IMM’s Professional Services Helps Island Federal Credit Union Elevate Technology Investment
Island Federal Credit Union credits IMM’s professional services team for identifying ways to acquire additional value from its eSignature environment.
Hauppauge, N.Y.-based Island FCU has long enjoyed the benefits of IMM’s document presentment and eSignature platform. Following a recent on-site consulting engagement at the credit union, IMM is helping the organization realize expanded efficiencies from eSignature technology and assisting Island FCU in enhancing member transaction experiences.
“We have been an IMM customer for many years and the company has proven that it doesn’t install a product and leave the rest to us. IMM provides ongoing support to ensure we’re getting the most out of our investment,” explained Craig Booth, vice president and CIO of Island Federal Credit Union. “This exercise gives us confidence that we are using the technology to its fullest, and is something we consider a must at least every two years. During the on-site installation analysis and review, IMM’s consultants highlighted best practices that we could leverage or apply to new areas.”
Following Island FCU’s analysis, IMM’s professional service consultants prioritized recommendations and proposed a timeline for system enhancements, integrations and use cases. Among the recommendations already in motion, IMM is working with the credit union to replace manual document selection with intuitive document selection, which uses core data to auto select the appropriate documents required for specific transactions. This results in faster timeframes and fewer errors.
Additionally, Island FCU gained a stronger understanding of IMM’s tracking report capabilities, which are now being used to electronically monitor archived and deleted sessions, eliminating the possibility of lost documents. As another result of the analysis, Island FCU chose to deploy IMM’s remote eSignature solution and also has plans to implement IMM’s eWorkflow solution to facilitate better control of eSignature transactions. Lastly, Island FCU is considering the deployment of tablet capabilities as an extension to its current in-branch eSignature environment.
“With a combined 42 years in financial services and fintech, our consulting team is uniquely equipped to help banks and credit unions uncover new ways to ease daily processes or compliance requirements with IMM technology,” said Michael Ball, VP of Markets & Strategy at IMM. “These sessions can also serve as refresher training, or even be conducted as specialized training for new employees. Providing routine check-ins is a cornerstone of our business and key to developing successful, lasting partnerships with the banks and credit unions leveraging our suite of eTransaction automation services.”
IMM provides complete eTransaction automation to more than 650 U.S. organizations. The company’s fully integrated eSignature, eWorkflow, eLoan and eTeller solutions make transacting easy and convenient for the consumer while creating a more efficient, cost effective and compliant business environment. Any organization needing to remove paper and create mobility within its contract or transaction management lifecycle can benefit from IMM’s services, including financial services, healthcare, insurance, real estate, life sciences, government, legal and education.