Banking & Credit

Many financial institutions, including Commercial Banks, Lenders, Credit Unions, Community Banks and Investment Management firms, utilize Enterprise Content Management (ECM) solutions for imaging, archival, retrieval, workflow and document distribution across the enterprise to streamline processes, reduce costs, and improve customer / member service.

Naviant's OnBase solution combines integrated document management, business process management and records management into a single, web-enabled application. OnBase manages virtually every kind of document (e.g., checks, statements, teller balancing reports, loan documents, exception reports, electronic forms, signature cards, etc.), as well as every stage of the document lifecycle (e.g., loan approval, exception item processing, trust disbursement, etc.).

As a result, Naviant's OnBase solution helps financial institutions overcome the many challenges involved with gaining a sustainable competitive advantage.

Key Benefits for Banking & Credit

Accelerate business processes to lower unit costs & increase productivity
Improve service levels via secure rapid access & delivery of documents
Automate workflow for consumer loan & mortgage processing
Ensure compliance with internal, state & federal regulations
Create full-text searchable pdfs from board minutes
Capture checks, deposits & teller transactions more efficiently upon receipt

Naviant's OnBase solution is rapidly deployable and integrates with existing line-of-business applications and legacy systems, such as core processing systems like ITI, Fiserv, Wausau, or Metavante, loan origination systems, cash management systems, portfolio accounting, call center, CRM and ERP solutions, in order to provide a single point of access to information and workflows across the enterprise.

Banking & Credit Solutions

Banking & Credit Whitepapers