Member Services Solutions for Credit Unions

Delivering superior member service is hard to do when membership files and financial documents are stored in massive vaults, dusty file rooms and overloaded file cabinets. Just ask Anheuser-Busch Employees' Credit Union (ABECU). 

“Our employees had to battle boxes and folders full of current and previous members' documents to find what they needed,” says Stephanie Baker, LAN services coordinator and OnBase system administrator for ABECU. “As a result, departmental processes – including lending, member service and HR – slowed down. Finding a single document could take up to five days. Our members deserved better.” 

So do yours. 

Using technology to improve member services for credit unions and gain a competitive advantage

That’s where OnBase helps. By capturing documents – and information – electronically and then storing and managing them in a secure, central repository, you rely less on paper. That cuts storage, shipping and courier costs. And employees have instant access to documents and information with a few mouse-clicks while staying in the applications they use every day.

Taking it to the next level, you can easily create powerful workflows to automatically route complete and accurate electronic documentation through processes, notifying key stakeholders along the way. Increasing the speed and accuracy of important processes like loan originations is better for everybody involved – both employees and members.

Not only does OnBase allow faster access to information to answer member inquiries quicker than your competition, but it also guarantees consistent and timely management and disposition of documents. This facilitates easier audits and ensures compliance with internal and external standards. 

Improve your member service, increase your sales opportunities

OnBase ties together disjointed processes across your credit union, connecting your main branch and member files to all of your other branches. You easily share information across departments and branch offices and automate time-consuming, repetitive tasks so your employees focus on delivering better service to your members. Instead of waiting for answers, they have time to turn those conversations into an opportunity to talk about new products and services your credit union offers. 

From online transactions to in-person interactions, you meet members’ needs faster and more securely. Your employees access documents and content in OnBase right from their core system. Members wait less and your staff spends less time searching through stacks of paper. That’s a competitive advantage. 

Credit Union