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data-sveltekit-reload="true" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/platform/integrations"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Systems Integrations</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/platform/collaboration" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Collaboration</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/platform/cloud" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Cloud</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><!--]--></ul> <div class="HeaderNavigation__l2-feature svelte-13v48v4"><div data-name="MenuFeature" data-testid="MenuFeature" class="svelte-y6mf28"><div class="svelte-y6mf28"><div class="MenuFeature__content flow svelte-y6mf28"><p class="text-lg weight-semibold"><!---->2026 Gartner® Magic Quadrant™ for Document Management<!----></p> <p><!--[0--><!---->Hyland named a Leader for our ability to execute and completeness of vision. Download the complimentary report to see the full analysis.<!----><!--]--><!----></p> <!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="text" data-size="medium" data-inverse="" href="/en/resources/analyst-reports/gartner-magic-quadrant-document-management-report" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Read the report</span> <!--[0--><span data-name="Icon" data-testid="Icon_arrow_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!----></div> <div class="MenuFeature__img svelte-y6mf28"><!--[0--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/2893x3200/aae4dc162e/gmq_dm_figure1.png/m/100x100/smart" alt="Hyland Named a Leader in 2026 Gartner® Magic Quadrant™ for Document Management" loading="lazy" fetchpriority="auto" style="aspect-ratio: 1;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div></div></div><!----></div> <!--[--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--]--> <div class="HeaderNavigation__l2-close desktop-menu svelte-13v48v4"><!--[0--><button data-name="Button" data-testid="Button" class="Button svelte-mzyhlk" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[0--><span data-name="Icon" data-testid="Icon_dismiss" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--> <span class="Button__label svelte-mzyhlk">Close menu</span> <!--[-1--><!--]--><!--]--></button><!--]--><!----></div></div></div></div><!--]--></li><li class="svelte-13v48v4"><!--[-1--><!--[0--><button data-name="Button" data-testid="Button" id="l1_button_1_s1" class="Button HeaderNavigation__l1-button svelte-mzyhlk" popovertarget="l1_menu_1_s1" data-variant="text" data-size="medium" data-inverse=""><!--[-1--><!--[-1--><!--]--> <span class="Button__label svelte-mzyhlk">Solutions</span> <!--[-1--><!--]--><!--]--></button><!--]--><!--]--> <!--[0--><div id="l1_menu_1_s1" class="HeaderNavigation__l1-menu svelte-13v48v4" aria-labelledby="l1_button_1_s1" popover="" data-content-backdrop=""><div class="layout svelte-13v48v4"><div class="HeaderNavigation__l2-menu svelte-13v48v4"><ul class="HeaderNavigation__links HeaderNavigation__l2-links svelte-13v48v4"><!--[0--><button data-name="Button" data-testid="Button" class="Button mobile-menu svelte-mzyhlk" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[0--><span data-name="Icon" data-testid="Icon_chevron_left" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--> <span class="Button__label svelte-mzyhlk">Back</span> <!--[-1--><!--]--><!--]--></button><!--]--><!----> <!--[--><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Solutions Overview</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[1--><!--[0--><button data-name="Button" data-testid="Button" id="l2_button_1_s1" class="Button HeaderNavigation__l2-button svelte-mzyhlk" aria-controls="l2_menu_1_s1" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[-1--><!--]--> <span class="Button__label svelte-mzyhlk">By Industry</span> <!--[0--><span data-name="Icon" data-testid="Icon_chevron_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></button><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[1--><!--[0--><button data-name="Button" data-testid="Button" id="l2_button_2_s1" class="Button HeaderNavigation__l2-button svelte-mzyhlk" aria-controls="l2_menu_2_s1" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[-1--><!--]--> <span class="Button__label svelte-mzyhlk">By Department</span> <!--[0--><span data-name="Icon" data-testid="Icon_chevron_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></button><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[1--><!--[0--><button data-name="Button" data-testid="Button" id="l2_button_3_s1" class="Button HeaderNavigation__l2-button svelte-mzyhlk" aria-controls="l2_menu_3_s1" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[-1--><!--]--> <span class="Button__label svelte-mzyhlk">Services</span> <!--[0--><span data-name="Icon" data-testid="Icon_chevron_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></button><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/technical-support" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Technical Support</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/products" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">All Products</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><!--]--></ul> <div class="HeaderNavigation__l2-feature svelte-13v48v4"><div data-name="MenuFeature" data-testid="MenuFeature" class="svelte-y6mf28"><div class="svelte-y6mf28"><div class="MenuFeature__content flow svelte-y6mf28"><p class="text-lg weight-semibold"><!---->Intelligent document processing<!----></p> <p><!--[0--><!---->Automate your document-centric processes with AI-powered document capture, separation, classification, extraction and enrichment.<!----><!--]--><!----></p> <!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="text" data-size="medium" data-inverse="" href="/en/solutions/products/intelligent-document-processing" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Learn about Hyland IDP</span> <!--[0--><span data-name="Icon" data-testid="Icon_arrow_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!----></div> <div class="MenuFeature__img svelte-y6mf28"><!--[0--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/0b0a066ed3/adobestock_1004554714.jpeg/m/100x100/smart" alt="An abstract design showcasing a red and blue background with a prominent diagonal line cutting across." loading="lazy" fetchpriority="auto" style="aspect-ratio: 1;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div></div></div><!----></div> <!--[--><!--[-1--><!--]--><!--[0--><div id="l2_menu_1_s1" class="HeaderNavigation__l3-menu svelte-13v48v4"><ul class="HeaderNavigation__links HeaderNavigation__l3-links svelte-13v48v4"><!--[--><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/industries" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Industries Overview</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/industries/healthcare" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Healthcare</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/industries/financial-services" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Financial Services</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/industries/government" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Government</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/industries/insurance" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Insurance</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/industries/education" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Education</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/industries/media-and-entertainment" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Media &amp; Entertainment</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/industries/manufacturing" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Manufacturing</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/industries/cpg-and-retail" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">CPG &amp; Retail</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/industries/other-industries" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Other Industries</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><!--]--></ul> <!--[0--><div class="HeaderNavigation__l3-feature svelte-13v48v4"><div data-name="MenuFeature" data-testid="MenuFeature" class="svelte-y6mf28"><div class="svelte-y6mf28"><div class="MenuFeature__content flow svelte-y6mf28"><p class="text-lg weight-semibold"><!---->Industries<!----></p> <p><!--[0--><!---->It's your unique digital evolution … but you don't have to face it alone. We understand the landscape of your industry and the unique needs of the people you serve.<!----><!--]--><!----></p> <!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="text" data-size="medium" data-inverse="" href="/en/solutions/industries" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Overview of industries</span> <!--[0--><span data-name="Icon" data-testid="Icon_arrow_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!----></div> <div class="MenuFeature__img svelte-y6mf28"><!--[0--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/a37fb17aa3/cleveland-hyland-company.jpg/m/100x100/smart" alt="Two people review data analytics graphics on a conference call." loading="lazy" fetchpriority="auto" style="aspect-ratio: 1;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div></div></div><!----></div><!--]--></div><!--]--><!--[0--><div id="l2_menu_2_s1" class="HeaderNavigation__l3-menu svelte-13v48v4"><ul class="HeaderNavigation__links HeaderNavigation__l3-links svelte-13v48v4"><!--[--><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/departments" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Departments Overview</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/departments/accounting-finance" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Accounting &amp; Finance</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/departments/human-resources" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Human Resources</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/departments/legal" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Legal</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><!--]--></ul> <!--[0--><div class="HeaderNavigation__l3-feature svelte-13v48v4"><div data-name="MenuFeature" data-testid="MenuFeature" class="svelte-y6mf28"><div class="svelte-y6mf28"><div class="MenuFeature__content flow svelte-y6mf28"><p class="text-lg weight-semibold"><!---->Departments<!----></p> <p><!--[0--><!---->Countless teams and departments have transformed the way they work in accounting, HR, legal and more with Hyland solutions.<!----><!--]--><!----></p> <!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="text" data-size="medium" data-inverse="" href="/en/solutions/departments" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Overview of departments</span> <!--[0--><span data-name="Icon" data-testid="Icon_arrow_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!----></div> <div class="MenuFeature__img svelte-y6mf28"><!--[0--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/b3545af6ed/adobestock_727920555.jpeg/m/100x100/smart" alt="A bearded man with glasses is focusing on coding with two computer screens displaying blue and green lines of code against a blurred tech-themed background." loading="lazy" fetchpriority="auto" style="aspect-ratio: 1;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div></div></div><!----></div><!--]--></div><!--]--><!--[0--><div id="l2_menu_3_s1" class="HeaderNavigation__l3-menu svelte-13v48v4"><ul class="HeaderNavigation__links HeaderNavigation__l3-links svelte-13v48v4"><!