We are looking for options to streamline our gift processing that would allow us to scan a check, make the deposit into the bank and build a gift batch and pass the imaged check to our imaging system in a single workflow/process. Does anyone have some vendors they would recommend?
We use remote deposit with our bank but we are in the process of establishing a lockbox with our bank. The plan is to have items sent to the lockbox and then we will set up a daily transmission to receive images of the deposited checks/documents. Those will then get uploaded to our content management system, Perceptive Content, so they can be route to the work queues for our Associates to enter the gifts.
If your bank does not offer a lockbox, I know that Merkle RMG is a vendor that has come up as a third party suggestion in previous lockbox/caging discussions. I think they
CJ Jones, MPPA Associate Director of Donor Services University Development Office, Purdue Research Foundation Dick and Sandy Dauch Alumni Center 403 West Wood Street West Lafayette, IN 47907-2007 765-496-3116 giving.purdue.edu
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