Case Study: Hilliard Lyons achieves cost savings and streamlined compliance with Hyland's OnBase Cloud

Hilliard Lyons invests in content management

Hilliard Lyons, an investment and wealth management firm, faced rising costs and inefficiency from manual, paper‑based processes as information volumes grew and regulatory requirements intensified. The firm needed a flexible, compliant solution that would control incoming documents and scale without adding IT staff.

Hilliard Lyons deployed Hyland’s OnBase Cloud as a hosted document‑management platform, integrating with Microsoft Outlook and existing third‑party systems to capture, store and update documents in real time. The move eliminated faxes and extra infrastructure, improved retrieval with folder structures and custom queries, and automated retention and audit trails for compliance—resulting in more than $10,000 annual savings in paper storage, a 60%+ reduction in printing, faster processes, and reduced risk of errors.

Hilliard Lyons

Mitzie O’Rourke

Hilliard Lyons