--[--><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/services" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Services Overview</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/services/education-services" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Education Services</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/services/implementation-services" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Implementation Services</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/services/managed-services" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Managed Services</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/services/consulting-services" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Consulting Services</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/solutions/services/data-conversion-services" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Data Conversion Services</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><!--]--></ul> <!--[0--><div class="HeaderNavigation__l3-feature svelte-13v48v4"><div data-name="MenuFeature" data-testid="MenuFeature" class="svelte-y6mf28"><div class="svelte-y6mf28"><div class="MenuFeature__content flow svelte-y6mf28"><p class="text-lg weight-semibold"><!---->Services<!----></p> <p><!--[0--><!---->It's your unique digital evolution … but you don't have to face it alone. We understand the landscape of your industry and the unique needs of the people you serve.<!----><!--]--><!----></p> <!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="text" data-size="medium" data-inverse="" href="/en/solutions/services" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Overview of services</span> <!--[0--><span data-name="Icon" data-testid="Icon_arrow_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!----></div> <div class="MenuFeature__img svelte-y6mf28"><!--[0--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/f81da832e8/implementation-services-source.jpeg/m/100x100/smart" alt="Two young professionals collaborate at a desktop computer." loading="lazy" fetchpriority="auto" style="aspect-ratio: 1;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div></div></div><!----></div><!--]--></div><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--]--> <div class="HeaderNavigation__l2-close desktop-menu svelte-13v48v4"><!--[0--><button data-name="Button" data-testid="Button" class="Button svelte-mzyhlk" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[0--><span data-name="Icon" data-testid="Icon_dismiss" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--> <span class="Button__label svelte-mzyhlk">Close menu</span> <!--[-1--><!--]--><!--]--></button><!--]--><!----></div></div></div></div><!--]--></li><li class="svelte-13v48v4"><!--[-1--><!--[0--><button data-name="Button" data-testid="Button" id="l1_button_2_s1" class="Button HeaderNavigation__l1-button svelte-mzyhlk" popovertarget="l1_menu_2_s1" data-variant="text" data-size="medium" data-inverse=""><!--[-1--><!--[-1--><!--]--> <span class="Button__label svelte-mzyhlk">Customers</span> <!--[-1--><!--]--><!--]--></button><!--]--><!--]--> <!--[0--><div id="l1_menu_2_s1" class="HeaderNavigation__l1-menu svelte-13v48v4" aria-labelledby="l1_button_2_s1" popover="" data-content-backdrop=""><div class="layout svelte-13v48v4"><div class="HeaderNavigation__l2-menu svelte-13v48v4"><ul class="HeaderNavigation__links HeaderNavigation__l2-links svelte-13v48v4"><!--[0--><button data-name="Button" data-testid="Button" class="Button mobile-menu svelte-mzyhlk" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[0--><span data-name="Icon" data-testid="Icon_chevron_left" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--> <span class="Button__label svelte-mzyhlk">Back</span> <!--[-1--><!--]--><!--]--></button><!--]--><!----> <!--[--><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/customers" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Customer Overview</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/customers/case-studies" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Case Studies</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><!--]--></ul> <div class="HeaderNavigation__l2-feature svelte-13v48v4"><div data-name="MenuFeature" data-testid="MenuFeature" class="svelte-y6mf28"><div class="svelte-y6mf28"><div class="MenuFeature__content flow svelte-y6mf28"><p class="text-lg weight-semibold"><!---->Customers<!----></p> <p><!--[0--><!---->Discover why Hyland is trusted by thousands of organizations worldwide.<!----><!--]--><!----></p> <!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="text" data-size="medium" data-inverse="" href="/en/customers" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Hear from our customers</span> <!--[0--><span data-name="Icon" data-testid="Icon_arrow_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!----></div> <div class="MenuFeature__img svelte-y6mf28"><!--[0--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/578402622f/adobestock_567652292.jpeg/m/100x100/smart" alt="Two women looking at a tablet and having a business discussion at an office." loading="lazy" fetchpriority="auto" style="aspect-ratio: 1;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div></div></div><!----></div> <!--[--><!--[-1--><!--]--><!--[-1--><!--]--><!--]--> <div class="HeaderNavigation__l2-close desktop-menu svelte-13v48v4"><!--[0--><button data-name="Button" data-testid="Button" class="Button svelte-mzyhlk" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[0--><span data-name="Icon" data-testid="Icon_dismiss" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--> <span class="Button__label svelte-mzyhlk">Close menu</span> <!--[-1--><!--]--><!--]--></button><!--]--><!----></div></div></div></div><!--]--></li><li class="svelte-13v48v4"><!--[-1--><!--[0--><button data-name="Button" data-testid="Button" id="l1_button_3_s1" class="Button HeaderNavigation__l1-button svelte-mzyhlk" popovertarget="l1_menu_3_s1" data-variant="text" data-size="medium" data-inverse=""><!--[-1--><!--[-1--><!--]--> <span class="Button__label svelte-mzyhlk">Partners</span> <!--[-1--><!--]--><!--]--></button><!--]--><!--]--> <!--[0--><div id="l1_menu_3_s1" class="HeaderNavigation__l1-menu svelte-13v48v4" aria-labelledby="l1_button_3_s1" popover="" data-content-backdrop=""><div class="layout svelte-13v48v4"><div class="HeaderNavigation__l2-menu svelte-13v48v4"><ul class="HeaderNavigation__links HeaderNavigation__l2-links svelte-13v48v4"><!--[0--><button data-name="Button" data-testid="Button" class="Button mobile-menu svelte-mzyhlk" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[0--><span data-name="Icon" data-testid="Icon_chevron_left" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--> <span class="Button__label svelte-mzyhlk">Back</span> <!--[-1--><!--]--><!--]--></button><!--]--><!----> <!--[--><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/partners" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Partner Network</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/resources/partner-application" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Become a Partner</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" data-sveltekit-reload="true" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/partners/find-partners"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Find a Partner</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/partners/partner-resources" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Partner Resources</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><!--]--></ul> <div class="HeaderNavigation__l2-feature svelte-13v48v4"><div data-name="MenuFeature" data-testid="MenuFeature" class="svelte-y6mf28"><div class="svelte-y6mf28"><div class="MenuFeature__content flow svelte-y6mf28"><p class="text-lg weight-semibold"><!---->Partners<!----></p> <p><!--[0--><!---->Our exclusive partner programs combine our strengths with yours to create better experiences through content services<!----><!--]--><!----></p> <!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="text" data-size="medium" data-inverse="" href="/en/partners" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Overview of partners</span> <!--[0--><span data-name="Icon" data-testid="Icon_arrow_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!----></div> <div class="MenuFeature__img svelte-y6mf28"><!--[0--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/44d4fda34a/adobestock_1064084710.jpeg/m/100x100/smart" alt="Two young professionals stand and chat outside their office building; a man in a beige suit and glasses holds a tablet while talking to a woman in a gray blazer holding a hot beverage. The leaves on the trees in the background are orange and red, implying that it's fall." loading="lazy" fetchpriority="auto" style="aspect-ratio: 1;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div></div></div><!----></div> <!--[--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--]--> <div class="HeaderNavigation__l2-close desktop-menu svelte-13v48v4"><!--[0--><button data-name="Button" data-testid="Button" class="Button svelte-mzyhlk" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[0--><span data-name="Icon" data-testid="Icon_dismiss" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--> <span class="Button__label svelte-mzyhlk">Close menu</span> <!--[-1--><!--]--><!--]--></button><!--]--><!----></div></div></div></div><!--]--></li><li class="svelte-13v48v4"><!--[-1--><!--[0--><button data-name="Button" data-testid="Button" id="l1_button_4_s1" class="Button HeaderNavigation__l1-button svelte-mzyhlk" popovertarget="l1_menu_4_s1" data-variant="text" data-size="medium" data-inverse=""><!--[-1--><!--[-1--><!--]--> <span class="Button__label svelte-mzyhlk">Resources</span> <!--[-1--><!--]--><!--]--></button><!--]--><!--]--> <!--[0--><div id="l1_menu_4_s1" class="HeaderNavigation__l1-menu svelte-13v48v4" aria-labelledby="l1_button_4_s1" popover="" data-content-backdrop=""><div class="layout svelte-13v48v4"><div class="HeaderNavigation__l2-menu svelte-13v48v4"><ul class="HeaderNavigation__links HeaderNavigation__l2-links svelte-13v48v4"><!--[0--><button data-name="Button" data-testid="Button" class="Button mobile-menu svelte-mzyhlk" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[0--><span data-name="Icon" data-testid="Icon_chevron_left" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--> <span class="Button__label svelte-mzyhlk">Back</span> <!--[-1--><!--]--><!--]--></button><!--]--><!----> <!--[--><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/resources" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Resources Overview</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/resources/analyst-reports" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Analyst Reports</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/resources/articles" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Articles</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/resources/downloads" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Downloads</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/resources/events" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Events</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/resources/product-news" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Product Releases</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/resources/terminology" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Terminology</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="https://webinars.hyland.com/wcc/eh/4918425/hyland-webinars-virtual-events" target="_blank" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Webinars</span> <!--[0--><span data-name="Icon" data-testid="Icon_open" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" data-sveltekit-reload="true" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/resources/resource-center"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Resource Center</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><!