Digital Transformation Insights

5 min read

What is Laserfiche? How it Works & Getting Started

By Nirav Doshi on Nov 4, 2024 8:30:00 AM

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4 min read

What is the Best Document Scanning Software? Comparing Top Options

By Nirav Doshi on Oct 16, 2024 8:30:00 AM

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5 min read

Your Guide to Electronic Records Management: What it Is, How it Works, and How to Get Started

By Nirav Doshi on Oct 9, 2024 3:00:00 PM

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5 min read

What is the Best HR Document Management Software? Comparing Your Top Options

By Nirav Doshi on Oct 1, 2024 8:00:00 AM

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5 min read

How to Automate Document Management and Archiving: Tech Solutions and Tips

By Nirav Doshi on Sep 24, 2024 8:00:00 AM

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5 min read

A Beginner's Guide to Using an Electronic Document Management System

By Nirav Doshi on Sep 17, 2024 8:00:00 AM

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5 min read

Secure ACH Form Template Examples & Best Practices

By Nirav Doshi on Sep 10, 2024 9:30:00 AM

An ACH form is a brief but essential document that authorizes banks, individuals, and businesses to move funds from one bank account to another through the ACH network. However, juggling piles of ACH forms and other physical documents can quickly spread your team too thin. Below, we’ll cover how you can start using CDP’s secure ACH form templates, what to consider as you switch to digital documents, and how we can help you build a workflow that makes sense for your needs.

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6 min read

How to Leverage Software for Public Sector Agreements: Tips & Examples

By Nirav Doshi on Sep 4, 2024 1:30:23 PM

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4 min read

What is an Affidavit? Definition, Template, and Best Practices

By Nirav Doshi on Aug 27, 2024 8:00:00 AM

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4 min read

6 Credit Union Marketing Trends for 2024

By Nirav Doshi on Aug 19, 2024 7:45:00 AM

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4 min read

Top Software Solutions for Local Governments: Digital Forms, Documents & More

By Nirav Doshi on Aug 13, 2024 10:50:04 AM

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3 min read

HR Templates for Payroll, Job Applications & More

By Nirav Doshi on Jul 24, 2024 10:22:29 AM

If you work in human resources (HR), it may be time to rethink how you manage document creation and organization. Instead of juggling mountains of physical documents, you can use electronic documents or forms to collect and store information. Good news: CDP is here to help. Try any one of our HR templates for payroll, job applications, and more to see how making the switch to digital forms can transform your workday. 

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4 min read

Create a Digital Permission Slip: Templates & Tips

By Nirav Doshi on Jul 19, 2024 10:34:35 AM

Sometimes, it’s the experiences that happen outside of the classroom that are the most educational and impactful. Whether you’re taking your students on a field trip, planning an exciting activity, or rounding up numbers for a sports team, you need a permission slip that collects key details and doesn’t take forever to create. Using a digital permission form template can help you save time and create resources you can pull from in the future. 

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3 min read

Loan Application Template: Best Practices & Tips

By Nirav Doshi on Jul 11, 2024 4:15:50 PM

Whether it’s for a home, a car, or a personal loan, a loan application form has an incredibly important job: to capture all the information financial institutions need to know to protect their assets. Managing application forms and other documentation is part of everyday life for many bank and financial workers – but what if there was a way to cut down on the amount of time you spend creating and filing paperwork? With a digital loan application template from CDP, there can be!

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4 min read

What is a Technology Stack?

By Nirav Doshi on Jun 25, 2024 1:12:51 PM

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5 min read

Why Use Webforms Over PDFs?

By Nirav Doshi on Jun 12, 2024 10:25:51 AM

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3 min read

Grant Proposal Template

By Nirav Doshi on May 21, 2024 2:33:18 PM

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2 min read

Roofing Contractor Template

By Nirav Doshi on May 14, 2024 2:40:50 PM

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4 min read

A Quick Guide to Master Service Agreements (MSAs)

By Nirav Doshi on Apr 24, 2024 11:21:14 AM

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4 min read

Addendum vs. Amendment: Key Differences & Definitions

By Nirav Doshi on Apr 18, 2024 11:15:39 AM

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4 min read

What Is a Wet Signature? Digital Solutions for Physical Documents

By Nirav Doshi on Apr 11, 2024 11:19:52 AM

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4 min read

Is IMM eSign the Best Choice for Your Financial Institution?

