Card Services

As the trend of 24-7 availability continues through services like mobile and online banking, customers value their bank and debit cards more than ever before. While offering your customers tremendous convenience, without having the proper tools in place on the back end to manage the data and information they generate, “plastic” creates headaches for banks. 

OnBase provides a number of solutions to manage card services tasks, from new card requests to Add/Modify/Delete authorized user requests. With electronic forms and business process automation tools, OnBase offers card services departments a dynamic and easily-configurable way to drive processes more efficiently. OnBase not only manages the documents, but also the data that is required when processing electronic funds transfers (EFTs), eliminating manual data entry and reducing the number of error claims for financial institutions. 

Helping you maintain accuracy, visibility and most importantly, consistency among Regulation E processes, OnBase ensures you follow the proper steps around data collection. This minimises risks of errors and associated costs or fines. 

OnBase also helps maintain customer satisfaction. Customers fill out a short form on your website or make a quick call to a customer service rep and OnBase automatically alerts card services, minimising the potential for fraud alerts, red flags placing a temporary block on the account or termination of your customer’s card – all while easing the administrative burden on your staff. 

With OnBase card services, your bank:

  • Manages documents and data electronically for secure, paperless processing 
  • Automates tasks through business process management tools for increased efficiency 
  • Provides superior customer service at every opportunity to maintain satisfaction and loyalty