Episys Integration for OnBase

Enhance member service by integrating Episys with content services

View and archive information directly from your core Jack Henry credit union software solution

Hyland’s new Episys integration for OnBase syncs information, like transactions, member information, tracking records and more, automatically to the related Episys record. The integration also gives users the ability to view and archive documents directly from their Episys system. And, with OnBase, credit unions benefit from the robust features and functionality that a content services platform delivers. No manual posting of information to the core is necessary.

Never leave the core solution

Our purpose-built integration, using Jack Henry’s SymXchange system, provides users with the ability to view and archive documents and information directly from the core, as well as update the core when performing certain functions in OnBase.

  • Episys users never have to leave the core to update data manually in another system on another screen.

Enjoy the breadth and depth of content services

Users also enjoy the breadth and depth of OnBase content services. Business processes like accounts payable, human resources and contract management run more efficiently. This allows users to capture, process and retrieve the information they need, when they need it.

  • Quickly finding documents, data and information is a competitive advantage and empowers employees to respond quickly to member requests.

See a complete view of the member

By providing users with easy, secure access to complete information — anytime, anywhere, on any device — we help enable credit unions to digitally transform and facilitate more responsive, meaningful interactions with members.
  • Serving as a content services hub, OnBase smartly surfaces content in context by connecting data and systems across the credit union.

Increase productivity with innovative intelligent automation

Intelligent automation and workflow solutions anticipate the needs of users and customers. They help reduce costs and improve speed, accuracy and transparency by minimizing repetitive, manual tasks and removing bottlenecks.

Give employees time to focus on high-value tasks and develop more meaningful, relevant connections with the members they serve.