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In today’s drive to always deliver better member and client services, Enterprise Content Management, “ECM,” has become a necessity. Whether your credit union needs to revolve around improved loan workflows, teller services, or member engagement, CDI has solutions to improve your content management. CDI’s Vision Suite integrates with the ECM solution, Laserfiche, and most core data processing systems. Credit Unions Introduction to CDI Vision Suite > Let's Get Started Credit Union Enterprise Content Management Solutions In today’s drive to always deliver bette r member and client services, Enterprise Content Management, “ECM,” has become a necessity. Whether your needs revolve around improved l oan workflows, teller services, or member engagement, CDI has solutions to improve your content management. CDI’s Vision Suite integrates with the ECM solution, Laserfiche, and most core data processing systems. The Vision Suite The Vision Suite offers one-click lookup of primary or joint owners’ IDs, membership cards, or documentation. Scan IDs at the teller window or capture Windows or core processor print strea ms. Easily index IDs by read ing barcodes when scanning. Check 21 Solution Teller Scanning – Scan single checks or batches to balance with each transaction. Capture MICR, CAR & LAR amounts with automated and manual verification options. Import deposit checks from ATMs, ITMs, and RDC. Automatically store balance reports for the teller, branch, or institution prior to generating your cash letter. Automatic cash letter submission with most clearing institutions. Import received and cleared checks into Laserfiche using standard formats such as X9.37. Receive – Import inclearing items to your repository from the FRB, generate a summary report, and create MICR/ACH posting files for your core system. Return – Mark inclearing checks for return to BOFD and create a cash letter file for submission to the FRB. IRD Reprint – Allow printing of legal document replacements, return to the institution of first deposit once final NSF is complete. Advanced Fraud Early Warning – Enable real-time fraud lookup through Vision Check 21 integration (requires subscription). Merchant Capture – Enable business customers to scan and deposit checks from offices and submit to their financial institution with an Image Cash Letter (ICL). Check 21 Forward - NSF and fraud detection DocStream Manage document packages and track the collection to completion. The application is used to track percentage of completion of loan packages, new account openings and even human resource onboarding documents. Use pre-built templates with to-do lists or ad-hoc packages. A dashboard shows real-time package status. MA R S Archive & retrieve COLD data from computer-generated reports, statements and invoices. Capture, index and archive directly into Laserfiche. Apply graphical overlays to enhance the readability of green-bar re ports . Receipt Capture Sy stem The cash matrix b al ances t ellers’ cash with each transaction. It provides the option of receiving an emailed receipt, with al l account numbers automatically masked. Integration with Vision Check 21 to combine receipts and checks into a single document for research and member lookup. It offers touchless authorization by sending a text message for members to acknowledge and sign electronically during cashback requests at drive-thru or call centers. DocStream - track loan package progress Receipt Capture System - email or text receipt with biometric capture Laser Check Capture Laser print checks on blank check stock with signatures (cashi er’s checks, money orders, etc.). Allows granular control over authorization limits and remote approval of checks. You may also create core and user-generated loan coupons along with certificate renewal notices. Signature Pad Marke ting Manage and display color m arketing graphics and messages on your color s ignature pads. Member Portal Client or employe e document portal for quick document access of receipts, checks statements, or other documents. The portal interface is customizable and secured with enhanced security. It may be hosted locally, through a CDI hosted interface, and accessed through third-party home banking solutions. Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 Government & Municipalities

CDI is one of the largest and best Laserfiche providers in the world. CDI proudly serves a wide variety of clients in Seattle, Spokane, Tacoma, Vancouver, and all throughout the state. CDI provides workflow, automation, digital forms & signatures, integrations, auto-filing, & so much more! Helping Washington go paperless since 2001 > Washington Let's Get Started Washington's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provider in Washington CDI is your leading Laserfiche services provider specializing in Records Management deployment, Project Management, and third-party integration. CDI has been a Laserfiche VAR for over 20 y ears and has completed the most challenging ECM projects throughout the USA, Canada, and internationally. We serve clients across Washingt on state that, include the Seattle area, Tacoma, Everett, Spokane, and Vancouver. You can find CDI’s solutions on the Laserfich e Marketplace , including the most popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics. CDI helps you Take Information Further. Laserfiche Soft ware Solutions for All For more than thirty years customers have been trusting Laserfiche with the security and storage of their content. With clients in more than forty countries and more than 36,000 clients in total, Electronic Content Management and Laserfiche have become a formidable competitor in the marketplace. Laserfiche offers a complete suite of products including business process automation, workflow, records management (DOD 5015.2 Certification), document imaging, e-forms, and a robust