate Objective Review current policies & procedures Streamline processing. Why are we printing documents and imaging them later in back office? Signature Cards ATM/Debit Card Applications ATM/Visa Dispute Forms Change of Ownership W9’s Teller Balance Sheets.

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BankFinancial Corporate Objective Review current policies & procedures Streamline processing

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  1. BankFinancial Corporate Objective • Review current policies & procedures • Streamline processing

  2. Why are we printing documents and imaging them later in back office? • Signature Cards • ATM/Debit Card Applications • ATM/Visa Dispute Forms • Change of Ownership • W9’s • Teller Balance Sheets

  3. Why are we making copies of customer documents just to image them later in back office? • Business Account Documents • Death Certificates • Legal Notices • Letters of Office • ID’s

  4. Let’s Change the Process • “Fill-n-Kill” Move back office functions back to the source • Branches complete requests • Branches audit themselves

  5. Workflow – New Account Packet • Online brochures – always current • Online rate sheet • Preprinted account disclosure • Preprinted check 21 disclosure • Preprinted privacy notice

  6. Workflow – New Account Process Scan drivers license Scan any documentation provided by customer Run eFunds Highlight required fields Setup for electronic channels Documents tied to product types – all eCaptured Sign electronically with a Topaz signature pad Link to Anticipated Activity Transaction Print temporary checks Order checks through DeluxePro Combine Statements

  7. The Solution • New Account Workflow • View document on the screen • Document is stored in IMS • Image is immediately available • No more back office scanning function

  8. THANK YOU Presenter Name Contact information

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