Turn your documents into assets

Pacífico Credit and Savings Cooperative is a solid financial institution with nearly 50 years of experience. As part of its ongoing commitment to improving customer service, the organization set out to automate the process of consulting the physical documentation related to its credit operations.

Today, digitization and electronic document management are essential for any company. For a business to operate efficiently, information must be easily accessible and readily available.

Background

Previously, much of the information handled by Cooperativa Pacífico was stored in paper files that had accumulated over the years, resulting in documents that were difficult to access and often led to data loss. Retrieving documents when needed was challenging and caused significant time loss, as staff had to search through large volumes of papers and files.

To address this issue, Cooperativa Pacífico decided to implement a digitalization and document management process, selecting Cima Latin America and its enterprise document management software, DocuClass. With this solution, Cooperativa Pacífico gained the tools needed to reduce costs, shorten processing times, and ultimately become more efficient and organized in accessing information.

This has been only the first step in the digital transformation journey of Cooperativa Pacífico, as the organization has already begun evaluating the possibility of automating its credit management process through a digital workflow using DocuClass.