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Financial Institutions Select OnBase by Hyland

Banks, credit unions and lenders continue to see value in OnBase, enterprise content management (ECM) 

For more than 24 years the financial services industry’s leading banks, credit unions and lenders have invested in ECM software to achieve their goals of compliance, productivity and increased customer service. Today more than 5,500 financial institutions are leveraging OnBase by Hyland to streamline business processes and deliver higher levels of customer service.

“ECM has become a fundamental technology for the financial service industry because of the value it delivers throughout the organization to eliminate paper, streamline processes and improve customer service,” said Michelle Harbinak Shapiro. “At the click of the mouse, financial institutions are able to locate the important information they need to make decisions. That kind of insight eliminates errors and gives banks, credit unions and lenders a competitive advantage.”

Four new customers have chosen OnBase for ECM:

Guardian Savings Bank, a Federal Savings Bank, is one of the strongest performing savings banks in the Cincinnati Tri-State area. Growing from one branch to more than 10 offices in Cincinnati and Kentucky, Guardian services well over $3 billion in mortgage loans and will leverage OnBase to improve service levels through efficient search and retrieval of current reports and documents.

Union Savings Bank is a state-chartered savings association in Cincinnati, Ohio. Operating 29 full-service savings branches and lending offices throughout Ohio and Indianapolis, Indiana, Union Savings Bank is committed to providing personalized financial service. OnBase will help Union Savings continue to deliver exceptional service to its customers and by streamlining its reporting procedures.

Credit Adjustments is a receivables management company holding offices in Georgia, Minnesota, New Hampshire and Ohio. CAI is a leading provider of collection solutions for healthcare, education and consumer organizations nationally. OnBase will help CAI continue to deliver on its core philosophy of providing superior customer service by easing access to clients’ information.

Civista Bank is a full service financial institution with $1.4 billion assets headquartered in Sandusky, Ohio.  Established in 1884, Civista Bank now operates 28 locations across 11 counties.  OnBase will help Civista Bank with document imaging and workflow automation to assist in delivering an exceptional customer service experience.

To learn more about Hyland’s solutions for financial services, visit



About OnBase by Hyland

OnBase is a flexible enterprise content management (ECM) solution that helps organizations manage documents and data to streamline business operations. Integrating with everyday business applications, OnBase provides instant access to critical information when you need it, wherever you are. It is tailored for departments and comprehensive for the enterprise. OnBase gives you what you need today and evolves with you over time whether deployed via mobile, cloud or on-premises. For more information, please visit

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. For more information about OnBase, please visit