OnBase by Hyland Named a ‘Best-in-Class’ ECM Solution for Wealth Management

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Hyland rated as a ‘Best-in-Class’ solution for content management and enterprise operations support

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Receiving a top rating within the content management capabilities and enterprise operations support categories confirms our expertise for delivering agile and innovative solutions for wealth-specific applications within a user-friendly interface

OnBase by Hyland has been recognized by CEB TowerGroup analysts as a top solution for the wealth management market. In CEB TowerGroup analysts’ 2015 “Enterprise Content Management (ECM) Systems Technology Analysis” report, OnBase was rated as a ‘Best-in-Class’ solution for its content management capabilities and enterprise operations support.

The report identifies current and future market drivers and the needs of the industry, recognizing notable and innovative solutions. CEB TowerGroup analysts recognized vendors in the report based on quantitative and qualitative analyses of each vendor's solution features and functionality based on its understanding of customer needs and implementation practices.

“The CEB TowerGroup analysts’ study helps wealth management organizations validate and verify the top providers of ECM,” said Michelle Harbinak Shapiro, financial services marketing portfolio manager at Hyland, creator of OnBase. “Receiving a top rating within the content management capabilities and enterprise operations support categories confirms our expertise for delivering agile and innovative solutions for wealth-specific applications within a user-friendly interface.”

"Nearly 40 percent of wealth management executives expect spending on ECM in increase in 2016,” said CEB TowerGroup practice leader, Peter Delano. “Our assessment will help educate decision makers about top solution providers within the ECM landscape, with a sharp focus on supporting the unique aspects of the wealth management business in areas such as advisor productivity and industry-specific application integration.”

To learn more about the OnBase solution for wealth management visit OnBase.com/FinancialServices or download the report today.

About OnBase by Hyland
OnBase is a flexible enterprise content management (ECM) solution that helps organizations manage documents and data to streamline business operations. Integrating with everyday business applications, OnBase provides instant access to critical information when you need it, wherever you are. It is tailored for departments and comprehensive for the enterprise. OnBase gives you what you need today and evolves with you over time whether deployed via mobile, cloud or on-premises.

OnBase enables credit unions, banks and lenders to better manage the content that surrounds their processes. OnBase connects people to the documents, data and processes they need to make more informed decisions. Employee productivity increases because they spend less time searching for paper and dedicate more time to providing quality service to their customers and members. For more information about OnBase, please visit OnBase.com.

Technology Assessment Disclaimer

CEB does not endorse any vendor, product or service depicted in our CEB TowerGroup publications and does not advise technology users to select only those vendors rated "best in class." CEB TowerGroup research publications consist of the opinions of CEB TowerGroup's analysts and should not be construed as statements of fact. CEB disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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Megan Klingshirn
Hyland, creator of OnBase
+1 (440) 788-4988
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