Download a CopyChristian Credit Counselors (CCC) is a non-profit credit counseling and debt management company founded in 1990, who now services over 25,000 clients and over 20,000 creditors nationwide. As a non-profit 501(c)-3 organization, CCC helps their customers by providing financial counseling, financial education, and debt management programs that give advice and educate consumers in becoming and remaining fiscally fit.
CCC faced several challenges, including a manual paper-based filing system that was cumbersome and growing more costly to maintain every year. Customer paperwork, such as new-client packets, proposals, financial statements and other client or creditor correspondence were being kept in several filing cabinets throughout the organization including a large storage room dedicated entirely to housing archived customer files for no less than seven years before safely disposing of them.
On top of the expensive square footage being taken up, employees were having to continually walk back and forth between their desks and the filing cabinets whenever they needed to access customer information, and having to go searching for information was increasingly limiting their time spent actually assisting their clients.
Compounding the problem, branch offices on the opposite coast were sending original customer documents to the central office, which was adding up to be a costly monthly expenditure, not to mention the vulnerability of having sensitive customer information out of their control. In the financial industry, especially one as regulated as nonprofit organizations, even one lost batch could cost thousands in embarrassing penalties. Knowing this, CCC realized that they needed to find a better way to more efficiently and securely service their customers.
In order to replace their manual processes and streamline access to documents, CCC turned to PaperFree and EMC Documentum’s award-winning ApplicationXtender— an end-to-end document and information management system that electronically organizes, stores, and manages virtually any kind of business content.
Since implementing ApplicationXtender, CCC has dramatically changed the way they manage, archive, and access their business critical information. With ApplicationXtender, CCC servicers now have rapid access to all customer files directly from their workstation, and can sort out a customer inquiry in a matter of minutes, instead of placing a customer on hold to go searching for a customer file or having to call back with needed information.
Filing cabinets are also becoming a thing of the past. Now that all of their customer information is available at their fingertips, CCC servicers no longer need to manually file their mounting stacks of customer documents, and are instead able to spend more time with customers, delivering the real time service and support that helps set CCC apart from their competitors, while eliminating the costs of paper storage at the same time.
In the financial services industry, customers and their information is a company’s most important asset. By providing their employees with the tools and methods to provide quick and accurate customer service without the hindrance of paper, CCC was able to significantly increase productivity, boost earnings and raise their level of customer service. Fortunately, all the extra square footage left from removing the file cabinets in the office has given them plenty of room to grow for years to come.
Documentum software from EMC Corporation includes enterprise content management solutions that enable organizations to unite teams, content and associated business processes. With a single platform, EMC Documentum software allow people to collaboratively create, manage, deliver, and archive the content that drives business processes and operations, from documents and discussions to email, web pages, records, and rich media.
PaperFree is a recognized leader in information capture and content management solutions for both business and government, and a long-time consulting partner with EMC.
We pride ourselves in working with our clients to reduce the costs associated with generating, distributing and maintaining their documents and information by developing technological strategies and implementations that generate quick and significant Return on Investment for your business.
For more information, please visit our Credit Counseling Solutions Subsite or call 1-888-726-7730.
