Case Study

Increased Loan Activity Drives Need For Improved Filing Systems.

Increased Loan Activity Drives Need For Improved Filing Systems.

CHALLENGE ? When Rockland Trust, a century-old financial institution and one of southeastern Massachusetts largest independent commercial banks with more than 50 locations, experienced rapid growth in commercial and consumer loan activity, they realized they needed to gain better control over their 60,000 and growing record inventory and maximize the utilization of their existing space. The current file inventory was managed manually and stored in more than 60 file cabinets and boxes throughout the facility, taking up valuable work space, compromising regulatory compliance and reducing the overall level of control over critical company data. In addition, files were frequently misplaced or misfiled, and file requests and retrievals were time consuming and inefficient. SOLUTION ? The New Eng

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