By Nirav Doshi on Mar 20, 2024 11:22:56 AM

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7 min read

E-Signature Showdown: PandaDoc vs. DocuSign vs. CDP

By Nirav Doshi on Mar 11, 2024 2:15:19 PM

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3 min read

6 Credit Union Marketing Trends for 2022

By Nirav Doshi on Feb 15, 2022 7:30:00 AM

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3 min read

What Is Laserfiche? (And How Can It Benefit Human Resources?)

By Nirav Doshi on Feb 10, 2022 6:30:00 AM

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3 min read

Why is Electronic Document Management Important for Credit Unions?

By Kait Kluz on Feb 8, 2022 8:00:00 AM

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4 min read

6 Digital Transformation Trends to Watch for in 2022

By Nirav Doshi on Feb 1, 2022 7:45:00 AM

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3 min read

Accomplish Digital Transformation in Your HR Department with This Framework

By Nirav Doshi on Jan 25, 2022 10:32:00 AM

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3 min read

5 Ways to Leverage Technology to Create a Better Member Experience

By Kait Kluz on Jan 18, 2022 10:21:00 AM

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3 min read

4 FAQs About Webforms and How They Can Digitally Transform Your Bank

By Kait Kluz on Dec 14, 2021 8:30:00 AM

Topics: Webforms
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3 min read

How Webforms and eSign Keep You Compliant

By Nirav Doshi on Dec 6, 2021 8:15:00 AM

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3 min read

How Digital Transformation in HR Processes Can Improve Your Operations

By Kait Kluz on Nov 30, 2021 8:00:00 AM

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3 min read

4 FAQs About All Things Laserfiche

By Nirav Doshi on Nov 22, 2021 8:00:00 AM

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3 min read

One Step Ahead: A Virtual Audit Preparation Checklist for Credit Unions

By Nirav Doshi on Nov 18, 2021 8:30:00 AM

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3 min read

5 Ways Credit Unions Can Effectively Interact with Members Virtually

By Kait Kluz on Nov 16, 2021 12:32:00 PM

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3 min read

Webforms: Use Cases and Tips for Implementation

By Nirav Doshi on Nov 11, 2021 11:30:00 AM

Webforms is an innovative digital banking solution that enables credit unions, government agencies, and small businesses to accelerate their digital transformation journeys by migrating their forms online. 

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3 min read

6 Tips for Banks and Credit Unions to Improve Document Management

By Kait Kluz on Nov 2, 2021 8:00:00 AM

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3 min read

Accomplish Digital Transformation in Your Credit Union with This Fundamental Framework

By Nirav Doshi on Oct 28, 2021 10:04:00 AM

There’s a reason more and more credit unions are investing in digital transformation: it delivers numerous transformative benefits that modern organizations can’t afford to do without. 

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3 min read

5 Solutions for More Efficient Credit Union Operations

By Nirav Doshi on Oct 26, 2021 12:39:00 PM

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[Infographic] Digital Transformation for Credit Unions

By Nirav Doshi on Oct 18, 2021 3:59:35 PM

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3 min read

5 Common Mistakes Made During Electronic Signature Implementation

By Kait Kluz on Oct 5, 2021 8:15:00 AM

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2 min read

Product Feature Launch: eTeller Updates

By Nirav Doshi on Sep 21, 2021 9:15:00 AM

Topics: eTeller Products
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3 min read

Digital Transformation in Accounting: 3 FAQs

By Nirav Doshi on Sep 15, 2021 9:45:00 AM

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3 min read

Tips for Implementing Electronic Signatures at Your Organization

By Kait Kluz on Sep 9, 2021 9:45:00 AM

Topics: esign Products
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3 min read

4 FAQs About HR Transformation in the Digital Age

By Kait Kluz on Sep 2, 2021 9:45:00 AM

In recent years, many different departments have undergone digital transformation, including human resources (HR).In case you’re new to the term, digital transformation is the process of digitizing manual processes in an effort to increase productivity, improve business processes, and deliver more value to customers and stakeholders alike. By prioritizing digital transformation, organizations can bake more efficiency into their operations and put themselves in a great position to thrive for the future.

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3 min read

Laserfiche Document Management Overview

By Kait Kluz on Aug 27, 2021 10:45:00 AM

In the past, banks and governments dealt with mountains upon mountains of paper documents crammed into overflowing filing cabinets. 

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3 min read

A Brief History of Check 21 and Its Impact on Digital Transformation in Banking

By Nirav Doshi on Aug 25, 2021 4:15:00 PM

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3 min read

Case Study Summary: Visionary FCU

By Kait Kluz on Jul 13, 2021 10:09:00 AM

Before the pandemic, credit unions already faced a number of challenges. Chief among them? The fact that they had to compete against deep-pocketed banks with seemingly endless resources. 

