Intelligent Information Management is more than document management or enterprise content management. M-Files is an intelligent information management system that provides a single place for information across the credit union. It allows you to speed up internal processes with automated workflows. Information is secure and can be retained even if you change your core system and disposed or archived based on approved retention cycles.

• Manage official and operational records that should be retained permanently as well as important documents and reports, regardless of origin, format, or layout
• Manage document retention cycles and procedures for archival and disposal
• Automate business processes to increase speed, accuracy, and visibility
  • Loan originations
  • Member account portal
  • Accounts Payable and Vendor Management
  • HR Management and Employee Recruitment/Retention
  • Workflow and approval processing on all types of documents
• Digitize data and eliminate paper-based processes
• Ensure data integrity and security
• Enforce internal mandates and meet regulatory requirements
• Secure important business information based on what it is, not where it is located/stored