--]--></ul> <div class="HeaderNavigation__l2-feature svelte-13v48v4"><div data-name="MenuFeature" data-testid="MenuFeature" class="svelte-y6mf28"><div class="svelte-y6mf28"><div class="MenuFeature__content flow svelte-y6mf28"><p class="text-lg weight-semibold"><!---->Get monthly insights<!----></p> <p><!--[0--><!---->Join The Shift newsletter for the latest strategies and expert tips from industry leaders. Discover actionable steps to stay innovative.<!----><!--]--><!----></p> <!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="text" data-size="medium" data-inverse="" href="/en/resources/newsletter-signup" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Register now</span> <!--[0--><span data-name="Icon" data-testid="Icon_arrow_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!----></div> <div class="MenuFeature__img svelte-y6mf28"><!--[0--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/e97b355c4f/adobestock_484008983.jpeg/m/100x100/smart" alt="Supervisor briefing and leading a meeting with his colleagues in a modern workplace." loading="lazy" fetchpriority="auto" style="aspect-ratio: 1;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div></div></div><!----></div> <!--[--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--]--> <div class="HeaderNavigation__l2-close desktop-menu svelte-13v48v4"><!--[0--><button data-name="Button" data-testid="Button" class="Button svelte-mzyhlk" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[0--><span data-name="Icon" data-testid="Icon_dismiss" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--> <span class="Button__label svelte-mzyhlk">Close menu</span> <!--[-1--><!--]--><!--]--></button><!--]--><!----></div></div></div></div><!--]--></li><li class="svelte-13v48v4"><!--[-1--><!--[0--><button data-name="Button" data-testid="Button" id="l1_button_5_s1" class="Button HeaderNavigation__l1-button svelte-mzyhlk" popovertarget="l1_menu_5_s1" data-variant="text" data-size="medium" data-inverse=""><!--[-1--><!--[-1--><!--]--> <span class="Button__label svelte-mzyhlk">Company</span> <!--[-1--><!--]--><!--]--></button><!--]--><!--]--> <!--[0--><div id="l1_menu_5_s1" class="HeaderNavigation__l1-menu svelte-13v48v4" aria-labelledby="l1_button_5_s1" popover="" data-content-backdrop=""><div class="layout svelte-13v48v4"><div class="HeaderNavigation__l2-menu svelte-13v48v4"><ul class="HeaderNavigation__links HeaderNavigation__l2-links svelte-13v48v4"><!--[0--><button data-name="Button" data-testid="Button" class="Button mobile-menu svelte-mzyhlk" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[0--><span data-name="Icon" data-testid="Icon_chevron_left" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--> <span class="Button__label svelte-mzyhlk">Back</span> <!--[-1--><!--]--><!--]--></button><!--]--><!----> <!--[--><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/company" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Overview of Hyland</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[1--><!--[0--><button data-name="Button" data-testid="Button" id="l2_button_1_s1" class="Button HeaderNavigation__l2-button svelte-mzyhlk" aria-controls="l2_menu_1_s1" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[-1--><!--]--> <span class="Button__label svelte-mzyhlk">About</span> <!--[0--><span data-name="Icon" data-testid="Icon_chevron_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></button><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/company/why-hyland" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Why Hyland?</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/company/newsroom" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Newsroom</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><li class="svelte-13v48v4"><!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/company/careers" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Careers</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></li><!--]--></ul> <div class="HeaderNavigation__l2-feature svelte-13v48v4"><div data-name="MenuFeature" data-testid="MenuFeature" class="svelte-y6mf28"><div class="svelte-y6mf28"><div class="MenuFeature__content flow svelte-y6mf28"><p class="text-lg weight-semibold"><!---->2026 Gartner® Magic Quadrant™ for Document Management<!----></p> <p><!--[0--><!---->Hyland named a Leader for our ability to execute and completeness of vision. Download the complimentary report to see the full analysis.<!----><!--]--><!----></p> <!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="text" data-size="medium" data-inverse="" href="/en/resources/analyst-reports/gartner-magic-quadrant-document-management-report" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Read the report</span> <!--[0--><span data-name="Icon" data-testid="Icon_arrow_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!----></div> <div class="MenuFeature__img svelte-y6mf28"><!--[0--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/2893x3200/aae4dc162e/gmq_dm_figure1.png/m/100x100/smart" alt="Hyland Named a Leader in 2026 Gartner® Magic Quadrant™ for Document Management" loading="lazy" fetchpriority="auto" style="aspect-ratio: 1;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div></div></div><!----></div> <!--[--><!--[-1--><!--]--><!--[0--><div id="l2_menu_1_s1" class="HeaderNavigation__l3-menu svelte-13v48v4"><ul class="HeaderNavigation__links HeaderNavigation__l3-links svelte-13v48v4"><!--[--><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/company/about" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">About Overview</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/company/about/history" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">History</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/company/about/corporate-responsibility" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Corporate Responsibility</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/company/about/acquisitions" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Acquisitions</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/company/about/exec-team" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Executive Team</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/company/about/locations" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Locations</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><li class="svelte-13v48v4"><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="tertiary" data-size="medium" data-inverse="" href="/en/company/about/awards-and-accolades" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Awards and Accolades</span> <!--[-1--><!--]--><!--]--></a><!--]--><!----></li><!--]--></ul> <!--[0--><div class="HeaderNavigation__l3-feature svelte-13v48v4"><div data-name="MenuFeature" data-testid="MenuFeature" class="svelte-y6mf28"><div class="svelte-y6mf28"><div class="MenuFeature__content flow svelte-y6mf28"><p class="text-lg weight-semibold"><!---->Why choose Hyland?<!----></p> <p><!--[0--><!---->With our modern, open and cloud-native platforms, you can build strong connections and keep evolving.<!----><!--]--><!----></p> <!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="text" data-size="medium" data-inverse="" href="/en/company/why-hyland" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Dig deeper</span> <!--[0--><span data-name="Icon" data-testid="Icon_arrow_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!----></div> <div class="MenuFeature__img svelte-y6mf28"><!--[0--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/f3cdef6f92/adobestock_726890036.jpeg/m/100x100/smart" alt="An African-American woman in a bright yellow blazer is standing in front of a screen displaying data. She gestures as she does a presentation, holding a tablet in her other hand." loading="lazy" fetchpriority="auto" style="aspect-ratio: 1;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div></div></div><!----></div><!--]--></div><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--[-1--><!--]--><!--]--> <div class="HeaderNavigation__l2-close desktop-menu svelte-13v48v4"><!--[0--><button data-name="Button" data-testid="Button" class="Button svelte-mzyhlk" data-variant="tertiary" data-size="medium" data-inverse=""><!--[-1--><!--[0--><span data-name="Icon" data-testid="Icon_dismiss" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--> <span class="Button__label svelte-mzyhlk">Close menu</span> <!--[-1--><!--]--><!--]--></button><!--]--><!----></div></div></div></div><!--]--></li><!--]--></ul> <!--[0--><div class="HeaderNavigation__nav-main-ctas svelte-13v48v4"><!--[-1--><!--]--> <!--[0--><!--[0--><a data-name="Link" data-testid="Link" class="Link l-from-template svelte-k1yqi0" data-variant="primary" data-size="small" data-inverse="" data-pill="" href="/en/demos/request-demo" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Request a demo</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--></div><!--]--></nav></div><!--]--></div><!----></header><!--]--> <!--[--><!--[0--><!--[--><!--[0--><!--[--><main data-name="BasePage" data-site="hyland" class="layout"><!--[-1--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><section data-name="HeroDefault" data-testid="HeroDefault" class="l-full layout bg-gradient-dark-hero svelte-1wf6niy" data-variant="slash"><div class="HeroDefault__content svelte-1wf6niy"><div class="slice svelte-1wf6niy"></div> <div class="flow svelte-1wf6niy"><h1 class="display-xl svelte-1wf6niy"><!---->Hyland Alfresco<!----></h1> <div class="text-subheading"><div data-sb-bloks-wrapper><!--[--><!--[1--><!----><p>Intelligently activate processes and content to accelerate the flow of business.</p><!----><!--]--><!--]--></div><!----></div> <!--[0--><div data-name="ButtonGroup" data-testid="ButtonGroup" class="l-from-template svelte-nm9kg"><div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><a data-name="Link" data-testid="Link" lang="en" class="Link l-from-template svelte-k1yqi0" data-variant="primary" data-size="medium" data-inverse="" href="/en/resources/alfresco-community-download" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Start your free trial</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--><!--]--><!--[0--><!--[--><!--[0--><a data-name="Link" data-testid="Link" lang="en" class="Link l-from-template svelte-k1yqi0" data-variant="secondary" data-size="medium" data-inverse="" href="https://hub.alfresco.com/" target="_blank" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Visit the Alfresco Hub</span> <!--[0--><span data-name="Icon" data-testid="Icon_open" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></div><!--]--><!----></div></div> <div class="HeroDefault__media svelte-1wf6niy"><div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/37f0ca172d/adobestock_1015970047.jpeg/m/100x0/smart" alt="Swirling blue and white light trails form wavy circular patterns against a black background." loading="lazy" fetchpriority="auto" style="aspect-ratio: auto;" lang="en" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></div></section><!--]--><!--]--><!--]--><!--[0--><!--[--><!--[0--><div data-name="TableOfContents" data-testid="TableOfContents" data-nav-orientation="horizontal" class="TableOfContents l-full svelte-kemgks"><!--[0--><div class="TableOfContents__sticky scroll-snap-x svelte-kemgks"><nav data-name="VerticalNavigation" data-testid="VerticalNavigation" data-orientation="horizontal" class="VerticalNavigation layout svelte-pm62f1"><!--[-1--><!--]--> <button class="VerticalNavigation__scroll-btn VerticalNavigation__scroll-btn--back svelte-pm62f1" type="button" aria-label="Scroll navigation back"><span data-name="Icon" data-testid="Icon_chevron_left" class="svelte-b3xaeh" data-size="medium" role="presentation"><!