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Enhance Your
Symitar Episys®
Experience with IMMeSign

Enhance Your
Symitar Episys®
Experience with IMMeSign

Symitar Episys® Credit Unions

The Premier eSignatures
& Digital Transaction Solutions.

Symitar Episys® Credit Unions

The Premier eSignatures & Digital Transaction Solutions.

As a Symitar VIP Partner, IMM is proud to offer our flagship eSignature and eReceipt solutions that are fully integrated with the Symitar Episys core financial system.

 

IMM’s Digital Transaction solutions, when used with the Symitar Episys environment, allow Credit Unions to deliver an enhanced and engaging member experience. From signing financial documents to conducting teller line transactions IMM’s technology seamlessly integrates with Episys. Credit Unions benefit from a totally electronic processing environment that eliminates paper while driving compliance and security enhancements.

 

We invite you to spend a moment and learn how IMM’s eSignature and eReceipt solutions with Episys can enhance the value, service, and innovation you bring to your members and your markets.

Datasheet

Datasheet

Modern technology and internet access provide consumers the freedom to conduct business when and where it’s convenient for them, and from any device that is readily available.

Case Study

Case Study

The $1.2 billion-asset CoVantage Credit Union wanted to improve its approach to basic account management functions, consumer lending, and tax-advantaged account processes such as IRAs. In addition, CoVantage wanted to upgrade and refine its customers’ experiences with these processes. Until recently, the credit union had largely relied on manual paper documents and processes, and only offered limited signing options for in-branch visits.

Webinar

Webinar

We hosted a webinar about our eReceipt integration with Symitar Episys.

IMM eSign for Financial Institutions on a tablet

Advanced eSignatures.

IMM’s flagship eSignature and eDocument solution, IMM eSign, works seamlessly with the Episys core system. IMM eSign generates custom documents from Episys transactions and facilitates a comprehensive, end-to-end electronic processing environment. Members can easily and securely eSign documents at a place and time that is convenient for them. Completed documents, along with compliance audit trails, are securely archived as fully-indexed PDFs into your Synergy ECM repository.

IMM eSign for Financial Institutions on a tablet

Advanced eSignatures.

IMM’s flagship eSignature and eDocument solution, IMM eSign, works seamlessly with the Episys core system. IMM eSign generates custom documents from Episys transactions and facilitates a comprehensive, end-to-end electronic processing environment. Members can easily and securely eSign documents at a place and time that is convenient for them. Completed documents, along with compliance audit trails, are securely archived as fully-indexed PDFs into your Synergy ECM repository.

eTeller Solutions.

IMM’s dynamic electronic receipt solution, IMM eReceipts, produces electronic receipts from the Episys core system that include member signatures captured on tablet devices or traditional signature pads. Receipts can be thermally printed or emailed to members in security masked PDF formats. Completed e-receipts are securely archived, as fully-indexed PDFs, into your Synergy ECM repository enabling easy retrieval, research, and viewing.

eTeller Solutions
eTeller Solutions

eTeller Solutions.

IMM’s dynamic electronic receipt solution, IMM eReceipts, produces electronic receipts from the Episys core system that include member signatures captured on tablet devices or traditional signature pads. Receipts can be thermally printed or emailed to members in security masked PDF formats. Completed e-receipts are securely archived, as fully-indexed PDFs, into your Synergy ECM repository enabling easy retrieval, research, and viewing.

Frequently Asked Questions

Are both IMM’s eSignature and eReceipt solutions integrated with our Episys core system?

Yes. Both IMM’s eSignature (and eDocument) solution, as well as our eReceipt solution, is fully integrated with the Symitar Episys system. This allows transactions to flow seamlessly and completely between Episys and the corresponding IMM eTransaction solution. Because of our unique integration capabilities, employees do not have to drag and drop signature fields onto documents to set up for eSignature processing. Our technology manages all of the signer assignments and field setup automatically without any manual setup requirements. This eliminates the potential for error and increases the overall quality of your eSignature processing.

I am interested in eSignatures. What devices do you support for members to use to eSign their documents?

Our eSignature solution provides for both in-person as well as remote (cloud-based) signature capabilities. For In-Person signing, members can sign documents using traditional signature pads, tablet devices (iOS and Windows-based tablets), touch-enabled monitors, and even standard desktop PCs using our “Type to Sign” technology. For remote signing, virtually any device, using any operating system (including smartphones) can be used to view and sign documents remotely.

What about signing Receipts at the teller line. What devices do you support for members to electronically sign their teller receipt when needed?

Does your eReceipt solution support drive-up window requirements?

Is your eSignature product integrated with MeridianLink’s solutions? Our credit union uses MeridianLink in conjunction with our Episys platform.

Our Credit Union is trying to reduce paper printing. Are there any controls in your solution to limit or reduce receipt printing?

What happens in the unlikely event that our host becomes unavailable, due to datacomm or system processing disruptions?

Can you support having both in-person signatures and remote signatures used when there are multiple signers on a transaction?

How do our completed document and receipts get stored into our Synergy ECM system? Do you support other ECM/Imaging systems as well?

I see a mention of workflow in your eSignature capabilities documentation. Is this separate from the workflow that may be provided or used in our business systems or Imaging/ECM system?

How do our completed document and checks get stored into our Imaging/ECM system? What systems do you support?

Seeing is Believing.

Over a thousand Financial Institutions have chosen IMMeSign to be their eSignature and Digital Transaction Management solution of choice. Allow us to share a moment with you so you can see for yourself why IMMeSign is simply the best solution for financial institutions. We love sharing our solution story and would be happy to give your team a personalized demonstration at your convenience.

Seeing is Believing.

Over a thousand Financial Institutions have chosen IMMeSign to be their eSignature and Digital Transaction Management solution of choice. Allow us to share a moment with you so you can see for yourself why IMMeSign is simply the best solution for financial institutions. We love sharing our solution story and would be happy to give your team a personalized demonstration at your convenience.