Press
Hyland Software Announces its 5,000 Financial Services Customer, 3Rivers Federal Credit Union
Milestone shows Hyland’s dedication to the financial services industry and value of ECM for financial services
Cleveland, OH (Feb. 5, 2013) – 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. Today, Hyland Software 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.
“3Rivers FCU is an innovative organization. We want to team technology providers that will partner with us to help us work smarter, not harder. We’re confident that Hyland will enable us to accomplish this, and provide even better member service,” Morris said.
“Reaching the 5,000 financial services customer is a huge milestone for us. It shows the ongoing value that ECM brings to financial institutions to become more efficient in their processes and comply with industry regulations,” said Michelle Shapiro, Hyland’s financial services industry marketing manager. “3Rivers is the perfect representation of this milestone, and we’re delighted to welcome them as a new customer.”
For more information about Hyland’s solution for financial services visit Hyland.com/FinancialServices.
About Hyland Software
For more than 20 years, Hyland Software has been dedicated to meeting organizations’ needs for document and process management with OnBase, an enterprise content management (ECM) solution suite. As OnBase has evolved through consistent product innovation, it remains focused on automating business processes that depend on documents, content and people to operate more effectively.
OnBase enables credit unions, banks and lenders to better manage the content that surrounds their processes. OnBase connects people to the documents, data and processes they need to make more informed decisions. Employee productivity increases because they spend less time searching for paper and dedicate more time to providing quality service to their customers and members.