TAB FusionRMS helps you manage all of your records in one system, make better decisions, save money, maintain compliance and reduce risk.

Manage all of your records

• get a single, secure document repository for easier records oversight and control
• manage paper and electronic records in one system
• automatically import emails and documents created in banking software

Make better decisions

• get a real-time view of all records-related activities with customizable reports.
• make effective and timely customer service decisions with instant access to customer files
• improve sales targeting with a holistic view of customer activities

Save money

• save on courier costs by making fewer document transfers between branch offices
• reduce credit losses with a complete view of customer credit histories
• streamline workflows and improve productivity with easy document sharing

Maintain compliance and reduce risk

• eliminate records management “blind spots”, ensuring that all records comply with applicable legislation
• automatically apply rules for records retention and disposition
• manage security with permission-based access at the collection, file and document levels
• provide evidence of compliance through audit trail (chain-of-custody) reporting functions