the secrets of board portal software
Control your documents and finances
A financial institution’s trust department is usually responsible for managing a myriad of important paperwork, including powers of attorney, conservatorship documents and investment portfolios along with banking statements and bill payment. All of these documents are subject to strict compliance rules, which means they need to be monitored and controlled in a systematic manner.
One of the best ways to get your business documents organized is to begin by putting the documents in one place. Then, sort them according to the type (banking insurance, banking, etc.) and then by date (newest to oldest). Once you’ve sorted them, put them in three folders, label them and then put them away for future use or cut them. This will help you save time from looking through old files, and will help you avoid paying for items or services that you already own.
A digital document management system, such as BDS, is a great method of organizing your financial documents. It is easier to find and access your financial data when you keep it in a digital format. Plus, your records are more secure in a digital format than they would be on paper. Contact us today to learn more about how we can enhance your workflow and help you to stay on track.
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