Simple document workflow software and services designed to help banks and credit unions accelerate productivity and performance.

CDP Document Workflow Solutions streamline workflows while maximizing your resources and motivating your team. We support our clients every step of the way and are never more than an email or phone call away.

eSecurity

 

The Locktight Cybersecurity Solution

eSecurity is a premier consulting, software, and support solution designed to protect every piece of information that leaves your branch and ensure the safety of all data that come in.

  • CDP assesses your specific needs and customizes an eSecurity package to address your concerns and meet compliance requirements.
  • As your trusted document workflow and cybersecurity partner, we safeguard your documents through each stage of the data lifecycle.

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STREAMLINED, SCALABLE DOCUMENT WORKFLOW SOLUTIONS

Move your teller line and your business confidently forward.

eTELLER

Turn email, text, and print receipts into revenue-boosting ads.

eRECEIPT

Close more loans in less time with fewer resources.

eMANAGE

Make signing documents more convenient than ever for customers and members.

eSIGN

Produce fully customized materials on demand.

ePRINT

Effortless implementation with ongoing customer service and IT support.

At CDP, we understand that learning a new technology can be daunting.

We’re always here to troubleshoot, answer questions, and reassure you.

CDP sets you up for success and empowers you to get the most out of your software.

Clients love our:

  • Easy-to-understand user guides

    None of that technical mumbo jumbo. Just common-sense, step-by-step instructions.

  • Straightforward onboarding

    We walk you through your new workflow and demonstrate exactly how to use the software.

  • Category-leading security from trusted partners

    CDP Document Workflow Solutions come equipped with cutting-edge, cost-effective security features that we personally test and use.

When you partner with CDP, expect the best training. And a healthy amount of hand-holding.

Beginner and advanced webinars offered daily for each of our document workflow solutions.

CDP brings new hires up to speed and keeps everyone’s skills sharp. No need for in-house training. We take care of you.

Generate Leads. Accelerate Growth. Invigorate Your Workforce.

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CDP Document Workflow Solutions are securely run from cloud storage.

The cloud is the safest place to store your documents. All you need to run our cloud-based software is an Internet connection.

 

The cloud uses the computing power of vast networks of offsite servers and presents strength in numbers when it comes to security and pricing.

  • Never worry about losing your data.
  • Automatically keep your software up to date.
  • Lower your IT costs.

You also have the option of running our software in-house.

  • In-house means your server runs our software. Our solutions don’t take up much space or require much computing power.
  • With our in-house option, the ability to see and touch the hardware makes some clients feel more comfortable.

Client Testimonials

CDP Tech Support is always there for me, and everyone I’ve ever dealt with has been kind, caring, and compassionate. I always feel that they really want to help.

We started using eTeller and eManage a few years ago. Now our members don’t need to fill out a deposit or withdrawal slip and they just sign the signature pad. We love the ease of being able to look up all our teller transactions in our document management system. It makes life so much easier having everything is one place.

We recently added eSign, which has been very beneficial in our loan department. Before we would have to call members and ask them to stop in. Now we can text or email them the document and a pin number to get a signature. CDP has definitely helped to increase the number of loans we complete.

- Lynette R. Greenwald

Branch Operations Assistant Saginaw Medical Federal Credit Union

Even after the initial one-on-one training, the CDP team always took the time to help with any further questions or concerns I had. They were extremely responsive and always followed through.

Our branch recently implemented eSign, and it really has made my day go by a whole lot smoother. I mainly use eSign for loan documents, and it has sped up my process tremendously. eSign is a great service not only for us, but also for our members.

- Anthony Russell

Financial Service Representative Hoya Federal Credit Union

CDP Core Value

We believe in sprinkling magic into everyone's day

CDP is a document workflow solutions company dedicated to community and regional credit unions and banks.
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Cut costs, increase revenue, and ​optimize your workflow​.

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