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SOC 2, PCI-DSS, retention scheduling, and back-office automation resources for banks, credit unions, and wealth managers.
Featured field guide
A buyer's guide to Laserfiche for government, healthcare, finance, and education evaluators: ECM and records management, product areas, cloud versus on-premises deployment, workflow business cases, current DoD records requirements, pricing factors, alternatives, and a defensible evaluation process.
Read the guideA buyer's guide to OpenText ApplicationXtender (now AppEnhancer) for IT and records evaluators: what it is, its path from Documentum to OpenText, how it works, its versions and end-of-support timeline, ECM market context, document-management ROI, how it compares to the alternatives, and how to plan a migration.
How to implement Laserfiche as a phased records project — scoping record types and retention, back-file digitization, folder and metadata design, security and records configuration, phased rollout, change management, and the pitfalls that derail go-live.
A compliance-grade guide to financial-services records management: SEC Rule 17a-4 and FINRA Rule 4511 retention periods, the 2023 WORM-or-audit-trail amendments, GLBA secure disposal, PCI DSS logging, SOC 2 attestation, and the enforcement context that makes the program matter.
A technical guide to installing Digital Check TellerScan TS240 and CheXpress CX30 check scanner drivers — install order, the Ranger and Ranger Remote stack, Windows 11/10 compatibility, MICR, Check 21 and remote deposit capture compliance, troubleshooting, and choosing a scanner by volume.
A buyer's guide to check scanners for bank, credit-union, and finance operations: how MICR and the E-13B font work, what Check 21 and Remote Deposit Capture changed, scanner classes by volume from 30 to 150 checks per minute, costs and economics, QuickBooks and core-banking integration, FFIEC compliance, and why image capture still matters as paper-check volume declines.
A complete plan for migrating a paper-based records operation to Laserfiche without disrupting daily work — assessment, taxonomy and metadata design, back-file versus day-forward scanning, quality control, security and retention, phased rollout, change management, and the mistakes to avoid.
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