Document management

The megabank is working with the digital lending fintech Numerated to automate transferring and analyzing important financial data from borrowers.

After initially processing the loans manually, the Minnesota bank turned to "low code" software to build the electronic forms and workflows needed to approve loan applications. The result: a more than fivefold increase in the number of loans it could process in a day.

It's one of the first wealth management firms to share documents with clients through Box.

From digital assistants and new branching strategies to revamped hiring processes and improved cybersecurity, these are the winners of the 2018 Best Practices Awards.

The Wisconsin-based institution has seen a 10 percent boost in loan volumes since implementing a new e-docs platform last year.

The U.K.'s Serious Fraud Office employs software that can read discovery documents about 2,000 times faster than human lawyers and can find previously unknown patterns between people, enabling quicker investigations and penalties.

A $52 million-asset African-American-owned bank in South Carolina is hoping its efforts can be expanded to help underbanked consumers nationwide.

Document preparation providers can help credit unions stay compliant and ease the lending process for institutions and members alike.