Featured resources

Hyland named a Challenger in the 2024 Gartner® Magic Quadrant™ report for Document Management
Gain insights into why Hyland is recognized as a trusted document management provider.

Deep Analysis Market Momentum Index™: Intelligent Automation, Artificial Intelligence, and Data
How intelligent automation and AI are shaping organizational strategies.

2024 Gartner® Hype Cycle™ for Artificial Intelligence
Explore Gartner analysis of a wide range of AI innovations, as well as the analyst firm’s predictions on which are likely to be the most transformative.
56 results
Driving outstanding advisor-client engagement in wealth management
Leading firms are focusing on creating seamless experiences for investors and the advisors who serve them.
The tech revolution in mortgage servicing
Leveraging innovation to avert the next housing crisis.
UK bank
One of the UK's largest banks created a differentiated user experience using the Nuxeo Platform.
Evaluating content capabilities in financial services
Use this checklist as a guide to selecting the right intelligent content solutions provider for your organization.
Navigate your digital journey
How can financial services organizations navigate your digital transformation journey while meeting the increasing demands of the digitally connected consumer?
Three paths to accelerating growth in financial services
Navigate your digital journey and grow your business by optimizing your digital strategy.
Navigating digitalization in financial services
How four organizations increased efficiency and improved business processes.
Advancing your digital journey in financial services
A guide to selecting the right content services provider for your financial services organization.

Connecting systems, people and processes with workflow
Are you ready to stop relying on paper and start connecting your organization with instant access to information?
The vital importance of customer retention in the mortgage industry
For lenders looking to build the best customer experience possible, customer retention is a challenge they must overcome. Learn how to solve this problem.
OnBase integration for Episys
View and archive information directly from your core credit union solution.
Mortgage lenders cite top challenges and concerns
A lack of qualified buyers is a key issue.
Navigate your digital journey
Discover Hyland’s financial services solutions.
Overcome the big tech threat in financial services
Big Tech companies like Amazon and Google are shaking up the financial services industry. It’s time to face the elephant in the room: What will you do when Big Tech starts selling financial services?
AI: The future of content management in financial services
This paper explores the benefits of AI in content management for financial services firms.
Digital business playbook for financial services
Discover the trends driving digital transformation and the strategies for success in banking and insurance.
Three paths to accelerating growth
Download this paper to learn the next step in your financial services organization’s digital journey.
Overcoming the challenges of digital transformation in wealth management
Wealth management is “one of the least tech-literate” sectors of financial services, but their customers are becoming increasingly tech-savvy. Get the insights.
Master the top 8 trends in financial services
What they are, why they matter and how your organization can leverage content services to conquer them.
The connected credit union
This e-book highlights tips for increasing information access and communication.
How AI-Enabled Intelligent Document Processing is Modernizing Bank Operations
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Cecabank
Cecabank transforms its legacy, paper-based systems with Alfresco platform to be a modern, future-ready financial institution.
First Ukrainian International Bank
Leading Ukrainian bank enhances services, improves efficiencies and sets itself up for future scalability by digitizing content.
Investment bank
Prominent financial firm uses Hyland RPA to automate daily regulatory reporting activities, eliminating more than four hours of manual labor per day.
SuperIQ
Australian finance firm delivers information fast to trustees and finance professionals thanks to Hyland's Alfresco platform.
RBC Capital Markets
Leading investment bank modernizes operations with Hyland's Alfresco platform.
Red Canoe Credit Union
Financial institution enhances member service thanks to Hyland's integration with DocuSign.
Suncoast Credit Union
Credit union uses enterprise workflows to accommodate rapid growth.
Wiener Privatbank
Austrian capital market company maximizes efficiency and transparency with process automation.
ABN AMRO Bank
Dutch bank taps Hyland's Nuxeo Platform for a modern approach to information management.
Colonial Savings
Lender improves compliance and eliminates external challenges with Hyland's ShareBase.
Creditplus Bank AG
Bank automates and streamlines manual workflows by digitizing the loan payment process.
DAB Bank AG
German bank brand uses Hyland's Alfresco platform to meet future challenges fully prepared and with continued flexibility.
First National Bank of America
Financial institution uses document tracking to support loan workflows from origination to servicing.
Redstone Federal Credit Union
Large credit union utilizes Hyland solutions to transform debit card dispute process.
Alliant Credit Union
Financial cooperative implements a more robust ECM solution and increases efficiencies enterprisewide.
American National Bank of Texas
Future-ready bank uses Hyland’s OnBase platform in the cloud to automate business processes, securely manage documents and empower employees.
BentallGreenOak
Real estate development firm sees $1 million return on AP automation investment.
BNP Paribas Fortis
International bank improves construction project approval process with Hyland's Alfresco platform.
How AI-enabled intelligent document processing is modernizing bank operations
Explore IDP use cases and take a closer look at Hyland’s industry-leading solution.
Digitizing the legacy platform
Experts from Hyland and Celent discuss the benefits of digital solutions that enhance speed and security — and how it can transform the financial industry.
Lenders use Hyland’s PII Compliance for Auto-Redaction
PII Compliance Solution provides automated redaction for lenders facing new regulations.
50+ RPA use cases
Find out how RPA is being used across a range of organizations, with this list of over 50 use cases for the technology.
9 Strategies for Financial Service Transformation
The landscape for banks, credit unions and lenders can often feel hard to navigate — but the digital path forward doesn’t need to be an uncharted venture.
Using RegTech to amplify risk management strategies for financial services
Banks, credit unions and wealth management firms must keep up with the constantly evolving regulations — but what kind of technology gets the job done?
Hyland expert on intelligent automation in banking
How can banks and credit unions keep up with the increased demand? Often, they turn to automation.
Hyper-personalization: The future of banking experiences
Hyper-personalized interactions are the building blocks of best-in-class customer experiences.
3 ways to tackle mortgage servicing pain points
Address challenges while improving relationships with borrowers, increasing productivity and creating growth opportunities.
From tellers to terabytes: The digital makeover of modern banking
Stewart Watterson of Datos Insights takes a deep dive on how AI is the new currency of success in the financial industry.
Boost Mortgage lender efficiency and Customer Service
Fannie Mae and Freddie Mac have predicted that, by the time all the forms were signed and the housewarming gifts were delivered, the 2021 tally for mortgage loan originations will top $4 million.
4 ways CCM adds value to Banks and Credit Unions
How to increase customer and member engagement while decreasing the effort involved.
8 reasons to modernize your financial services institution
Here’s how financial services firms can future-proof their ECM infrastructure and solve ever-shifting content and compliance challenges.
Enhancing customer experience with Hyland Composer
The banking and financial services industry is right in the middle of a competitive landscape driven by the demands of customer personalization and smoother digital experiences.
4 reasons financial shared services leaders should care about visibility
Connecting your documents, data and processes eliminates gaps and ensures payables and receivables staff have the information they need, whenever they need it.
Impact of Fed Rate hikes on Retail Banking
The interplay between the current inflation levels and the Federal Reserve’s rate hike response will affect banks differently at different times.
3 reasons OnBase and Episys are better together
Credit unions get the best value out of their Episys core when they integrate with OnBase.