Beyond attendee participation and feedback, topics of interest will be industry environment and the technology, features and tools that make eDOC management software the way to 1) increase valuable member services, 2) increase the management team’s ability control the CU’s data, 3) reduce costs and gain expertise, and, ultimately, 4) grow membership numbers to secure the organization’s competitive future.

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Bret Weekes, President/CEO of eDOC Innovations remarked, In these unprecedented times, we believe we must continue to promote development and collaboration within our industry. Im optimistic in eDOCs ability to bring solutions to credit unions that can promote collaboration and assist them in building their business. This release introduces many enhancements in automation, audit reporting and increased security controls. As credit unions continue to grow their own e-Document Strategy, it is ever more important that we as their peer address the concerns they have regarding compliance and security. We continue our commitment to our owners and peers to ensure the systems they utilize stay ahead of the compliance curve, continues Weekes.

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Bret Weekes, President/CEO of eDOC Innovations remarked, “In these unprecedented times, we believe we must continue to promote development and collaboration within our industry. I’m optimistic in eDOC’s ability to bring solutions to credit unions that can promote collaboration and assist them in building their business.” This release introduces many enhancements in automation, audit reporting and increased security controls. “As credit unions continue to grow their own e-Document Strategy, it is ever more important that we as their peer address the concerns they have regarding compliance and security. We continue our commitment to our owners and peers to ensure the systems they utilize stay ahead of the compliance curve,” continues Weekes.

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According to Stephen Broadbent, Information Technology Specialist at Martin FCU, “The assistance we received from the eDOC team was fantastic. Their efforts enabled us to focus on other aspects of the conversion, allowing us to have a smooth transition. We could not have done it without them.” He continued by saying the highly recommends clients going through a change in data processors to utilize services provided by eDOC Innovations during a conversion.

Mark Fierro, Manager of Installations at eDOC says, “It is always a pleasure to have positive feedback from our clients. It also demonstrates the value of our professional services when we are contracted to be onsite for these engagements.”

“A credit union’s e-document strategy is one that must be able to span across changes in core processing strategies. We are committed to ensuring our credit union owners and peers have complete support in any system change they experience,” comments Bret Weekes, President and CEO at eDOC Innovations. “We see more and more credit unions recognize that having a nimble e-document strategy protects the interests of the credit union and ensures ownership of critical and irreplaceable documents. These are documents that a credit union has to have access to, even after a change core processing providers — it isn’t a situation the credit union can just change a relationship and start over,” continues Weekes.

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At its 2007 Annual Leadership Event, CU*Answers and eDOC Innovations (EDI) announced that as part of its new partnership, a primary goal would be to ensure that every credit union would be able to afford, manage and participate in e-document technology. During the past several months, both e-Receipts and Photo ID capture have been fully integrated into the CU*BASE system. Now e-Documents are within the reach of every client using the CU*BASE processing system.

CU*Answers claims that today, 78 branches with 1,010 terminals are using these EDI tools to capture electronic receipts with signatures and archiving them for later retrieval, and scanning driver’s licenses for later identification of members. Image files are stored electronically with the click of a button.

Data is then encrypted and archived in a remote, secure database housed at the CU*Answers data center. The data is organized and indexed in a variety of ways so that the images can be accessed easily by credit unions employees. Additionally, testing is already underway to include electronic loan forms and other account related documents through CU*BASE and EDI tools.

As part of the CU*Answers/ EDI shared investment for the ASP solution, the up-front cost for clients to implement this solution is extremely minimal as compared to an in-house, self-managed solution. CU*BASE clients are only responsible for purchasing required hardware, a one-time installation fee, and travel expenses for the installation. The ASP model also eliminates the day-to-day management and operational costs for maintaining a server environment normally associated with implementing this technology.

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