Financial Services Software Solutions | Document Management

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Understand the benefits and overcome the challenges of going digital in “one of the least tech-literate” sectors of financial services.

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Financial Services Software Solution

In today’s digital-first world, financial services organizations are facing new types of competition and consumers that expect fast and easy digital connections. Hyland’s content services platform can help your financial institution drive digital transformation strategies, meet ever-changing compliance requirements and deliver stellar customer experiences.

With scalable and configurable capabilities, our solutions can help you chart a course for a successful digital journey:

Electronically capture and access documents from wherever staff are located – in the office, working remotely or from the field
Automate workflow and document routing to accelerate decisions and reviews
Leverage rapid, low-code application development for faster solution delivery
Integrate with core financial services software, extending its value

We created efficiencies, increased accuracy and lowered costs through structured processing. This allows us to continue to move quickly to provide great service to our members.

― Heather Lally, Vice President of Operations, Alliant Credit Union
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With the ability to easily create workflows and get help complying with regulations, our return on investment is immeasurable.

― Wanda Chambers, SVP Payment Services, Suncoast Credit Union

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The solution’s approach was innovative. While many businesses use OnBase to track documents and document types, most banks are searching for a way to track loans.

― Jon Hinsman, Records Dept. Manager, First National Bank of America

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