Turning an IT Cost Center into an Income Center: How Cabrillo Credit Union is leveraging paperless technology

(October 21, 2014) — Recent innovations in document imaging and electronic signature now empower credit unions to improve their operations and member service levels while reducing costs through enhanced workflow, automation, and integration capabilities.

This 50 minute session features Cabrillo Credit Union, Bluepoint Solutions, and DocuSign and showcases how Cabrillo successfully completed a strategic initiative to meet its business goals including recapturing wasted employee time and redirecting resources to focus on serving member needs.

You will learn how to:

  • Create a strategic plan that incorporates multiple information systems
  • Improve productivity through automated scanning, archiving and retrieval
  • Enhance member satisfaction by leveraging electronic signature
  • Develop the right criteria for system selection
  • Avoid common pitfalls when selecting new systems

Click here to watch it now.

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