Industry solutions

Industry solutions


Our solutions for the finance industry help you reduce costs, optimize business processes and improve customer service.

TAB works with most of the largest North American financial institutions, and we are proud of our long-standing relationships with hundreds of credit unions and community banks.

Optimize loan operations and other paper-based processes

Let us streamline your business processes to increase the efficiency and accuracy of your operations. Our loan vault solutions will help you process more loans, more quickly and more accurately.

Minimize information management costs

Our outsourcing solutions can help you reduce the costs of managing records and information. We can also help you trim onsite and offsite document storage costs, including box-storage services.

Go digital

To help with your digital transformation, we can help you develop and implement electronic workflows, manage large-scale digitization projects and deploy effective change management strategies.

Navigate mergers & acquisitions

We can help you facilitate a timely due diligence process and tackle the challenges of onboarding newly acquired loan documents and other files.

Improve customer services

Our solutions make information easy to find and easy to access. Give your front-line staff instant access to customer records, from any location.

Manage risk and maintain compliance

Apply proven policies and approaches to meet financial industry compliance requirements. Track all of your information, regardless of format or location.

BankUnited file conversion case study

BankUnited: a whirlwind file conversion

See how TAB helped Bank United demonstrate compliance and manage risk.

View Case study

Get in touch to learn more about our solutions for financial services organizations.

Email Us

or call 1-888-466-8228