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Process Management


Process Management:  Business Process Management  |  Document Management  |  Sales Tracking  |  Safe Deposit


Business Process Management


COCC’s Workflow Solution enables financial institutions to model, automate and optimize essential banking processes. Key benefits to this business process management solution are:

Visibility
Model and continually see into operations to increase processing volumes, reduce cycle times, reduce error rates and guarantee adherence to best practices.

Compliance
Establish internal controls and measures while gaining the visibility and audit ability to enforce them.

Agility
Enforce continuous process improvement via real-time activity monitoring with key performance indicators and more responsive exception resolution.

Integration
Present information from multiple back-end systems for process participants (CSRs/Agents/Managers) to view and use.

Accelerated ROI
Unlike other BPM products which require extensive analysis and time consuming modeling, WorkFlow enables users to map business processes dynamically as employees do their jobs. This innovative capability results in more realistic business models based on actual work. With accurate and actionable models in place, financial institutions experience accelerated deployment and return on investment.

WorkFlow can be used for automating general, every-day processes such as expense reports, correspondence tracking, IT procurement, or new employee on-boarding, as well as, core processes such as claims administration, new account processing and trade execution.

 

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Document Management


COCC provides rapid access to the full breadth of your institution's documents. This system improves the bottom line with increased efficiency and reduced risk by meeting higher standards for compliance and business continuity. Security is built into our document archive with data encryption, document retention policies, and records management and storage.

Click Once Convenience
The Document Management suite is web-centric, giving you "click once" convenience that's easy to deploy across your department or enterprise. The document repository monitors incoming media and automatically populates retrieval indexes and supports embedded bar codes. Scanned documents, Word files, Excel spreadsheets, PDF, picture, audio and video files are immediately accessible from authorized workstations throughout your institution.

Imaging Software
Document imaging software is a high-speed scan and workflow application. It offers barcode technology and user-defined, automated indexing. An enterprise report management software provides full-text search, retrieval, and archival software for computer-generated reports.

Tracking Solutions
To maintain compliance and assist in audits, tracking software offers reminder notices, status, and exception reporting. An eSignature software electronically signs applications, contract forms, legal agreements and more. All applications are seamlessly integrated.

 

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Document Management


Sales Tracking


Focus your institution on sales with enterprise sales management from COCC.

Sales Management gives your staff consistent sales tracking information plus extensive tools to analyze sales results. The combination of tracking and analysis functions makes Sales Management a powerful performance coaching tool within financial institutions.

COCC Sales Management Gives You:

  • Greater accuracy because every referral and sales event is tracked automatically. The consistency of automated referral and sales tracking information raises your sales teams’ confidence in their sales results.

  • Faster feedback to help your sales staff adjust to new situations and improve results. Financial institutions can also reward those responsible for sales gains more promptly.

  • Data ‘dashboards’ and other graphic analysis tools to help compare branch and staff performance.

  • Integration with the full breadth of COCC banking systems for maximum efficiency and results.

COCC Sales Management also provides multiple options for incentive plans for sales, referrals, team, managers, and bonuses.

 

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Safe Deposit


Automation simplifies the management of safe deposit boxes; advanced technology enables financial institutions to include this service in the overall customer relationship. Safe deposit contracts and access receipts can be fully incorporated onto electronic forms to streamline box opening and improve the customer experience.

Payments made at the teller line are automatically posted to the designated general ledger account, reducing teller-processing time. If the customer/member prefers, payments can be automated for maximum convenience. Reports and billing notices are automatically produced and distributed as part of nightly production.

Among the reports available for monitoring and marketing purposes are:

  • Safe Deposit Activity

  • New Safe Deposit Customers

  • Escheating

  • Closing Safe Deposit Customers

  • Inventory

  • Delinquents

  • Wait List with the ability to notify the customer.

The Safe Deposit module is fully supported by COCC’s Technical Service specialists who work closely with your institution to set up the module, provide system documentation training classes, and support the product on a day-to-day basis.

 

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