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Peoples Credit Union Building a Paperless Future

January 19, 2015

Peoples CUThe People’s Credit Union is a community credit union that has served the people of Rhode Island since 1922. Located in Rhode Island, Peoples has six branch locations.  Each branch uses iDentifi.eSign to capture electronic signatures for transactions, new accounts and account maintenance.  The Credit Union uses iDentifi.eReceipt for electronic transaction processing, iDentifi.Trak for monitoring required documents and iDentifi workflows for efficient and streamlined verification and quality control.

The Credit Union uses Pax units for eSign processing on the teller line and Topaz units for new account processing.  Currently, electronic signatures are used for all over-the-counter teller transactions as well as all deposit related documents, such as, new consumer and business account signature cards, safe deposit box agreements, account maintenance forms, IRA administration documents, ATM/Debit Card agreements and so much more.

The eSign functionality has brought many benefits to the Credit Union including increased operational efficiency, stronger controls and security, enhanced member service and a decrease in our operational tasks and costs.

Tellers are able to process transactions faster, with minimal paper to clutter their teller stations.  Documents are automatically uploaded to the iDentifi web system reducing the possibility of getting misplaced while complementing our clean desk policy.

Teller and new account staff now have instant access to member and account documents and our research requests are now completed in just a few minutes whereas before, staff had to wait (sometimes days) while operations staff sifted through paper files that were locked in vaults and file cabinets.

In addition, now that we have streamlined operations and eliminated the need for filing paper documents, the Credit Union is able to take on more strategic projects without having to hire new staff to support these goals.   Bethany Cottrell, Core Systems Manager, People’s Credit Union

The eReceipt functionality enables the Credit Union to process member transactions quickly, securely and efficiently.  Electronic receipts are automatically stored to the iDentifi web system.  If a member needs a copy, tellers can quickly and easily pull and print copies of receipts.  Receipts processed through the drive-up include a barcode and are quickly and easily scanned into document storage as part of the tellers everyday process.  The eReceipt module is easily customizable which allowed the Credit Union to choose which transactions require an eReceipt and which do not.

The iDentifi system provided the Credit Union with customizable and easy to use security and retention tools.  Access has been limited to only those individuals that have a business need, including auditors who may need access to very specific documents for auditing purposes.  In addition, People’s has set very detailed retention schedules eliminating the need to manually track documents that need to be securely destroyed.

The People’s Credit Union also utilizes iDentifi workflows for both quality control purposes and approvals of any scanned loan documents and deposit related eSign documents.  Documents are automatically placed in the beginning stage of the work flow.  Operational staff are able to easily move documents throughout each step of the workflow process until all documents are completed and approved.  Users use the sticky note feature to notate any comments or approvals.

iDentifi.Trak is the newest module that the Credit Union has added to its processes.   iDentifi.Trak allows the Credit Union to monitor specific documents to ensure they have been loaded into the iDentifi system.  Our operations staff use the robust reporting that is included in the iDentifi.Trak system to monitor pending items and exceptions.  On a regular basis, the iDentifi system looks to see if any missing documents have been added to the system to automatically clear out any exceptions.

Over the next year or so, People’s Credit Union hopes to expand eSign to all loan related documents.  This will be the last accomplishment in our goal of converting to a paperless environment.

The iDentifi.Net ECM Suite from Integra Business Systems, Inc. provides document management solutions addressing today’s challenging needs for ROI, secure storage of documents and information; while aiding you with regulatory and compliance issues.

We’re Celebrating the Holiday Season with Santa!

December 19, 2014

We couldn’t do it without you! We’re celebrating the Holidays with Santa, as another successful year, 2014 comes to a close.  We are reminded once again, our greatest achievement is the relationships we have developed over the years with you, our customers, our partners, our employees and our friends, of which most are synonymous.  Thank you! 

Please enjoy a relaxing, peaceful and safe holiday season and don’t forget to celebrate like Santa!

Seasons Greetings from Integra Business Systems, Inc.

MFPs Go Paperless with iDentifi.net

July 31, 2014

Not just a paper pushing toner eating machine anymore. Make MFPs work for you to move towards a paperless environment.

 

Integra a Sponsor for the GTE Financial Charitable Foundation’s Scholarship Scramble

May 21, 2014
GTE Golf Kevin Lisa Chad and Chris

Kevin, Lisa, Chad, and Chris

To benefit the GTE Financial Scholarship Foundation: Making Higher Education a Reality, One Putt at a Time.

Last year’s inaugural Scholarship Scramble tournament allowed GTE’s Scholarship Foundation to award 24 scholarships to really deserving local students. This year our goal is to give 50 scholarships to local students who are dedicated to their education and community.

