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ActiveView Content Management

OVERVIEW

 

ActiveView™ Content Management is a browser-based software application that offers fast, easy and consistent access to client and company information. At the core of the solution is an expert system that contains the facts and rules needed to intelligently process input of most types and solve business problems. It classifies files and documents into categories based on similarities of their content or their origin. Organizations use ActiveView Content Management to streamline their processes and share information stored in the database with their employees, business partners and customers. From the backroom to the boardroom, ActiveView Content Management has redefined document management – expanding access and accountability.

ActiveView Content Management provides your financial institution with the ability to:

  • Store and deliver customer information, reports, statements, items, signature cards and many more documents
  • View in PDF format
  • Personalize views
  • Create searches and shortcuts

ActiveView Content Management enables your financial institution to:

  • Access content securely 
  • Customize views
  • View multi-bank holding companies more efficiently – every bank and branch on the same page
  • Find documents fast with search capabilities

Read What Our Clients Are Saying

“From a customer service perspective, ActiveView is incredible.”
Andrew Stoughtenburgh
Business Application Manager
Millennium Bank
“Now, our loan officers have an entire picture of a customer at their fingertips during the loan interview, as opposed to the old way, where they had to excuse themselves and retrieve files from a vaulted area.”  View Case Study
D’dee Sharp
Senior Vice President
Lea County State Bank