OnBase Authorized Solution Provider

FINANCIAL SERVICES SOLUTIONS

Recognized for its rapid deployment, OnBase integrates with existing line-of-business applications and legacy systems, such as core processing systems, loan origination systems, cash management systems, portfolio accounting, call center, customer relationship management (CRM) and enterprise resource planning (ERP) solutions, in order to provide a single click point of access to documents, data and workflows across the enterprise.

With more than 3,800 financial services customers worldwide, OnBase provides advanced document management within an industry-leading ECM solution. OnBase enables banks, credit unions, investment firms and lenders to overcome the many challenges involved with gaining a sustainable competitive advantage, including the ability to:

  • Increase operational efficiencies
  • Enhance and expand product offerings
  • Improve service levels
  • Lower unit costs
  • Improve customer and member relationships
  • Increase productivity
  • Ensure regulatory compliance (i.e., Sarbanes-Oxley)

Whether deployed onsite or hosted by OnBase OnLine, OnBase modules and solutions can be implemented in stages as needs, budgets or preferences dictate. Consequently, financial institutions can deploy tactical departmental solutions according to a strategic long-term vision for the enterprise.

"The benefits of OnBase in the Department of Social Services are amazing. Clients are not waiting as long, and documents are already brought up when they come in because all caseworkers need to do is hit a button to see the client's information. " - Tom Drum
Senior Programmer/Analyst
"Because of the OnBase success in the Treasurer's Office, the next groups to be rolled out are extremely excited." - Deborah Kovach
Director Information Technology

PDF Downloads