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Hyland Software Announces its 5,000 Financial Services Customer

Posted On February 15, 2013 by Teresa Bertucci

Enterprise content management (ECM), often referred to as document management, has proven its capabilities to help financial institutions, including banks, credit unions and lending organizations, better manage documents, eliminate risk and most importantly provide better service to customers and members. Hyland Software recently announces its success in delivering software that increases speed, accuracy and efficiency with its 5,000th financial services customer, 3Rivers Federal Credit Union (FCU).

3Rivers FCU, located in Fort Wayne, Indiana, already knew the significance an ECM solution could deliver to its business processes, having previously used an ECM solution that fit its former document management needs. As those needs changed, the solution couldn’t evolve to provide new functionality and meet new requirements. Because the stagnant solution didn’t bring the innovation the credit union needed, 3Rivers FCU decided to look for a vendor that continuously upgrades and evolves its software offering.

After attending Hyland Software’s annual user conference, the OnBase Training and Technology Conference (OTTC), 3Rivers knew Hyland could deliver on its promise to become a partner in helping the credit union leverage ECM to increase efficiency, the speed of operations, and achieve its goal of providing outstanding member service.

“Attending OTTC was very beneficial for us. While there, we attended classes that reviewed the software’s functionality and spoke with current credit union customers,” said Victoria Morris, 3River FCU’s records program manager. “We chose OnBase because it has the capabilities we need for records retention, esignatures and workflow, and an innovative roadmap that will continue to add capabilities.”

Using the records management functionality in OnBase, the credit union will store records within compliance timeframes, and then purge those records when they are no longer needed. The most valuable benefit, however, is in OnBase’s workflow functionality. Workflow will enable 3Rivers FCU to completely transform the mortgage lending processes by spending less time searching for missing or incomplete mortgage lending documents, and more time making decisions on those documents, enabling faster and better member service.

Click here to view the entire Hyland Software press release.

Hyland Software was recently featured in PayStream’s Q4 2012 report titled Receivables Document Management: Moving Towards a Paperless AR Organization. Download a complimentary copy of the report today to learn about Hyland’s solution. The report includes a detailed profile and case study on Hyland Software.

About The Author: Teresa Bertucci

Teresa is research manager at PayStream Advisors and spends most of her time reviewing automation solutions and attending software demos and writing PaySteam's research. When she isn't writing or reviewing she is baking up exquisite cake confenctions for us at PayStream.

Hyland Software Announces its 5,000 Financial Services Customer

About The Author: Teresa Bertucci

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