API. Learn More Support You Can Count On CDI’s Laserfiche Support Team includes experienced, Gold and Platinum-certified Laserfiche technicians in your area. The Support Team offers the latest in industry-specific compliance knowledge, best practices, and architecture. The goal of every support request is helping to quickly and easily troubleshoot unexpected issues, provide prompt answers to software questions and treat every client with patience and understanding. Learn More Consulting G uided by Experts The consulting services provided by CDI range from exploratory to post-implementation. You’ll experience leading direction, design, and documentation of new or revised pr ocesses. Through improved capture, management & dissemination of your information, your organization will see faster ROI working with CDI. Project Planning System Design Custom Training Project Management Procedural Design Workflow & Form Design Learn More Training Knowled ge & Confidence The efficiencies and benefits gained when going paperless are undeniable, but onboarding and adoption with existing staff can sometimes have its challenges. Trust the professional training staff at CDI to carefully and mindfully help guide your staff through their paper-to-paperless transition Washington Onsite & Online Training Washington Workshops & User Groups Free Monthly Training Webinars Introductory & Advanced Courses Learn More Development Without Barriers Every document management solution is unique and may require a little to a lot of customization. Integrating and unifying systems can create even greater efficiency and make your overall solution that much more powerful. At CDI, our team of in-house developers are available to make your document management system friendly to all users and powerful to all administrators. Integrations Custom Development Scripting Conversion Learn More Digital Signatures Made Easy What good is having a paperless office if you are still gathering physical signatures? CDI provides organizations with the freedom to quickly and efficiently gather digital signatures. With a combination of Laserfiche software, CDI integrations, and DocuSign, our digital signature solutions can automate and streamline the signature procurement process with the use of email notifications, automated workflow activities, and automatic document archiving. Learn More Hosting in the Cloud CDI’s Washington cloud hosting services allow organizations to lower operating costs, achieve infinite scalability, and improve integration compatibility by moving their server to the cloud. CDI will manage necessa ry updates as they become available and will ensure your server achieves maximum uptime. Best of all, your organization will have a single point of contact for both your hosting and general Laserfiche needs. As with all services provided by CDI, the hosting service is competitive and secure. CDI has the experience and know-how to ensure your server is being managed optimally. Learn More Backup for the Unex pected For Washington organizations looking to achieve true disaster recovery-ready status, CDI offers a quick and easy way to implement online backup services for all your day-to-day files. Nightly backups of network drives, databases, Exchange, SharePoint, Lotus, and Oracle are transmitted directly in an encrypted format with a daily post-backup statistic email update. 24-hour hotline and emergency remote Laserfiche available. Learn More Hardware to get the Job Done CDI is proud to be a Canon Premier Partner in Washington, offering high-speed document scanning solutions. Whether you are looking for a high-speed, personal-use scanner for your desk, or a high-capacity, high-speed departmental or workgroup document scanner for your office, let the scanning hardware pros at CDI help you select the high-speed scanner that’s perfect for you. Learn More Your Laserfiche Choice Join our List of Satisfied Customers Seattle Tacoma Everett Vancouver Request Laserfiche Demo/Quote

Let CDI help you discover all that Laserfiche has to offer. Learn about Laserfiche, Laserfiche Package Options, Laserfiche Consulting, Laserfiche Support, Laserfiche Integrations, and much more. Soluciones Laserfiche deje que los expertos de CDI le ayuden a dejar de utilizar papel > Go Paperless Today Más información sobre Laserfiche Laserfiche es el software líder en el mundo para la gestión de contenido, la automatización de procesos comerciales y el análisis de datos que impulsa la productividad. Con usuarios en más de 80 países en todo el mundo, en casi todas las industrias, incluidos el gobierno, la educación, los servicios financieros y la atención médica, las soluciones de Laserfiche hacen que las organizaciones sean más inteligentes, colaborativas, eficientes y eficaces. Laserfiche Overview ACERCA DE LASERFICHE Descubra por qué más de 36.000 organizaciones han elegido Laserfiche. APRENDE MÁS Opciones de licencia para adaptarse a todas las organizaciones, desde un propietario único hasta la empresa. Nuestro proceso se adapta a sus necesidades. Lideramos con preguntas y damos respuestas. Confiablemente rápido y eficiente. Descubra por qué nuestros recursos de soporte son inmejorables. LASERFICHE SOFTWARE OPCIONES LASERFICHE APOYO LASERFICHE CONSULTANTE LEARN MORE LEARN MORE LEARN MORE LASERFICHE INTEGRACIÓN Con más integraciones de Laserfiche que nadie, le encantará nuestra experiencia y se beneficiará de nuestras soluciones. APRENDE MÁS + ArcGIS Laserfiche Cloud Integration CDI’s ArcGIS® Integration allows for simple interaction between the ArcGIS interface and Laserfiche. Learn More Servicios en la nube DocuSign Laserfiche Cloud Integration The CDI DocuSign® integration for Laserfiche allows users to send documents within Laserfiche for signature through DocuSign easily. Learn More Let's Get Started Our Experts Are Waiting To Help You Enviar ahora ¡Gracias por contactarnos! Esperamos poder conectarnos con usted.