--[--><!--]--></span><!----></button> <ol class="VerticalNavigation__list scroll-snap-x svelte-pm62f1"><!--[--><!--]--></ol> <button class="VerticalNavigation__scroll-btn VerticalNavigation__scroll-btn--forward svelte-pm62f1" type="button" aria-label="Scroll navigation forward"><span data-name="Icon" data-testid="Icon_chevron_right" class="svelte-b3xaeh" data-size="medium" role="presentation"><!--[--><!--]--></span><!----></button></nav><!----></div><!----> <div class="layout section section--collapse-start svelte-kemgks"><!--[-1--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--$s1--><!--[0--><section data-name="TableOfContentsSection" data-testid="TableOfContentsSection" class="layout l-full svelte-1ndod0n" id="features"><!--[0--><!--[0--><!----><h2 data-testid="Heading" data-name="Heading" data-accent="" class="l-from-template svelte-1jbxfrm" id="features_s1"><!---->Key features<!----> <!--[0--><a href="#features_s1" class="svelte-1jbxfrm"></a><!--]--><!----></h2><!----><!--]--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><section data-name="CardGrid" data-testid="CardGrid" data-theme="none" class="section l-full layout svelte-y5ujsr"><!--[0--><div data-testid="SectionHeader" data-name="SectionHeader" class="flow hide-empty-copy svelte-1u7vqpn"><!--[-1--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[1--><!----><p>Alfresco delivers an open, scalable, cloud-native content, process and governance management suite. Take a look at some of the key features that make it such a powerful addition to any organization.</p><!----><!--]--><!--]--></div><!----></div><!--]--><!----> <div class="CardGrid__cards grid grid--auto svelte-y5ujsr" style="--grid-max-cols: 2;"><div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--$s1--><!--[0--><!----><div href="" data-name="Card" data-testid="Card" data-theme="none" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[-1--><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[-1--><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Document management<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <div data-sb-bloks-wrapper><!--[--><!--[1--><!----><p>With Alfresco, you can quickly find and access the exact information you&#039;re looking for from anywhere on any device using web-based viewing tools.</p><!----><!--]--><!--]--></div><!----></div> <!--[-1--><!--]--></div><!----></div><!----><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s2--><!--[0--><!----><div href="" data-name="Card" data-testid="Card" data-theme="none" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[-1--><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[-1--><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Intelligent process management<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <div data-sb-bloks-wrapper><!--[--><!--[1--><!----><p>Tightly integrated process and content services capabilities streamline content-centric processes and enable faster, more informed decision making.</p><!----><!--]--><!--]--></div><!----></div> <!--[-1--><!--]--></div><!----></div><!----><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s3--><!--[0--><!----><div href="" data-name="Card" data-testid="Card" data-theme="none" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[-1--><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[-1--><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Enterprise collaboration<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <div data-sb-bloks-wrapper><!--[--><!--[1--><!----><p>Teams can seamlessly extend the benefits of Microsoft 365 and Google Docs, supercharging productivity with enterprise <u><a uuid="9d87fa50-21bc-4877-966c-52c75f9a8bdf" href="/en/platform/collaboration">collaboration tools</a></u>.</p><!----><!--]--><!--]--></div><!----></div> <!--[-1--><!--]--></div><!----></div><!----><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s4--><!--[0--><!----><div href="" data-name="Card" data-testid="Card" data-theme="none" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[-1--><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[-1--><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Information governance<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <div data-sb-bloks-wrapper><!--[--><!--[1--><!----><p>Alfresco Governance Services automates the information life cycle with little intervention by users, reducing business risk and strengthening compliance.</p><!----><!--]--><!--]--></div><!----></div> <!--[-1--><!--]--></div><!----></div><!----><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s5--><!--[0--><!----><div href="" data-name="Card" data-testid="Card" data-theme="none" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[-1--><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[-1--><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Intelligence and analytics<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <div data-sb-bloks-wrapper><!--[--><!--[1--><!----><p>Alfresco delivers a scalable way to automatically enrich content and metadata and providing key insights by automatically extracting valuable information.</p><!----><!--]--><!--]--></div><!----></div> <!--[-1--><!--]--></div><!----></div><!----><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s6--><!--[0--><!----><div href="" data-name="Card" data-testid="Card" data-theme="none" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[-1--><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[-1--><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Extend and integrate<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <div data-sb-bloks-wrapper><!--[--><!--[1--><!----><p>Built on open standards and APIs, Alfresco is easy to integrate and customize to meet your business needs.</p><!----><!--]--><!--]--></div><!----></div> <!--[-1--><!--]--></div><!----></div><!----><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----> <!--[-1--><!--]--></div> <!--[-1--><!--]--><!----></section><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></section><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s2--><!--[0--><section data-name="TableOfContentsSection" data-testid="TableOfContentsSection" class="layout l-full svelte-1ndod0n" id="how-it-works"><!--[0--><!--[0--><!----><h2 data-testid="Heading" data-name="Heading" data-accent="" class="l-from-template svelte-1jbxfrm" id="how-it-works_s2"><!---->How it works<!----> <!--[0--><a href="#how-it-works_s2" class="svelte-1jbxfrm"></a><!--]--><!----></h2><!----><!--]--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><div data-name="Richtext" data-testid="Richtext" class="section flow l-from-template"><div data-sb-bloks-wrapper><!--[--><!--[1--><!----><p>Get a quick look into the full scope of tools and control Alfresco can provide your organization.</p><!----><!--]--><!--]--></div><!----></div><!--]--><!--]--><!--]--><!--[0--><!--[--><!--[0--><div data-name="VideoVidyard" data-testid="VideoVidyard" data-vidyard-uuid="6qQwSpLecP4ubQ1HrF5afv" class="svelte-1d77ug6"><img class="VideoVidyard__placeholder svelte-1d77ug6" src="https://play.vidyard.com/6qQwSpLecP4ubQ1HrF5afv.jpg" data-uuid="6qQwSpLecP4ubQ1HrF5afv" data-v="4" data-type="inline" loading="lazy" alt=""/> <div class="VideoVidyard__play-button svelte-1d77ug6 hide"><span aria_label="Play Video" focusable="false" data-name="Icon" data-testid="Icon_play" class="svelte-b3xaeh" data-size="none" role="presentation"><!--[--><!--]--></span><!----></div> <!--[-1--><!--]--></div><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></section><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s3--><!--[0--><section data-name="TableOfContentsSection" data-testid="TableOfContentsSection" class="layout l-full svelte-1ndod0n" id="integrations"><!--[0--><!--[0--><!----><h2 data-testid="Heading" data-name="Heading" data-accent="" class="l-from-template svelte-1jbxfrm" id="integrations_s3"><!---->Integrations<!----> <!--[0--><a href="#integrations_s3" class="svelte-1jbxfrm"></a><!--]--><!----></h2><!----><!--]--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><section data-testid="SectionCallout" data-name="SectionCallout" class="section l-full--down-md svelte-tyhbk4"><div class="SectionCallout__container bg-gradient-dark svelte-tyhbk4"><!--[0--><div class="SectionCallout__media svelte-tyhbk4"><div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><div data-name="SectionCalloutList" data-testid="SectionCalloutList" class="svelte-1vf347w"><div data-sb-bloks-wrapper><!--[--><!--[1--><!----><ul><li><p>Seamless integration with leading applications</p></li><li><p>Consistent data across all systems</p></li><li><p>Easy configuration to meet your needs</p></li></ul><!----><!--]--><!--]--></div><!----></div><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></div><!--]--> <div class="SectionCallout__content flow svelte-tyhbk4"><!--[0--><!--[0--><!----><h2 data-testid="Heading" data-name="Heading" class="display-md l-from-template svelte-1jbxfrm" id="alfresco-integrations"><!---->Alfresco integrations<!----> <!--[0--><a href="#alfresco-integrations" class="svelte-1jbxfrm"></a><!--]--><!----></h2><!----><!--]--><!--]--> <!--[-1--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[1--><!----><p><strong>Leverage information from your key applications to improve capture and automate processes in Alfresco, keeping data in sync across all systems — empowering better business decisions.</strong></p><!----><!--]--><!--]--></div><!----> <!--[0--><div data-name="ButtonGroup" data-testid="ButtonGroup" class="l-from-template svelte-nm9kg"><div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><a data-name="Link" data-testid="Link" lang="en" class="Link l-from-template svelte-k1yqi0" data-variant="secondary" data-size="medium" data-inverse="" href="/en/platform/integrations?size=n_20_n&amp;filters%5B0%5D%5Bfield%5D=products.keyword&amp;filters%5B0%5D%5Bvalues%5D%5B0%5D=alfresco&amp;filters%5B0%5D%5Btype%5D=any&amp;filters%5B0%5D%5Bpersistent%5D=false" data-sveltekit-reload="true"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">View integrations</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></div><!--]--><!----></div></div></section><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></section><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s4--><!--[0--><section data-name="TableOfContentsSection" data-testid="TableOfContentsSection" class="layout l-full svelte-1ndod0n" id="documentation"><!--[0--><!--[0--><!----><h2 data-testid="Heading" data-name="Heading" data-accent="" class="l-from-template svelte-1jbxfrm" id="documentation_s4"><!---->Documentation<!----> <!--[0--><a href="#documentation_s4" class="svelte-1jbxfrm"></a><!--]--><!----></h2><!----><!--]--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><section data-name="CardGrid" data-testid="CardGrid" data-theme="white" class="bg-light section l-full layout svelte-y5ujsr"><!--[-1--><!--]--><!----> <div class="CardGrid__cards grid grid--auto svelte-y5ujsr" style="--grid-max-cols: 4;"><div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--$s1--><!--[0--><!----><a href="https://support.hyland.com/p/alfresco" data-name="Card" data-testid="Card" data-theme="grey" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[0--><div class="Card__media Card__media--icon svelte-89wkgf"><!--[0--><span data-name="Icon" data-testid="Icon_document_text" class="svelte-b3xaeh" data-size="text" role="presentation" style="--icon-color: var(--_card-icon-color);"><!--[--><!--]--></span><!--]--></div><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[-1--><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Alfresco technical documentation<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <div data-sb-bloks-wrapper><!--[--><!