Before, during, and after the pandemic, we're all looking to streamline processes and procedures to ultimately provide credit union members with exceptional service that creates a positive, long-lasting experience -- one that keeps them coming back again and again.
We invited Park View Federal Credit Union Director of Strategy Implementation Daryl Brubaker on the show to share how Park View achieved this goal during the pandemic using MVi's DocStream -- specifically with the PPP loans.
MVi's Docstream program allows your credit union to quickly and efficiently track your document processes from start to finish making sure nothing slips through the cracks.
Here's what we asked Daryl...
How did the DocStream process help Park View during the pandemic -- particularly PPP loans?
Can you share a couple of examples?
How did you all develop this process using Laserfiche ECM in conjunction with MVi and its development team?
How did this process benefit Park View during the pandemic as people were working remotely -- both staff and members?
How are you using Laserfiche and forms specifically to continue streamlining your operations?
What other things you are currently using at Park View relative to Laserfiche and with Forms, Workflows and Business processes?
Advice to other credit unions looking to do something similar?
Check it out and let us know your thoughts.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.