Examples of solutions
Client Relationship Management & OnBoarding
Loan & Leasing Approval & Contract Flows
Collateral Evaluation Flows & Evaluator Management
Fraud Investigation
Auditor Portals
Compliance
These are just examples. OnBase does what you need it to do. Schedule a short call to see what you have in mind.
Organizes documents and information and makes it easily available to employees, evaluators and customers.
Documents can no longer be lost, they no longer lie in cabinets, but are centralized in OnBase, offering a 360 degree perspective on the client and his products.
Understands any format
OnBase captures documents and data either digitally, from mails, forms and the core banking system, either physically scanned, understanding their content to organize them logically.
Organizes information
All documents and data are organized intelligently, connected together, structured around customers, loans or bank offices. They can be searched using keywords or ‘folder’ interface.
Works with your core banking system
OnBase takes and inserts all the necessary data and documents from and to your core banking system.
Secure
Documents have full history, and destruction as well as expiration policies in conformity with GDPR norms.
Automated Flows
Whether it is about creating a contract, approving an invoice, evaluating a relationship with the bank or a loan or simply managing the entire asset evaluation process, OnBase can automate all information flows.
The client or the employee launches the flow, introduces the data and documents (including pictures and videos if needed) and then OnBase ensures that the folder goes through all the necessary steps. Process actors complete it, verify it, modify or approve it. Depending on the process, the flow can be fixed or flexible, and actors can even be external (evaluators), accessing OnBase through external mobile portals. It all depends on your needs.
OnBase works with your existing systems. It can generate documents automatically based on data taken from the core systems according to established templates. The system can work with electronic signature.
Each process can be closely monitored, timed, and bottlenecks can be rapidly identified. All decisions have full traceability and all involved documents have complete history.
These are just examples. OnBase does whatever you need it to do. Let’s have a short call to discuss your needs.