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3 min read

4 Technologies Credit Unions and Smaller Banks Can Use to Compete with the Big Boys

By Kait Kluz on Jul 7, 2021 8:00:00 AM

In the age of big banks, smaller banks and credit unions have their work cut out for them when it comes to meeting the needs of the modern banking customer.

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3 min read

Credit Union Digital Transformation Q&A

By Kait Kluz on Jul 1, 2021 11:00:00 AM

Credit unions and small banks have their work cut out for them when it comes to competing against the biggest players in the market.

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3 min read

Inside CDP: What Makes Us Different?

By Nirav Doshi on Jun 25, 2021 5:48:06 PM

If you’re thinking about accelerating the digital transformation efforts at your bank or credit union, you’re going to need to partner with a vendor that can guide you through the process and make sure you end up in a good place on the other side.

Topics: CDP
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3 min read

4 Digital Transformation Tips Community Bank and Credit Unions Need to Succeed

By Kait Kluz on Jun 21, 2021 6:11:53 PM

There’s a reason companies in all industries are embracing digital transformation: It has the power to revolutionize operations and put organizations in a great place to win in the future. 

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3 min read

eSign Evaluation Checklist for Credit Unions and Banks

By Kait Kluz on Jun 17, 2021 7:00:00 AM

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3 min read

What Is Laserfiche? (And How Can It Benefit Credit Union Operations?)

By Kait Kluz on Jun 10, 2021 7:00:00 AM

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3 min read

4 FAQs Credit Unions Have About Laserfiche

By Kait Kluz on May 18, 2021 7:15:00 AM

Smart credit unions have always been focused on improving operations to deliver more value to members. In today’s tech-driven age, one of the easiest ways to do that is by investing in digital solutions that enable credit unions to move faster and operate more efficiently.

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3 min read

5 FAQs About eSign in Credit Union Banking

By Kait Kluz on May 14, 2021 8:46:51 AM

In the past, credit union members had to sign all documentation by hand. Then came the The Electronic Signatures in Global and National Commerce Act (ESIGN Act) of 2000, which authorized individuals to use electronic signatures on legally binding contractual agreements.  

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3 min read

COVID-19’s Impact on Credit Unions

By Kait Kluz on May 4, 2021 6:46:55 PM

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4 min read

Digital Transformation in Banking: Building Stronger Credit Union Experiences in the Era of COVID & Beyond

By Kait Kluz on Jul 31, 2020 4:40:02 PM

Create a digital and in-person credit union experience that solidifies existing relationships and attracts new members.

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4 min read

Why More Credit Unions Are Deploying eSignatures

By Kait Kluz on Jul 9, 2020 9:02:59 AM

Learn how to get the most out of this essential digital tool to improve the member experience, reduce inefficiencies, and bolster your overall branch digitization strategy

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5 min read

5 Tools Every Virtual Credit Union Employee Should Be Using Right Now

By Kait Kluz on Jun 25, 2020 8:49:48 AM

In Spring 2020, when the global COVID-19 pandemic hit the United States in full force, workers throughout the organizational charts of companies across every industry took an unexpected crash course in the new virtual way of doing business. Credit unions were no exception. The pandemic has forced them to reconsider a credit union digital transformation beyond the hypothetical.

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4 min read

Shifting Credit Union Trends in the Era of COVID-19 — Why It’s No Longer “Business as Usual”

By Kait Kluz on Jun 17, 2020 8:15:00 AM

It’s not an exaggeration to say that the coronavirus pandemic of 2020 blindsided businesses across all industries — and around the globe. Financial institutions, including banks and credit unions, have been hit especially hard, as new home and auto loan applications have slowed drastically, customers struggle to meet financial obligations due to rampant unemployment, and traditional ways of doing business have gone sideways into a new virtual reality.

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3 min read

Credit Unions Post-Pandemic: 3 Lessons in Remote File Access

By Kait Kluz on Jun 10, 2020 9:15:00 AM

The impacts of COVID-19 on credit unions have been undeniable. Some financial institutions have adjusted by improving digital experiences and remote file access for employees. Others continue to hold onto paper-based processes and in-person interactions to keep their businesses afloat. In this blog, let’s review three lessons that we’ve learned since the start of the pandemic.

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4 min read

6 Tips to Prevent Your Next Credit Union Data Breach

By Chris Lewis on Feb 5, 2018 6:20:42 PM

Wednesday, May 23, 2018

As the threat of data breaches continues to increase, consider implementing these tips to protect your customers.

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