Case Study: Blue Eagle Credit Union boosts sales and service with Alogent ECM technology

How Blue Eagle Credit Union boosted sales and service opportunities by phasing out paper processes

Blue Eagle Credit Union partnered with **Alogent** to replace legacy, paper-based processes that were slowing growth, service, and loan handling across its four branches. After expanding to a multiple common bond charter, the credit union needed a more efficient way to manage documents, support members faster, and reduce costly physical records storage and transport. It selected **Alogent’s FASTdocs 5** enterprise content management (ECM) platform, along with related e-signature and capture capabilities, to create a more streamlined, member-centric workflow.

Alogent implemented FASTdocs 5 with Blue Eagle, helping define document structures and redesign workflows so staff could scan, store, search, and retrieve information electronically across departments. The result was faster access to records, a dramatic reduction in courier time, improved loss prevention, and streamlined loan processing. Blue Eagle also cut paper use for loan processing by at least 50% and expected to reduce it by another 50% by the end of 2014, while also capturing new sales opportunities and improving productivity.

Blue Eagle Credit Union

Jeff Thompson

Chief Executive Officer