Chris Oppenheimer, AVP Support at Integra Business Systems observed, ” The entire event was tremendous!   The cocktail reception party included live music by a American Idol contestant who sang beautifully, wonderful food and a fantastic firework show.  They kicked off the Golf outing with the USF Marching Band and Majorettes.  Each hole had a festive theme and was sponsored by different companies/vendors.   They had St Patties Day hole including a Bag Piper,  Mexican Cinco De Mayo hole including an Ass (Burro), Pirate Ship with Pirates and Wenches, Summer Beach Spring Break hole with a pool, Oktoberfest Beer tasting, 4th of July with a marshmallow driving competition, a X-Mas Hole that you could win a free car.   The day was capped off with banquet and an awards program including an assortment of prizes.”

What the GTE Financial scholarship recipients are saying:

Kelly, a 2013 GTE scholarship recipient “I think it’s extremely important to give back to your community so that others may have the opportunity to benefit from your gift. Through this gift, others may have the opportunity to pay it forward.”  And Emily, another scholarship winner “This scholarship is like a blessing. I have a lot on my plate as a double major, and this money will allow me to take an additional volunteer position which means so much to me.”

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Team iDentifi Continues to Roll in the Battle to Beat MS in this Year’s bikeMS 2014

April 19, 2014

While the team only sported 13 riders this year, we kept with the tradition of our ongoing excellence in raising awareness for MS by raising nearly $20,000 in donations, an average of nearly $1,500 per rider.  We’re not done yet!  You can still choose a rider to donate to on the Team iDentifi bikeMS page.  http://main.nationalmssociety.org/goto/team_identifi_2014

What struck me most was the returning loyalty and generosity of our riders, family and friends.  Year after year they reach deep into their hearts and their pocket books to help Team iDentifi raise funds to beat MS and to participate in the annual bikeMS fundraising event.

Below the photo galery is our progress report for you.  Thank you for your continued support!

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Tem iDentifi Progress Report

Tem iDentifi Progress Report

 

Integra participates in Feed the Bay 2014

March 22, 2014
IBS Logo from the Implementation Group

IBS Logo from the Implementation Group

Integra Business Systems, Inc. Professional Services Group (PSG) teamed up with the Support Group (SG) to challenge a team made up of the Development Group (DG) and last but not least, a team made up of the Implementation Group (IG) to participate in a canned/boxed good sculpture challenge.

The challenge was created by Christie Russell, Manager of the Professional Services Group to help support an upcoming event by the Feed the Bay Charitable Foundation, of which she is actively involved.

The Feed the Bay 2014 Event  is coming on 3/23.   This event is used to stock up on food for many homeless and food pantry organizations around the Tampa Bay area.

The challenge to Integra employees to bring some canned goods and then each team prepared a sculpture with the canned goods received.   The sculptures were built in the offices of the various teams and are pictured here.

Sculptures needed to be completed by  1 PM on March 21st and were to be delivered to Feed the Bay on March 23rd.

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S3 Deploys iDentifi ECM Suite of Products for Document Imaging, eSignature and Document Tracking

February 20, 2014

Open Technology Solutions (OTS) is the CUSO for Bethpage Federal Credit Union, Bellco and SECU, which have over $10.5 billion in combined assets.

The three partner Credit Unions are supported by a centralized Operations Center called S3 – Shared Service Solutions, LLC.  Each Credit Union has their own iDentifi Server running on their network.

Scan stations are located at S3, to assist in making correspondence available in one business day.  Multi-function printers are also used to scan general mail (including loan payments, collections, insurance, etc.) totaling over thousands of documents per week across all three Credit Unions.  This has made the elimination of Mail/Courier service possible.

Bethpage and Bellco are running the iDentifi.WEB repository with hundreds of users employing electronic signature, e-receipt, scan stations and E-Report.  Bellco and SECU also run the iDentifi.Trak module to avoid audit exceptions.  Tracking includes automatic e-mail notifications and reports when documents are pending or in exception.  Exceptions are automatically cleared when documents are added into the iDentifi.WEB repository.  If documents are recurring; ticklers are automatically reset at the point of recurrence.

E-Receipt (for paperless receipts) works with signature pads, as well as with Ingencio and Pax units at the teller, which interface with the Verifast Solution from Fiserv/Open Solutions Inc.  This one unit can be used for swiping and signature.  The Credit Unions are using the dual logo feature of e-Receipt for shared branch transactions.

All three credit unions are using e-sign for loan documents and new account signature cards.  Documents are scanned with automatic indexing provided through barcodes that integrate with core by reading the core data file for indexing.

It is ideal to have one central repository for all your information.  The iDentifi.WEB repository imports the following automatically:

  • Velocity and Empower Loan Documents
  • XDI Akcelerant Collection Notices
  • IRA Documents

Information can be accessed through Fiserv/Open Solutions DNA Core, or directly through the KWYK (Key What You Know) search engine which is part of the .NET iDentifi.WEB repository.

E-Report is not just limited to the downloaded Fiserv/Open Solutions reports, but also includes auto indexing of Elan Reports, WITS (wire transfer reports from Pathfinder), FDR Reports, IS Reports, ERAS Reports, Fidelity Reports, Co-Op reports and abandoned property reports.  Conversions can be supported from the legacy systems; Synergy, DocStar, Spoolview and Aace.

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