Access Information Wherever You Are: How to Use Mobile Solutions to Stay Connected

by: Steve Comer, Credit Union Industry Manager, Hyland Software

If credit union members can use their cell phones to track the location of their friends, upload embarrassing pictures to Facebook or download and listen to music, why do credit union employees have to leave information behind when they’re on the road or working from home? Shouldn’t they be able to stay as connected as their average member?

Now they can.

Many key decision makers spend a lot of time on the road or out of the office. They need access to real-time information from their mobile phone, so they can make informed decisions wherever they are. And we’re not just talking about access to emails or the Internet. They need to interact with their work processes, and to do that, they need to view documents and all the pertinent information that surrounds them.

Today’s leading enterprise content management (ECM) applications are capable of extending their solutions to mobile devices like smartphones and tablets, so managers can make important decisions outside of the office with all the information they need at their fingertips. By simply extending your ECM solution, you don’t need to reinvent the wheel, you just take it with you.

Here’s how mobile ECM solutions help keep business going when you’re not there:

  1. Staying connected to documents and information
  2. Keeping processes moving, quickly and accurately
  3. Accessing transactions to stay current

By giving employees access to their daily processes wherever they are, you’re able to keep key processes like loan approvals, account maintenance requests and member inquiries moving forward. As a result, your credit union isn’t at risk of losing members to a competitor who answers questions quicker. And with mobile access to transactions, everyone stays in the loop. Processes continue to move forward even when key personnel are out of the office. Business continues to run as efficiently as possible, regardless of where you or your employees are.

Of course, not all mobile ECM solutions are the same. Here are a few things to look for to ensure you get the most value along with the business benefits your employees need to get work done faster and more accurately:

  • Applications built specifically for each individual device so users have a good experience – no matter what device they use.
  • Seamless integration with mission-critical workflow processes, giving users direct access to their step in processes.
  • Convenient search capabilities to access documents from anywhere so employees can quickly and easily find what they need and keep processes moving forward.
  • User friendly and easy-to-use applications that let users immediately see the information they need and act upon it quickly so processes keep moving quickly and accurately.

As credit unions continue to play a large role in the financial services industry, using mobile banking applications makes your employees more productive, resulting in higher levels of member satisfaction. Mobile applications are no longer a “nice to have.” Members are demanding them and employees need them.

Steve Comer, Credit Union Industry Manager, Hyland Software
Developed by Hyland Software, Inc., OnBase® document management solution meets the unique service and regulatory needs of more than 550 credit unions. OnBase allows credit unions to instantly access documents by integrating with core systems to reduce costs and increase processing times while safeguarding member information.  In 2011, Hyland Software was recognized again as a Leader in the Gartner Magic Quadrant and was honored as the CUES Suppler of the Year for its contributions and achievements in the credit union industry.

Steve Comer

Steve Comer

Steve Comer, Director of the Financial Services industry at Hyland Software. For the past 13+ years, Steve has been dedicated to helping the financial services industry transform their business through ... Web: Details