Financial Services

Next Phase Solutions provides technology to digitize and manage financial services documents and data in a connected world.

The financial services industry is moving fast. Today’s complex, competitive market is dictated by changing regulations, technologically equipped customers and the need to increase profit margins.

OnBase by Hyland is an advanced digital platform that allows banks, credit unions and lending institutions to effortlessly accelerate performance and keep pace with changing business demands. From simplifying audits to providing swift member service to closing loans faster, find out how OnBase can optimize the processes that drive your business forward.

Eliminate information silos by interconnecting your financial institution.

Support growth initiatives at your bank while meeting changing business needs with one solution, one code base and one vendor.  Manage documents and automate processes with OnBase’s banking software solutions.

Stop relying on paper to immediately access content, cut costs and proactively manage regulations and audits. With increased visibility into your documents and processes, your speed and accuracy help you provide superior customer service.

Audit and Compliance

Support compliance initiatives and easily provide documentation to auditors.

Fraud Investigation

Provide your customers with peace of mind and quick resolution, should theft occur.

Card Services

With paperless card service solutions, you increase your speed and accuracy, get help complying with regulations and offer innovative services.

Check Processing

OnBase helps you meet Check 21 requirements, reduces check processing costs and eliminates delays.

Mobile Banking Solutions

Empower personnel to stay connected to documents and processes to make informed decisions – wherever they are.

Operations Solutions

OnBase gives your financial institution a single reference point across all departments and processes to increase your speed and accuracy while decreasing costs.

Trust Management

Retain customers while maintaining compliance with evolving rules and regulations.

Provide Faster, Better Service

Share information, speed processes and provide excellent member service through automated paperless processes.  Stop relying on paper to immediately access content, cut costs and proactively manage regulations and audits. With increased visibility into your documents and processes, your speed and accuracy help you provide superior customer service.

Transform the Lending Experience

Automate processes and reduce error-prone manual tasks for faster, more cost-effective and compliant lending processes.  According to the ABA, consumers expect digital loan origination channels, but only seven percent of banks can handle loan products digitally from end-to-end. With high demand for faster turn-around in loan processing and the ability to interact digitally, financial institutions need a customer-centric lending solution that speeds processing, while prioritizing information accuracy and security.

With Next Phase Solutions you can meet business and consumer demands with our powerful loan processing platform.

OnBase by Hyland is a flexible and scalable platform technology suite that features:

  • Intelligent Capture
  • Point-and-click configurable workflow
  • Real-time tracking and reporting
  • Integration with any LOS

With OnBase, your institution can achieve:

  • Automation of the entire loan process, from origination to delivery to servicing
  • Complete information and process transparency
  • Compliance despite complex and changing regulations
  • Swift, borrower-centric service
  • Increased loan processing capability without adding resources
  • Reduced loan production costs

Improve client service, retain top advisors and meet regulatory requirements.

Free your wealth management institution from the costs and constraints of the paper-based world by capturing documents and information electronically.  Capture documents, information electronically; break free from a paper-based world.  Our wealth management software solution allows users to capture and store documents and information electronically. Once stored in OnBase, employees gain instant access to the information they need, when they need it. Employees are empowered to provide customers with faster, more accurate service. 

Secure, paperless, automatic routing speeds processes like account opening and management, increasing your organization’s efficiency and profitability.

The OnBase wealth management software solution: 
Speeds account opening
Provides a 360 view of each client
Optimizes operations processes

Integrate wealth management software systems and share real-time information.

Easily integrating with your portfolio management software solution, OnBase allows users to quickly access documents and data without leaving their core application’s familiar interface. OnBase also ensures content security while helping you proactively manage regulation compliance. 

With native business process tools like workflow and eForms, OnBase also provides increased process visibility. Workflow automatically routes tasks – like the need to fix incomplete documentation – and alerts staff when it needs to take action, ensuring processes are completed quickly and accurately. Items that do not require staff interaction route straight through for processing.

Meanwhile, dashboards offer insight to monitor performance as well as pipelines. And a fully auditable trail of interactions helps institutions maintain regulatory compliance while making audits more efficient and timely.

Mobile ready wealth management.

OnBase’s integration with any mobile platform makes all the same information available from any tablet or mobile device. You can extend content outward, making it accessible to clients. This allows wealth managers to connect in real time with their clients, make decisions in a collaborative format – ultimately growing and securing the client relationship for the long-term. 

You can even take your solution to the Hyland Cloud. Rapid deployment, reduced up-front capital expenditure and enhanced security and disaster recovery are just a few reasons. If your IT department is overburdened, now is the time to investigate letting OnBase Cloud professionals deploy, manage, maintain, monitor and upgrade your solution – so you don’t have to. 

Set yourself – and your clients – up for success with instant access to real-time information.

Provides a 360 view of each client
Optimizes operations processes

Solutions for an integrated banking system.

 Integrate your core banking platform, LOS and more to create a more connected, efficient, compliant and cost effective financial enterprise.

We’ve never met an app we didn’t like. OnBase customers have integrated ECM into more than 500 unique applications without custom coding. And it’s not just about retrieving documents – OnBase provides more than 30 different options for integration with key financial technologies.

Integrations with existing applications ease transitions to new software, improve user adoption and eliminate switching between screens to find the right information. Integrating with OnBase also allows for faster document indexing, increasing content capture speeds and eliminating the risk of human error from manual entry.

Core Banking Integrations.

 Integrate your important systems so they can share information and communicate, making your existing technologies more powerful.

Core Credit Union Integrations.

 Integrating your important systems with OnBase gives them the ability to communicate so employees stay in familiar applications and quickly find information.

Electronic Signature Software.

Generate and sign documents – then make them immediately available in a secure, central repository with OnBase e-signature solutions.

Solving with Simplicity


1221 East Broadway Street
Suite 1001
Oviedo, FL 32765

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