Financial Services Solutions

Enhance your financial systems and business-critical reporting with OnBase

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In addition to concerns like profitability and customer service, today’s global economy adds a slew of new challenges to the financial services industry. Cost reduction. Risk management. Compliance.

OnBase is an enterprise financial software solution that can enhance financial systems and reporting to help you identify bottlenecks and trouble spots.

More importantly, OnBase can save you time and money.

Banking solutions

From community banks to global financial institutions, thousands of banks worldwide know the benefits OnBase brings to their banking operations. OnBase integrates with existing banking software to harness this knowledge and make it easier to manage and access. The result is bigger profits, increased productivity and happier customers. Think your bank’s operations could benefit from that?

Business needs

OnBase removes paper from banking operations, enabling banks to reduce costs and enhance operational efficiency and customer satisfaction.

Enables commercial & community bank growth.

Connecting systems and bank operations means your team has one place to find everything they need to do their jobs.

Reduces banking operations costs.

No paper to buy. No shipping or storage costs. No need to pay someone to manage it. Cost-effective banking operations.

Enhances and expands cash management.

Community banks and commercial banks can take advantage of our account reconciliation and positive pay solutions.

Meets growing audit and compliance demands.

Gain visibility into your bank’s processes. Integrating OnBase with existing banking software guarantees consistent and timely management of documents and data.

IT needs

To what degree does OnBase impact my IT environment?

OnBase is accessible in multiple environments and across platforms and systems. With OnBase, you put structure around business processes. Instead of happening ad-hoc and haphazardly in various one-off solutions, processes are controlled. 

How does the physical paper process transform into an effective electronic process?

The answer to this question again lies in understanding the business behind the processes you want to transform. More planning and upfront work is needed at the project’s onset than when you’ll actually implement the solution.


Credit union solutions

TheOnBase credit union software solution integrates with existing servicing software to tie together disjointed, cumbersome processes across your credit union. Credit unions that use OnBase can share information across departments and branch offices and automate time-consuming, repetitive tasks so that teams can focus on bringing better service to members.

With the consistent, automated and efficient processes that the OnBase software solution brings, credit unions have more time to fully engage with members.

How do I get started?

Many organizations come to us to help reduce paper. However, too much paper is often a symptom of a bigger problem, like not being able to access content fast enough to keep members happy or records management and legal concerns.

How do I involve my business counterparts?

Ask questions. We’ve found that the best project managers and IT representatives have a true understanding of both the business process that OnBase is to improve and what the problems are with the current system.


Lending solutions

The faster you respond to customers, the better your chances are to do business with them. OnBase reduces the time, costs and risks involved in the delivery of a loan. It also gives you the ability to approve and close loans faster than your competition.

By integrating with existing loan origination software, a custom OnBase solution from AM Data Service helps lenders decrease cycle times and increase profits. Investors and customers receive loan documentation faster and with greater accuracy, which paves the way for future sales opportunities. When it comes time for loan servicing, OnBase solutions manage and associate other required documents with the original loan information. Everything you need for loan processing, underwriting and servicing can be found in one place. How convenient is that?

 


Financial services integrations

OnBase provides more than 30 different options for integration with key financial technologies.

Integrations with existing applications ease transitions to new software, improve user adoption and eliminate switching between screens to find the right information. Integrating with OnBase also allows for faster document indexing, increasing content capture speeds and eliminating the risk of human error from manual entry.


Schedule your free consultation today at 734-744-5300