Better Engagement
“Banks today are still dealing with paper and shared drives, particularly in departments like Trust and Commercial Banking. The ability to digitize upfront and streamline RM’s access to client information across business silos has not only improved client service but better prepared the bank for increasing audit requirements.”
Enterprise Transformation Group
City National Bank
Responsive
“Working directly with CogniVision senior management has been critical to our success. They understand the problems of a bank our size and have been extremely flexible and responsive throughout our relationship.”
George Leis, President and
Chief Operating Officer
Montecito Bank
Improved Access
“We have tackled the issue of digitizing all our documents with CogniVision. Now we see moving to the cloud as a natural next step to providing secure access to information from anywhere and at anytime. Even post-Covid this need is here to stay”
Dan Banis, EVP – Head of Citizens
Trust Wealth Management and Citizens
Trust Investment Services
Integrating Silos
“With Salesforce on the front-end and FIS Wealth Management as our core trust accounting system, we needed a simple application that would allow our relationship managers the ability to quickly find and view all client documents…CogniVision does that.”
Frank Tabar, SVP, Trust Manager at
Farmers and Merchants Trust Company
Better Engagement
“Banks today are still dealing with paper and shared drives, particularly in departments like Trust and Commercial Banking. The ability to digitize upfront and streamline RM’s access to client information across business silos has not only improved client service but better prepared the bank for increasing audit requirements.”
Enterprise Transformation Group
City National Bank
Responsive
“Working directly with CogniVision senior management has been critical to our success. They understand the problems of a bank our size and have been extremely flexible and responsive throughout our relationship.”
George Leis, President and
Chief Operating Officer
Montecito Bank
Improve Client Relationships and Operations
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Increase relationship manager effectiveness
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Increase operational efficiency
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Facilitate remote work
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Eliminate paper and office space
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Implement compliant processes
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Improve regulatory compliance
10x
Faster search
25%
Increase efficiency
60%
Reduction in imaging costs
40%
Reduction in office space
Ideal for business banking and trust…
In the era of interest margin pressure, bankers need to reduce the time and effort to collect the information necessary to deliver exceptional client service…they need to go fully digital.
A workspace that gets the job done…CogniVision OneView™
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Digitize all documents
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Find and access everything you need… from anywhere
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Navigate your documents with ease
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Collaborate and communicate across lines of business
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Integrate with your core banking systems
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Deliver compliant processes on time
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A workspace that gets the job done…CogniVision®
OneView™
-
-
Digitize all documents
-
Find and access everything you need… from anywhere
-
Navigate your documents with ease
-
Integrate with your core banking systems
-
Collaborate and communicate across lines of business
-
Deliver compliant processes on time
-
Your client’s documents may be anywhere…we bring them all together… simple!