--[-1--><!--]--><!--]--></div><!----></div> <!--[0--><div class="Card__cta svelte-89wkgf"><p><!--[-1--><!--]--> Visit the site <!--[0--><span data-name="Icon" data-testid="Icon_open" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--></p></div><!--]--></div><!----></a><!----><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s2--><!--[0--><!----><a href="https://connect.hyland.com/" data-name="Card" data-testid="Card" data-theme="grey" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[0--><div class="Card__media Card__media--icon svelte-89wkgf"><!--[0--><span data-name="Icon" data-testid="Icon_document_text" class="svelte-b3xaeh" data-size="text" role="presentation" style="--icon-color: var(--_card-icon-color);"><!--[--><!--]--></span><!--]--></div><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[-1--><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Let's connect<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <div data-sb-bloks-wrapper><!--[--><!--[-1--><!--]--><!--]--></div><!----></div> <!--[0--><div class="Card__cta svelte-89wkgf"><p><!--[-1--><!--]--> Visit Hyland Connect <!--[0--><span data-name="Icon" data-testid="Icon_open" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--></p></div><!--]--></div><!----></a><!----><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s3--><!--[0--><!----><a href="https://community.hyland.com/customer-portal" data-name="Card" data-testid="Card" data-theme="grey" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[0--><div class="Card__media Card__media--icon svelte-89wkgf"><!--[0--><span data-name="Icon" data-testid="Icon_document_text" class="svelte-b3xaeh" data-size="text" role="presentation" style="--icon-color: var(--_card-icon-color);"><!--[--><!--]--></span><!--]--></div><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[-1--><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Customer support<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <div data-sb-bloks-wrapper><!--[--><!--[-1--><!--]--><!--]--></div><!----></div> <!--[0--><div class="Card__cta svelte-89wkgf"><p><!--[-1--><!--]--> Log in to the portal <!--[0--><span data-name="Icon" data-testid="Icon_open" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--></p></div><!--]--></div><!----></a><!----><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----> <!--[-1--><!--]--></div> <!--[-1--><!--]--><!----></section><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></section><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s5--><!--[0--><section data-name="TableOfContentsSection" data-testid="TableOfContentsSection" class="layout l-full svelte-1ndod0n" id="case-studies"><!--[0--><!--[0--><!----><h2 data-testid="Heading" data-name="Heading" data-accent="" class="l-from-template svelte-1jbxfrm" id="case-studies_s5"><!---->Case studies<!----> <!--[0--><a href="#case-studies_s5" class="svelte-1jbxfrm"></a><!--]--><!----></h2><!----><!--]--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><section data-name="CardGrid" data-testid="CardGrid" data-theme="none" class="section l-full layout svelte-y5ujsr"><!--[0--><div data-testid="SectionHeader" data-name="SectionHeader" class="flow hide-empty-copy svelte-1u7vqpn"><!--[-1--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[-1--><!--]--><!--]--></div><!----></div><!--]--><!----> <div class="CardGrid__cards grid grid--auto svelte-y5ujsr" style="--grid-max-cols: 4;"><!----> <!--[0--><!--[--><!--[0--><!--$s1--><!--[0--><!----><a href="/en/customers/liberty-mutual" data-name="Card" data-testid="Card" data-theme="none" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[0--><div class="Card__media svelte-89wkgf"><!--[3--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/16c08c29ea/liberty-mutual-claims-leakage.png/m/100x0/smart" alt="Man and woman examine damage to a car after an accident" loading="lazy" fetchpriority="auto" style="aspect-ratio: auto;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[0--><p class="Card__category text-caption svelte-89wkgf">Case Study</p><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Liberty Mutual Insurance <!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <p>Global insurer saves $21 million over five years with assistance from Hyland.</p><!----></div> <!--[-1--><!--]--></div><!----></a><!----><!--]--><!--]--><!--[0--><!--$s2--><!--[0--><!----><a href="/en/customers/rbc-capital-market" data-name="Card" data-testid="Card" data-theme="none" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[0--><div class="Card__media svelte-89wkgf"><!--[3--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/18c6e43fb8/alfresco-platform-case-study-rbc-capital-markets-2880x3840.jpg/m/100x0/smart" alt="Two people sit in a conference room talking and using a laptop." loading="lazy" fetchpriority="auto" style="aspect-ratio: auto;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[0--><p class="Card__category text-caption svelte-89wkgf">Case Study</p><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->RBC Capital Markets<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <p>Leading investment bank modernizes operations with Hyland's Alfresco platform.</p><!----></div> <!--[-1--><!--]--></div><!----></a><!----><!--]--><!--]--><!--[0--><!--$s3--><!--[0--><!----><a href="/en/customers/cisco" data-name="Card" data-testid="Card" data-theme="none" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[0--><div class="Card__media svelte-89wkgf"><!--[3--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/be27c190fb/alfresco-platform-case-study-cisco-2880x3840.jpg/m/100x0/smart" alt="People sit in a conference room with glass walls and windows in an office." loading="lazy" fetchpriority="auto" style="aspect-ratio: auto;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[0--><p class="Card__category text-caption svelte-89wkgf">Case Study</p><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Cisco<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <p>World networking leader runs faster and more efficiently with Hyland Alfresco.</p><!----></div> <!--[-1--><!--]--></div><!----></a><!----><!--]--><!--]--><!--[0--><!--$s4--><!--[0--><!----><a href="/en/customers/trust-bank-singapore" data-name="Card" data-testid="Card" data-theme="none" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[0--><div class="Card__media svelte-89wkgf"><!--[3--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/41afab98b4/adobestock_238354517.jpeg/m/100x0/smart" alt="women_looking_at_tablet" loading="lazy" fetchpriority="auto" style="aspect-ratio: auto;" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--></div><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[0--><p class="Card__category text-caption svelte-89wkgf">Case Study</p><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Trust Bank Singapore<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <p>Bank reimagines workflows and delivers faster, more intuitive customer experiences with Hyland Alfresco.</p><!----></div> <!--[-1--><!--]--></div><!----></a><!----><!--]--><!--]--><!--]--><!--]--></div> <!--[0--><div data-name="ButtonGroup" data-testid="ButtonGroup" class="l-from-template svelte-nm9kg"><div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><a data-name="Link" data-testid="Link" lang="en" class="Link l-from-template svelte-k1yqi0" data-variant="text" data-size="medium" href="/en/resources/resource-center?size=n_20_n&amp;filters%5B0%5D%5Bfield%5D=content_type.keyword&amp;filters%5B0%5D%5Bvalues%5D%5B0%5D=case_study&amp;filters%5B0%5D%5Btype%5D=any&amp;filters%5B0%5D%5Bpersistent%5D=false" data-sveltekit-reload="true"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">View all case studies</span> <!--[0--><span data-name="Icon" data-testid="Icon_arrow_right" class="svelte-b3xaeh" data-size="button" role="presentation"><!--[--><!--]--></span><!--]--><!--]--></a><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></div><!--]--><!----></section><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></section><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s6--><!--[0--><section data-name="TableOfContentsSection" data-testid="TableOfContentsSection" class="layout l-full svelte-1ndod0n" id="resources"><!--[0--><!--[0--><!----><h2 data-testid="Heading" data-name="Heading" data-accent="" class="l-from-template svelte-1jbxfrm" id="resources_s6"><!---->Resources<!----> <!--[0--><a href="#resources_s6" class="svelte-1jbxfrm"></a><!--]--><!----></h2><!----><!--]--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><section data-name="CardGrid" data-testid="CardGrid" data-theme="white" class="bg-light section l-full layout svelte-y5ujsr"><!--[-1--><!--]--><!----> <div class="CardGrid__cards grid grid--auto svelte-y5ujsr" style="--grid-max-cols: 4;"><div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--$s1--><!--[0--><!----><a href="/en/resources/downloads/5-drivers-modernizing-ecm" data-name="Card" data-testid="Card" data-theme="grey" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[0--><div class="Card__media Card__media--icon svelte-89wkgf"><!--[0--><span data-name="Icon" data-testid="Icon_document_text" class="svelte-b3xaeh" data-size="text" role="presentation" style="--icon-color: var(--_card-icon-color);"><!--[--><!--]--></span><!--]--></div><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[-1--><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->Five drivers for modernizing enterprise content management<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <div data-sb-bloks-wrapper><!--[--><!--[-1--><!--]--><!--]--></div><!----></div> <!--[0--><div class="Card__cta svelte-89wkgf"><p><!--[-1--><!--]--> Download e-book <!--[-1--><!--]--></p></div><!--]--></div><!----></a><!----><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s2--><!--[0--><!----><a href="/en/resources/articles/dod-8180-information-governance" data-name="Card" data-testid="Card" data-theme="grey" class="Card svelte-89wkgf"><div class="Card__layout svelte-89wkgf"><!--[0--><div class="Card__media Card__media--icon svelte-89wkgf"><!--[0--><span data-name="Icon" data-testid="Icon_document_text" class="svelte-b3xaeh" data-size="text" role="presentation" style="--icon-color: var(--_card-icon-color);"><!--[--><!--]--></span><!--]--></div><!--]--> <div class="Card__content flow svelte-89wkgf"><!--[-1--><!--]--> <!--[0--><!----><h3 data-testid="Heading" data-name="Heading" class="text-lg Card__heading l-from-template svelte-1jbxfrm"><!---->What DOD 8180 means for information governance<!----> <!--[-1--><!--]--><!----></h3><!----><!--]--><!----> <div data-sb-bloks-wrapper><!--[--><!--[-1--><!--]--><!--]--></div><!----></div> <!--[0--><div class="Card__cta svelte-89wkgf"><p><!--[-1--><!--]--> How Hyland can help <!--[-1--><!--]--></p></div><!--]--></div><!----></a><!----><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----> <!--[-1--><!--]--></div> <!--[-1--><!--]--><!----></section><!--]--><!--]--><!--]--><!--[0--><!--[--><!--[0--><section data-testid="SectionCallout" data-name="SectionCallout" class="section l-full--down-md svelte-tyhbk4"><div class="SectionCallout__container bg-gradient-light svelte-tyhbk4"><!--[0--><div class="SectionCallout__media svelte-tyhbk4"><div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><!--[-1--><img data-testid="Image" data-name="Image" class="Image svelte-1fivxpv" src="https://site-cdn.hyland.com/www/5916cfaaee/adobestock_1207304840.png/m/100x0/smart" alt="Businesswoman working on a laptop in an office setting" loading="lazy" fetchpriority="auto" style="aspect-ratio: auto;" lang="en" onload="this.__e=event" onerror="this.__e=event"/><!--]--><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></div><!--]--> <div class="SectionCallout__content flow svelte-tyhbk4"><!--[0--><!--[0--><!