Better Engagement
“Banks today are still dealing with paper, particularly in departments like Trust. The ability to digitize upfront and streamline our CRM’s access has not only improved client service but better prepared us for increasing audit requirements.”
Steven Long, Senior Vice President
Banking & Investment Services Division
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 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 & Citizens
Trust Investment Services
Integrating Silos
“With Salesforce on the front-end and FIS SunGard as our core banking 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, particularly in departments like Trust. The ability to digitize upfront and streamline our CRM’s access has not only improved client service but better prepared us for increasing audit requirements.”
Steven Long, Senior Vice President
Banking & Investment Services Division
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
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
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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Integrate with your core banking systems
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Deliver compliant processes on time
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Your client’s documents may be anywhere…we bring them all together… simple!
