Filing & storage
Improve file access and space capacity using best practice physical file management solutions.
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Optimizing business processes
Better access to critical loan information
Imaging services
TAB’s information management and loan operations solutions help financial institutions reduce costs, increase efficiency, manage risk and improve customer service.
TAB Records Centers
Move your operations and document imaging process into one of our convenient offsite records management centers.
Learn moreDigitization services
Improve business process efficiency by digitizing loan files and other paper-based information through our document imaging and advanced document recognition technologies.
Learn moreMergers & acquisitions
Leverage our expertise during peaks to maintain business as usual before, during, and after a large corporate deal.
Learn moreWhy work with TAB?
We help you:
Optimize loan operations
Navigate mergers and acquisitions
Go digital
Minimize information and management costs
Improve customer service
Manage risk and maintain compliance
Our clients
TAB works with most of North America’s largest financial institutions, and we are proud of our long-standing relationships with hundreds of credit unions and community banks.
“With TAB’s help, we can better demonstrate compliance, more effectively manage risk… and make faster and better-informed decisions.”
Learn More “TAB implemented an organized system where the client can easily access any physical or digital record”
Learn More “Outsourcing the production of our color coded files to TAB has mad us much more efficient”
Learn More “A 95 percent reduction in paper loan documents vastly reduced the risk of misfiled or lost documents and helped the bank save on the cost of managing physical files”
Learn More “What loan operations excellence looks like.”
Learn MoreRecent News
Six ways that a pilot program helps your digital transformation succeed
Learn how a pilot program can help your digital transformation succeed in six easy steps.
Project spotlight: Partnering with TAB to digitize loan documents
Learn how TAB helped a large regional bank optimized its loan operations by digitizing its digital collections.
Announcing TAB FusionRMS 10.1, with powerful SharePoint integration
Learn about the newest release of TAB FusionRMS v10.1 with SharePoint integration and more!
TAB is exhibits each year at both the MBA Servicing and MBA Technology Conferences, and is proud to sponsor the MBA Document Custody Workshop.