----><h2 data-testid="Heading" data-name="Heading" class="display-md l-from-template svelte-1jbxfrm" id="forrester-study-the-rise-of-content-intelligence-ndash-a-new-era-of-innovation-in-ecm"><!---->Forrester Study: The Rise of Content Intelligence &ndash; A New Era of Innovation in ECM<!----> <!--[0--><a href="#forrester-study-the-rise-of-content-intelligence-ndash-a-new-era-of-innovation-in-ecm" class="svelte-1jbxfrm"></a><!--]--><!----></h2><!----><!--]--><!--]--> <!--[-1--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[1--><!----><h5>Insights from the 6th Annual Content Services Pulse Study, 2025 Edition</h5><p>Explore how modern content services solutions unlock content intelligence to streamline workflow, strengthen governance and drive better business outcomes. Get practical insights on AI readiness, content intelligence adoption and workforce transition strategies.</p><!----><!--]--><!--]--></div><!----> <!--[0--><div data-name="ButtonGroup" data-testid="ButtonGroup" class="l-from-template svelte-nm9kg"><div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><!--[0--><a data-name="Link" data-testid="Link" lang="en" class="Link l-from-template svelte-k1yqi0" data-variant="secondary" data-size="medium" href="/en/resources/analyst-reports/forrester-pulse-innovation-ecm" data-sveltekit-reload="false"><!--[-1--><!--[-1--><!--]--> <span class="Link__label svelte-k1yqi0">Access the report</span> <!--[-1--><!--]--><!--]--></a><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></div><!--]--><!----></div></div></section><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></section><!--]--><!--]--><!--]--><!--[0--><!--[--><!--$s7--><!--[0--><section data-name="TableOfContentsSection" data-testid="TableOfContentsSection" class="layout l-full svelte-1ndod0n" id="reviews"><!--[-1--><!--]--> <div data-sb-bloks-wrapper><!--[--><!--[--><!--[0--><!--[--><div class="G2Badges svelte-fgilco" data-name="G2Badges" data-testid="G2Badges"><!--[--><!--]--> <!--[0--><!--[0--><div class="G2Badges__review svelte-fgilco"><a href="https://www.g2.com/products/hyland-software-alfresco-digital-business-platform/reviews?utm_source=review-widget"><img class="G2Badges__img svelte-fgilco" src="https://www.g2.com/products/hyland-software-alfresco-digital-business-platform/widgets/stars?color=white&amp;type=read" alt="Read Hyland Software Alfresco Digital Business Platform reviews on G2"/></a></div><!--]--><!--]--></div><!--]--><!--]--><!--]--><!--]--></div><!----></section><!--]--><!--]--><!--]--><!--]--><!--]--></div><!----></div><!----><!--]--></div><!--]--><!--]--><!--]--><!--[0--><!--[--><section data-name="ConversionBanner" data-testid="ConversionBanner" class="section l-full--down-md svelte-1uboccb"><div class="ConversionBanner__container 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The SVP and CIO calls user feedback “extremely positive.” Employees continue to use familiar front-end applications, while Alfresco works in the background — \",\"type\":\"text\"},{\"text\":\"automating everything from document retrieval to records management\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"platform/process-automation\",\"uuid\":\"aee5670b-ec5a-496b-9554-4cca60946cca\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\".\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The organization has set up AWS environments in Asia Pacific, Europe and the U.K., so international users can access and share documents more quickly.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"“The solution has removed every single one of our performance issues,” the executive said. “Our underwriters and claims staff can focus on business problems and not worry about the technology.”\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":2,\"textAlign\":null},\"content\":[{\"text\":\"$21 million in savings\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Alfresco Content Services has helped Global Specialty digitize its operations. 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time\",\"show_reading_time\":true},{\"_uid\":\"da00ba9c-3ac4-4eeb-9e10-0468354c7b2f\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":2},\"content\":[{\"text\":\"Digitizing post-trade activities\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"RBC Capital Markets is a global investment bank that provides services in corporate and investment banking, equity and debt origination, and electronic trading. The investment bank is part of the Royal Bank of Canada (RBC), the tenth largest bank worldwide and the fifth largest in North America.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"RBC Capital Markets adopted \",\"type\":\"text\"},{\"text\":\"Hyland's Alfresco platform\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/products/alfresco-platform\",\"uuid\":\"cff60248-003f-4e22-8e43-4e53fe5618a3\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\" to modernize the systems that support post-trade activities, including confirmations, payments, tax provisioning, and meeting regulatory obligations.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Three years later, the organization has built and deployed 14 new applications supporting 3,500 business users, according to Jim Williams, Managing Director, Head of Operations and Shared Services Technology. The diverse solutions have helped the investment bank increase operational efficiency, tighten internal controls, and strengthen regulatory compliance.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":2},\"content\":[{\"text\":\"Better together: Process and content\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"One of the first use cases for the Alfresco Digital Business Platform was to facilitate the process-intensive workflows required to comply with tax-related regulations following a trade.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Alfresco platform fit the bill as a next-generation platform that combines process automation with \",\"type\":\"text\"},{\"text\":\"rich document management capabilities\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"platform/content-management\",\"uuid\":\"4eed77da-a10e-4bc1-95fd-a5648e55683c\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\". “The business needs to understand the details behind a document, not just the fact that we have the document,” Williams explains. “That’s where the Alfresco platform came into the forefront.”\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"83098272-2c6a-4850-84a9-7bf091029d8a\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"We can meet the business requirements, have a faster turnaround and can easily take on new challenges because we know we’ve got Alfresco platform backing us up.\",\"type\":\"text\"}]}]},\"variant\":\"gradient-dark\",\"component\":\"Quote\",\"attribution\":\"Ruchi Saraswat, Director, Global Head of Tax Operations\",\"hide_component\":false},{\"_uid\":\"7f1f6283-9e8e-46a6-986e-8e9b601b9c4d\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":4},\"content\":[{\"text\":\"We can meet the business requirements, have a faster turnaround and can easily take on new challenges because we know we’ve got Alfresco platform backing us up.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"— Ruchi Saraswat, Director, Global Head of Tax Operations\",\"type\":\"text\"}]}]},\"component\":\"Richtext\",\"hide_component\":true},{\"_uid\":\"2944ed1b-09c7-4894-a75f-bc9c477cb1db\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":2,\"textAlign\":null},\"content\":[{\"text\":\"Flexible and future-proof\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"RBC Capital Markets has since addressed a variety of business needs with applications that integrate Alfresco Content Services and Alfresco Process Services (powered by Activiti). The investment bank has developed solutions to confirm equity trades, maintain job mandates, control market data requests, allocate payments for research services, and manage and track responses to \",\"type\":\"text\"},{\"text\":\"regulatory audits\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"platform/governance\",\"uuid\":\"ea95af85-4155-406b-8b1a-9c02a2f4ed43\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\".\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The breadth of these use cases underscores the versatility of the Alfresco platform, which RBC Capital Markets is taking full advantage of. “A lot of the platforms we are moving away from are very difficult to maintain and keep evolving,” Williams declares. “What we’ve enjoyed, and have really been able to expand on, is the flexibility of the Alfresco platform and how we can make it work with our various requirements.”\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":2,\"textAlign\":null},\"content\":[{\"text\":\"Rapid time to value\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Another benefit of the Alfresco platform at RBC Capital Markets has been the ability to keep pace with the needs of a rapidly growing business. “We can meet the business requirements and have a faster turnaround,” says Ruchi Saraswat, Director, Global Head of Tax Operations. She also credits Hyland's Customer Success team with helping RBC Capital Markets get up to speed quickly. “We can easily take on new challenges because we know we’ve got Alfresco backing us up.”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"RBC Capital Markets leverages the Alfresco Application Development Framework (ADF) to accelerate solution onboarding. ADF allows IT to \",\"type\":\"text\"},{\"text\":\"develop applications rapidly and iteratively\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/terminology/what-is-rapid-application-development-rad-platform\",\"uuid\":\"91c29352-c732-4039-af98-16b4a46955c6\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\" using reusable pre or custom-built components. “It’s like LEGO® pieces, where we build all the modules and put them together,” Saraswat explains. “Reusable components really help the team a lot.”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The open, cloud-native Alfresco platform is also well-suited to modern DevOps practices. RBC Capital Markets has established a CI/CD process for Alfresco platform-based applications that uses popular tools like Docker, Kubernetes, Helm, Maven, Jenkins, and Git.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":2,\"textAlign\":null},\"content\":[{\"text\":\"Consolidation enables commonality\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"RBC Capital Markets runs bespoke solutions within the Tax and Confirmation space. By consolidating applications on the Alfresco platform, Williams’s team is driving an internal alignment that benefits developers and business partners alike. “We have a common platform with a common workflow and a common look and feel,” says Williams. “It’s very, very important.”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Saraswat agrees. 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Cisco is also known for its world-class sales teams, and the company continuously seeks ways to improve sales and service effectiveness. With the technology industry undergoing rapid change, Cisco recognizes that they must enable their sales and partner teams to educate, excite and support customers faster and better than ever before.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Cisco commissioned a study and found their sales and partner teams spend, on average, 15% to 20% of their time — or millions of hours annually — \",\"type\":\"text\"},{\"text\":\"searching for the right information\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/terminology/enterprise-search\",\"uuid\":\"62963848-c1ba-4299-bc0f-65154aeafced\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\" to support valuable customer conversations. For example, Cisco’s 6,000 sales engineers struggled to find accurate, up-to-date information on product roadmaps, feature comparisons and competitive data. Content was spread across more than 20 different locations, resulting in content chaos. Cisco estimates this community alone cost the company over $375 million a year in lost productivity from navigating the content chaos.