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Case Studies - Financial Institutions

DocFinity document management and workflow software has some of its earliest roots in the financial industry. From banks and savings & loans through credit unions and mortgage companies, DocFinity software has helped financial institutions to improve their business performance and customer service with better information management, helping them to gain and retain a competitive footing in the marketplace.

• Ambler Savings & Loan
• Capital Analysts Incorporated
• The Co-operative Group (tCG) - OIT’s DocFinity® Suite Provides Retail Group with EDM System
• Connecticut Student Loan Foundation
• Delaware Investments - Managing Billions a Day with OIT’s DocFinity® Document Management Solution
• Kinecta Federal Credit Union - Cutting Costs Through Eliminating Third-Party Vendor Use
• TD Waterhouse - Internet Document Management Helps Canadian Bank Achieve Cost Savings and Better Response Time
• Truliant Federal Credit Union

If you would like to discuss your institution’s needs and how we can help, contact us.