Credit union innovates digital document processes with ILINX.

Strategic Initiative

COVID-19 disrupted a large credit union’s standard practice of collecting signatures at branches and scanning forms by hand, relying on barcodes to link documents to member accounts. During the pandemic, the organization used network share folders to access customer files. Leaders recognized that this created a compliance risk by inadequately securing customers’ personally identifiable information (PII).

Solution Plan

The credit union expanded its internal ILINX solution to support a wider range of business processes, such as service agreements, tax forms, litigation documents, and more. ILINX Import intakes e-signed documents from email and network locations. ILINX Capture then identifies SSN and account numbers to automatically attach documents to case files. Security settings limit file access to only authorized users.

Investment Return

Today, the ILINX solution enables business continuity for a range of departments including the credit union’s Account Support, Collateral Control, and Litigation units. ILINX innovation supports remote processing while automating and replacing time-intensive, manual document scanning. Finally, it ensures accuracy by eliminating naming convention errors and strengthens information security with role-based rules.