Content Management: WAUSAU Financial Systems And Tri City National Bank Partner On Latest Optima3 IMS Release

WAUSAU Financial Systems, an industry leader in providing enterprise content management solutions, announced recently that Oak Creek, WI-based Tri City National Bank has completed the successful beta test and installation of the latest Optima³ IMS release, version 7.2.

"We sincerely appreciate the opportunity of working with Tri City National Bank on the beta release of Optima³ IMS 7.2," said Joe Pitzo, WAUSAU ECM Solution Manager. "This latest release of Optima³ IMS will provide Tri City a better and faster interface across its enterprise."

"It has been a great experience for us," said Andrew Oxborough, Vice President at Tri City. "It is always a pleasure to work with WAUSAU. This release brings us up-to-date with the latest tools, features and functionality, making Tri City associates even more efficient. Prior to implementing Optima³ we had to staff our records area on weekends to physically retrieve documents to provide copies to a branch, such as a signature card, check image or statement.

"Our first installation of Optima³ in 2002 provided the ability to archive check images and have them available to our customers through the web site. Now statement, signature card and check images are available across our enterprise to the tellers. This has reduced our staffing needs and improved customer service," said Oxborough.

Tri City has seen the new release provide easier and faster access to documents and information across its entire enterprise. Through the Web Enabler module, access to signature cards, photo id's and statements is now available from the teller or customer service platforms. Every user in the organization has access to customer information and documents, which has streamlined the staffing process. Both the thick and thin client interfaces now offer similar features and functionality. The thin client – or browser interface – is much easier for enterprise users to access.

"Having all our documents scanned and available at the teller stations throughout our enterprise is one of the biggest returns on our investment. No additional training was required by our staff to move to this latest release," said Oxborough. "Optima³ IMS has provided us with some services that we could not otherwise offer; such as email statements, which are very popular, or access to images through our online banking interface. All of that is a great convenience to our customers."

"Imaging is the big thing that Optima³ IMS brings to any customer. Everything that can be imaged will be imaged and stored on the Optima³ IMS platform. Our next big project initiative is to review the benefits of scanning all loan documents into Optima³," said Oxborough.

Optima³ IMS is a fully integrated ECM software suite used by mid-tier to Global 2000 enterprises to capture, route, manage, share and archive high volumes of corporate information critical to business operations, audits and customer service. Eliminating low-value manual tasks through core Optima³IMS functionality such as document imaging, workflow and COLD/ERM – and making all content instantly available from a single, easy-to-use interface – increases employee productivity and operational efficiency. Version 7.2 primarily increases performance and usability. It also includes expanded workflow and Microsoft SharePoint integration.

About Tri City National Bank
Tri City National Bank is a wholly owned banking subsidiary of Tri City Bankshares Corporation, a single bank holding company headquartered in Oak Creek, WI. Tri City has $800 million in assets making it one of the Milwaukee area's largest independent commercial banks. Tri City National Bank was founded in 196³ and has ³8 offices located in Milwaukee and 11 suburban Milwaukee communities as well as the communities of Cedarburg (north), Waukesha (west) and Sturtevant, WI (south). Twenty-one of these banking locations are located inside Pick'n Save food stores and offer the convenience of banking seven days a week. Find more information about Tri City at www.tcnb.com.

About WAUSAU Financial Systems
WAUSAU is a premier provider of payment and remittance processing solutions, serving businesses of all types to develop strategies that move money faster. With its products, services and consulting, WAUSAU works with customers to speed check processing, electronic presentment, ACH payments, transaction processing, distributed capture and enterprise content management. WAUSAU's innovative solutions provide results for a wide range of organizations, including financial institutions, insurance companies, utilities, retail businesses and governmental agencies. Find more information about WAUSAU or Optima³ IMS at www.wausaufs.com.

SOURCE: WAUSAU Financial Systems