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"To solve these challenges, Cisco turned to \",\"type\":\"text\"},{\"text\":\"Hyland Alfresco\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/products/alfresco-platform\",\"uuid\":\"cff60248-003f-4e22-8e43-4e53fe5618a3\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\". According to Jeff McKittrick, Cisco's director of sales enablement, “Cisco IT brought us together with Alfresco to show us how we can move with speed, be flexible and bring in all our different types of content to deliver an awesome experience for our sales teams.”\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":2,\"textAlign\":null},\"content\":[{\"text\":\"SalesConnect: 87,000+ users, 26 languages, 151 countries\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"SalesConnect is Cisco’s new centralized sales content and training platform, and since its launch, SalesConnect has grown to be Cisco’s fastest adopted platform in sales.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"“SalesConnect helps us mobilize our sales team and our partners to focus on selling new products very quickly,\\\" Cisco CEO Chuck Robbins said. \\\"They can find what they need, spend more time with our customers and help build comprehensive solutions our customers are looking for from us.”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Added Melinda Cox, Cisco's vice president of global acceleration, “We are so excited about the momentum with SalesConnect. We have over 87,000 users, half being within Cisco, half externally to our partners. There are so many benefits to this platform. It’s scalable, it’s flexible. We can now bring all this collateral and training into one place, in over 26 languages and 151 countries.”\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":2,\"textAlign\":null},\"content\":[{\"text\":\"Alfresco at heart of SalesConnect\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Cisco needed to design, develop and deploy SalesConnect in only six weeks.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"“We were able to hit the aggressive timeline mainly because Alfresco is open-source,\\\" said Robbins. \\\"Because we had the ability to look at the source code and see what’s going on, we could deliver the platform we were looking for in just six weeks.”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Alfresco also met Cisco’s needs in the areas of performance, ease of use, security and compliance, and feature scalability.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"“SalesConnect would not be possible without our partnership with Alfresco,\\\" Robbins said. \\\"In the digital world, no one company can go it alone. We need to move fast with strong partnerships. And Alfresco enabled us to build this transformative, scalable, open, easy-to-use platform and we did it very quickly.”\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"8e7671c8-ee90-410f-91d0-e42f9995853c\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"SalesConnect would not be possible without our partnership with Alfresco. In the digital world, no one company can go it alone. We need to move fast with strong partnerships. And it enabled us to build this transformative, scalable, open, easy-to-use platform, and we did it very quickly.\",\"type\":\"text\"}]}]},\"variant\":\"gradient-dark\",\"component\":\"Quote\",\"attribution\":\"Chuck Robbins, CEO, Cisco\",\"hide_component\":false},{\"_uid\":\"cab40017-4300-481b-ba7b-df5556b164f6\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"With over 100,000 Cisco products and one million SKUs, Cisco’s marketing team manages the platform and provides the best and most relevant content for sales to use. They determine what content a sales person needs, tag the information with appropriate search words, and assign an expiration date to ensure the documents in the Alfresco are organized and up to date.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The feedback from Cisco SalesConnect users has been phenomenal. According to a user, “I love not having to search and get a gazillion results.”\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"From Cisco sales to marketing library to valuable IP\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Cisco has evolved SalesConnect based on learning and feedback. Now it is “the place” to launch new campaigns and get sales focused around new promotions and ways to excite their customers.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The success is spreading to other Cisco departments. Marketing teams around the globe are now managing all marketing content with the Alfresco in a marketing library. 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Organizations have poured nearly $40 billion into generative AI, yet according to MIT’s \",\"type\":\"text\"},{\"text\":\"State of AI in Business, 2025\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"https://mlq.ai/media/quarterly_decks/v0.1_State_of_AI_in_Business_2025_Report.pdf\",\"uuid\":null,\"anchor\":null,\"target\":\"_self\",\"linktype\":\"url\"}}]},{\"text\":\", a staggering 95% of these pilots fail to deliver measurable ROI.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"This widespread failure has created a data-rich, intelligence-poor environment where the promise of AI remains just out of reach.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"That trend line must change for you to harness the full power and potential of AI at your enterprise.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Hyland has a roadmap — and the technology in place — to help you do just that. 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This chaos of unstructured data — which constitutes 80-90% of all enterprise information — is scattered across disconnected systems, holding organizations back from fully informed decisions and true innovation. \",\"type\":\"text\"},{\"text\":\"Gartner\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"https://www.gartner.com/en/newsroom/press-releases/2023-05-10-gartner-survey-reveals-47-percent-of-digital-workers-struggle-to-find-the-information-needed-to-effectively-perform-their-jobs\",\"uuid\":null,\"anchor\":null,\"target\":\"_self\",\"linktype\":\"url\"}}]},{\"text\":\" found 47% of workers struggle to find information or data needed to effectively do their job, and 32% self-reported they’d made a wrong decision due to lack of awareness. These costly inefficiencies stifle progress and pose a massive challenge for the potential impact of AI.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Scattered, sprawling and unstructured data\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Many organizations are eager to embrace AI, but their enthusiasm is often met with disappointing results. The problem is deep within their digital infrastructure. The vast majority of enterprise data is unstructured, scattered across a sprawling landscape of disconnected systems and repositories. This disorganization means that employees waste time chasing down the information they need to do their jobs, leading to slow decision-making, increased compliance risks and squandered resources.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"\\u003e Learn more | \",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\"Navigating the pros and cons of unstructured data\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"/resources/articles/pros-cons-unstructured-data\",\"uuid\":\"56657c78-9411-41af-b93a-79f5ed454a8e\",\"anchor\":null,\"target\":\"_self\",\"linktype\":\"story\"}},{\"type\":\"bold\"}]}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Most gen AI systems aren’t learning\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"One core barrier to integrated AI pilots failing is that most gen AI systems aren’t retaining feedback, adapting to context or improving over time. The challenge is compounded by the classic build-vs.-buy argument. Whether due to costs or other objections to working with vendors, many enterprises elect to craft their own solutions — a daunting task in the face of the new and ever-evolving world of effective AI. MIT found that external partnerships were twice as likely to capture success over internal builds. Together, the lack of meaningful impact in the AI pilot leads to lower adoption, largely based on technology that wasn’t able to deliver on the full promise of gen AI.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Legacy systems don’t meet modern AI demands\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Fragmentation also creates a significant roadblock for AI adoption. Legacy systems and siloed content repositories were never designed for the demands of modern AI. 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Without a way to unify and make sense of this data, AI initiatives are destined to remain stuck in pilot mode, unable to scale or deliver the meaningful business value that’s expected.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"\\u003e Learn more | \",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\"Switching to Hyland\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"/resources/articles/switching-to-hyland\",\"uuid\":\"7051560a-14c1-443b-a0c3-a9677ff68c79\",\"anchor\":null,\"target\":\"_self\",\"linktype\":\"story\"}},{\"type\":\"bold\"}]}]}]},\"component\":\"Richtext\",\"hide_component\":false}],\"component\":\"TableOfContentsSection\",\"id_override\":\"\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"hide_component\":false,\"heading_override\":\"\",\"show_heading_accent\":false,\"hide_content_heading\":false},{\"_uid\":\"c9d65be5-8e9a-4612-a51a-4df981ed5b1d\",\"heading\":\"Enterprise intelligence that changes everything\",\"children\":[{\"_uid\":\"a31edeab-0a23-4d4d-bef8-0b952038d9bc\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"“Your content is more fragmented than it's ever been,” said Hyland CEO Jitesh S. 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Other examples include:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Admissions and financial aid delays at education institutions\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Slow claims and underwriting at insurance companies\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Delayed responses and a lack of information to lead to the best decisions at public agencies\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Bottlenecks, poor customer experiences and compliance issues in the financial sector\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Logistics inefficiencies, costs and rigidity in commercial businesses\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"But, Ghai said, what if: Despite all this fragmentation, your enterprise was built on a foundation set for ubiquitous intelligence and automation?\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"That is, essentially, what Hyland has built. A platform that unifies your enterprise content and data and activates the context within it, making your information AI-ready, insightful, and actionable.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\",\"hide_component\":false},{\"_uid\":\"b1c28099-82c2-4e92-825d-4c8ff9353c81\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"In this Hyland-commissioned study by Forrester Consulting, Forrester found that more than 45% of organizations already use AI agents and another 25% are piloting them. Although adoption is accelerating, most organizations struggle to scale beyond early use cases due to a lack of enterprise context.