Removing communication barriers
Hyland experts assisted Civista’s project leaders in developing an implementation plan that would quickly deliver one of the bank’s most needed improvements. Civista’s consumer lending, commercial lending, retail banking and private banking businesses gained fast access to information and documentation in the first phase of the project.
Now, bank employees can pull up documents while they’re on the phone with clients.
“It’s a much more fluid transaction,” said Paul Koch, the bank’s associate vice president of commercial lending. “I don’t have to end my call with a customer and call back. Having access to the documents in OnBase saves a lot of time.”
A one-stop shop
Credit Analyst Nick Lublow said the benefits of OnBase reach far beyond information retrieval. Utilizing OnBase’s electronic workflow and WorkView, Lublow gains important visibility into his project pipeline.
“OnBase is pretty much where I live day-to-day. It’s a one-stop shop where I can see what I need to work on that day and access my actual working documents.”
Automated workflow also allows employees to create deadlines and goals. It also provides a clear view of where bottlenecks are occurring, which allows management to find timely solutions to problems and keep processes moving forward.
OnBase also integrates with Civista’s core Jack Henry system. According to Deb Kline, senior vice president of strategic initiatives, their retail banking employees give the solution rave reviews. They now have immediate access to driver licenses, signature cards and other critical information when they click on customer identification numbers, loan numbers or account numbers.