Case Study: Advancial Federal Credit Union achieves instant document access and faster member service with Hyland's OnBase

Credit union integrates with core to improve service and reduce costs

Advancial Federal Credit Union, serving more than 90,000 members across 16 branches, was hampered by paper-based, manual processes that slowed service and increased operational friction. These delays undermined the credit union’s goal of delivering superior member service and lasting value.

Working with PROFORMANCE, Advancial implemented OnBase by Hyland and integrated it with its Episys core to create paperless workflows, electronic capture and teller-side e-signatures. The result: document retrieval dropped from a two-day wait to under one minute, remote and branch staff gained instant access to records, departments saved 10–20 hours per month on searches, and member service and compliance improved while avoiding substantial new hiring.

Advancial Federal Credit Union

Gary Masters

Assistant Vice President