What would a paperless bank or credit union look like?
AIIM's World Paper Free Day #WPFD was Friday, November 4th, 2016.
Based on my experience and observations of 200+ banks and credit unions around the country, we are far from being paperless.
For even an hour, much less a full day.
Below is Agile Banking's vision of a paperless banking operation.
Scanning the checklist you'll quickly discover just turning off printers is not the solution nor the end goal.
Nor is simply having permanent archives in the Enterprise Content Management (ECM) system.
Becoming paperless is to challenge all of your processes, all of your technology, and all of your people.
Challenge each to change the way that work is done.
Feel free to check off those that your shop has completed.
Email me your score if you're proud of it or decide that you want help.
Don't be intimidated by the length of the list, there's a lot of work to do.