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From loan documents to investment files to HR records – banks and credit unions are digitizing their paper files in greater and greater numbers. This is reflected in the projects we have been working on for the past few years, and the rise of document imaging RFIs and RFPs hitting the North American market.
Our blog post explores the reasons for the trend and why it matters.
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Every successful document imaging project starts with a comprehensive plan.
This template provides a framework to help you build out your own imaging plan. Packed with tips and guidance on how to complete each section, the template helps ensure that you don’t overlook anything, and that you have considered the key factors before you embark on your project. |
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TAB has completed countless successful document imaging projects and our experts can help determine if document imaging is right for your financial institution. If you need help carrying out your document imaging project, TAB can provide assistance with planning, scanning, project management, and more.
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Canada