Highly Visual
Farmers and Merchants Trust was expanding branches. Paper files were no longer an option for Trust as client managers needed to access files from any location. CogniVision made it easy to go digital with a highly visual user and search experience that made finding documents and information easy.
Challenges:
• Growth to multiple locations
• Eliminating all paper for BCP
• Complex, non-standard documents
• Remote work during Covid
• Remote audit requirements
Results:
• Employees could work from any location
• Eliminated all paper in files
• Easily find the right pages in large/complex documents
Integrations:
• FIS TrustDesk
• Salesforce
• DocuSign