Kick Back Like Kenny Chesney This Summer

Summertime means baseball games, lazy days at the pool, and the annual Kenny Chesney stadium concert tour. For those of you who aren’t self-proclaimed country fans like I am, you’re missing an amazing summer staple if you haven’t been to one of Chesney’s shows. He sings about the freedom of bare feet, cheap shades, and carefree summer nights.

However, this summertime imagery may feel like an impossible dream for you and your employees, unless you’re using the right technology at your credit union. A walk through Chesney’s playlist can help get your credit union on the right path for a stress-free summer.


There’s paper overload in all financial institutions. Historically, most credit unions looked at document management or enterprise content management (ECM) just for imaging, so they could reclaim storage costs by digitizing documents. But there’s so much more you can do than simply scanning, storing and retrieving signature cards and loan applications.

“The Good Stuff”

ECM isn’t just about managing documents. It’s about how credit unions manage their processes to deliver better member service. Look at the lending process. Even the best imaging technology doesn’t get rid of the costs and slow processes that go along with day-to-day business operations.

Fortunately, you can use ECM to improve processes by integrating with your core banking platform, loan origination system, and even your e-signature solution – giving those systems the ability to communicate and share information.

“You Save Me”

ECM users are able to access documents when and where they need them, whether it’s directly from a loan origination system, a virtual e-folder, or a smartphone. Need to get a credit score or other data from a third-party web-based system before you can process a loan? ECM with electronic workflow not only automatically retrieves it, but then routes all required information to the right underwriter.

With ECM, you can automate virtually any manual, time-consuming process in your paper-based world. No more lost or misfiled documents. No more shipping paper loan files between offices. No more worries about disaster recovery. No more stressing over an audit when you should be barbequing with your buddies.

“Feel Like a Rock Star”

The key is to think about ECM as a technology to leverage across the entire credit union to automate and streamline processes from loan origination to new employee onboarding. If your credit union has already invested in a solution, the next step is to explore how to leverage that existing technology across your entire credit union to increase information access and communication enterprise-wide.


A fully integrated document management or ECM solution helps your credit union by decreasing your dependence on paper, automating processes, and allowing instant access to information. That means you can enjoy some summer nights with friends and family – without obsessing over evolving regulations or worrying whether you’re set up to provide the best service possible. You can kick back and enjoy summer.

Michelle Harbinak Shapiro

Michelle Harbinak Shapiro

Michelle Shapiro has more than a 15 years of experience in the banking industry to her role as Financial Services Industry Expert at Hyland Software. Her mission is to share ... Web: Details