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Forrester provides key recommendations for how to get AI agents right, as well as detailed data on enterprise trends around agent use. 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It provides a federated, AI-powered architecture designed to deliver ubiquitous intelligence and automation across the entire enterprise. The Content Innovation Cloud connects content wherever it lives — across both Hyland and non-Hyland repositories — to make data AI-ready without costly or disruptive migrations. It addresses the core problem of system sprawl head-on and provides a unified view of information that serves as the foundation for intelligent automation and enterprise knowledge.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"“We're taking the hundreds of millions of artifacts across your content and data landscape — across your processes — across your fragmented application landscape — and we're connecting it to give you a contextual, complete, real time understanding of your entire enterprise and its operations,” Ghai said.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"This helps you connect the people responsible for decision-making to make the best decisions based on the best, most updated data.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"At its core, the Content Innovation Cloud is about empowerment, not replacement.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"With tools/capabilities like intelligent document processing (IDP) and process automation, it is engineered to deliver solutions that automate mundane, repetitive tasks, thereby freeing human teams to focus on high-value work like strategic problem-solving, creative innovation and critical thinking. By handling the routine approvals, reconciliations and information searches, these products restore power to your people, so they can be more human and drive the business forward.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"\\u003e Read More | \",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\"How AI decision-making transforms enterprise operations\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"/resources/articles/ai-decision-making\",\"uuid\":\"dcb80be9-325d-4281-a442-124270baf1e2\",\"anchor\":null,\"target\":\"_self\",\"linktype\":\"story\"}},{\"type\":\"bold\"}]}]},{\"type\":\"heading\",\"attrs\":{\"level\":4,\"textAlign\":null},\"content\":[{\"text\":\"The future of ECM\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Our vision for the future of ECM is built on a trusted foundation and a commitment to solve the most complex content challenges. The Content Innovation Cloud is the cornerstone of this commitment, offering a stable and expert-driven path into the next era of enterprise AI.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Now, Hyland introduces a new layer to content innovation and intelligence — a radical expansion that will empower an agentic enterprise.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\",\"hide_component\":false}],\"component\":\"TableOfContentsSection\",\"id_override\":\"\",\"heading_level\":\"3\",\"heading_visual\":\"\",\"hide_component\":false,\"heading_override\":\"\",\"show_heading_accent\":false,\"hide_content_heading\":false},{\"_uid\":\"7ba8d288-d67b-4f5b-8e10-26639eae0b19\",\"heading\":\"Introducing two breakthrough agentic technologies\",\"children\":[{\"_uid\":\"381001f9-a946-4b0b-8ff4-bf15b73b6139\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"At its core, the Content Innovation Cloud is powered by two industry-first innovations: Hyland Enterprise Context Engine and Hyland Enterprise Agent Mesh.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Together, they bring us to the era of ubiquitous enterprise intelligence and enterprise automation. Both work in concert to bring the agentic enterprise to life.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\",\"hide_component\":false},{\"alt\":\"\",\"_uid\":\"1df402f3-eeaf-40e1-bb11-66ab2159f9c2\",\"title\":\"Demo: How Hyland's Context Engine and Agent Mesh deliver\",\"width\":\"100%\",\"height\":\"100%\",\"video_id\":\"64CJ8iHWuhA\",\"component\":\"VideoYouTube\",\"aria_label\":\"Play video\",\"aspect_ratio\":\"\",\"thumbnail_url\":{\"id\":null,\"alt\":null,\"name\":\"\",\"focus\":null,\"title\":null,\"source\":null,\"filename\":\"\",\"copyright\":null,\"fieldtype\":\"asset\",\"meta_data\":{}},\"hide_component\":false},{\"_uid\":\"fb2bab09-8d06-47b6-a6d7-677be04a4a70\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Enterprise Context Engine\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The Enterprise Context Engine acts as the living record of enterprise activity. It is an agentic process that mines years of records, data and decisions to unify content, processes, applications and people. By doing so, it creates a real-time contextual view that makes unstructured information AI-ready. This engine is the mechanism that transforms disorganized, siloed data into a governed, structured asset that can fuel intelligent automation and advanced analytics.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"What does it do?\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The Enterprise Context Engine, essentially, builds the cognitive core for your enterprise, transforming fragmented information into the intelligence that drives AI-powered outcomes.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Enterprise Agent Mesh\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Building on the contextual foundation of the Enterprise Context Engine is Enterprise Agent Mesh, a network of semiautonomous, goal-directed AI agents.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"These agents are not generic bots; they can be tailored for specific industries, such as healthcare, insurance, banking or government. They are designed to orchestrate complex workflows, expand institutional knowledge and learn continuously from their interactions.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"What does it do?\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Agents in the Enterprise Agent Mesh can act alone to handle specific tasks or work together as part of larger agentic solutions that drive impact across departments. They represent a significant leap beyond simple automation, capable of reasoning with governed context to achieve complex goals defined in plain language.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\",\"hide_component\":false},{\"_uid\":\"d4ea3374-b5e9-449d-b6da-8e11db70bc66\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Implementing and benefitting from AI shouldn't force enterprises to rebuild themselves. The Enterprise Context Engine and Enterprise Agent Mesh AI-enable an enterprise’s existing content and workflows with intelligence and automation, leading to better decisions and more valuable outcomes — not replacing their teams, but empowering them to do more.\",\"type\":\"text\"},{\"type\":\"hard_break\"}]}]},\"variant\":\"gradient-dark\",\"component\":\"Quote\",\"attribution\":\"Michael Campbell, Chief Product Officer at Hyland\",\"hide_component\":false}],\"component\":\"TableOfContentsSection\",\"id_override\":\"\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"hide_component\":false,\"heading_override\":\"\",\"show_heading_accent\":false,\"hide_content_heading\":false},{\"_uid\":\"73468410-1eca-47bb-a334-3facbf6b0ce2\",\"heading\":\"From theory to reality: Enterprise AI in action\",\"children\":[{\"_uid\":\"18d07d50-1b28-4ad7-90d4-82498576db15\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The combination of the Enterprise Context Engine and the Agent Mesh enables what are known as agentic workflows. These are not simple, linear automations but dynamic, goal-directed processes that can reason, adapt and execute complex tasks. They bring a new level of intelligence and efficiency to core business functions.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Here are a few real-world examples of enterprise AI in action:\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Customer service\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"AI-powered chatbots and virtual assistants can handle increasingly complex customer queries, tapping into unified enterprise context to provide accurate and personalized responses, dramatically improving the customer experience.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Human resources\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"In HR, AI agents can streamline the entire recruitment lifecycle by intelligently matching candidates to open roles. They can also personalize employee onboarding and training programs, leading to higher retention and engagement.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Supply chain management\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Predictive AI can analyze historical sales data, market trends and logistical information to forecast demand with incredible accuracy, helping organizations optimize inventory and reduce waste.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Marketing\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"AI can deliver hyperpersonalized content and offers to customers by integrating with platforms like Salesforce and Workday. It can analyze campaign performance in real time to optimize ad spend and maximize ROI.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\",\"hide_component\":false},{\"_uid\":\"389d2b35-a030-4f9b-8e14-75471147c40f\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Analyst firm Deep Analysis critically reviewed Hyland’s platform for innovation and shared its findings and advice for buyers in this evaluation.\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"In Deep Analysis’s Hyland Vendor Vignette, the analyst firm evaluates the Content Innovation Cloud. Download the vignette to get third-party analysis about Hyland and our platform, as well as Deep Analysis’s opinion, advice to buyers, and a matrix with strengths, opportunities, aspirations and results.\",\"type\":\"text\"}]}]},\"ctas\":[{\"_uid\":\"4129cf47-c4d4-4d08-93ad-c8f26753877b\",\"link\":{\"id\":\"b72b9f5e-c871-4f9d-b761-553aa034ea90\",\"url\":\"\",\"linktype\":\"story\",\"fieldtype\":\"multilink\",\"cached_url\":\"resources/downloads/deep-analysis-vendor-vignette\"},\"pill\":false,\"size\":\"medium\",\"label\":\"Download the vignette\",\"inverse\":false,\"variant\":\"secondary\",\"children\":[],\"component\":\"Link\",\"icon_after\":\"\",\"icon_before\":\"\",\"hide_component\":false},{\"_uid\":\"98431900-daad-4507-b1f8-b901436a58a3\",\"link\":{\"id\":\"2f4a0d95-bb5a-4bd4-8881-d70cbd73291e\",\"url\":\"\",\"linktype\":\"story\",\"fieldtype\":\"multilink\",\"cached_url\":\"demos/request-demo\"},\"pill\":false,\"size\":\"medium\",\"label\":\"Demo the platform\",\"inverse\":false,\"variant\":\"text\",\"children\":[],\"component\":\"Link\",\"icon_after\":\"arrow_right\",\"icon_before\":\"\",\"hide_component\":false}],\"flip\":false,\"site\":\"\",\"media\":[{\"lcp\":false,\"_uid\":\"0731f507-56e1-4c1e-82f3-60e3470f9422\",\"role\":\"\",\"image\":{\"id\":108554416149595,\"alt\":\"\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":\"\",\"filename\":\"https://a-us.storyblok.com/f/1023488/ab0c90dd80/deep-analysiss-hyland-vendor-vignette.jpg\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"Deep Analysis: Hyland Content Innovation Cloud? ?a game changer?\",\"title\":\"\",\"copyright\":\"\",\"SitecoreGuid\":\"{00B99B7B-1147-4A8B-9EAC-D2A279B1FD20}\"},\"is_external_url\":false},\"sizes\":\"\",\"filters\":\"\",\"component\":\"Image\",\"responsive\":true,\"smart_crop\":true,\"aspect_ratio\":\"\",\"hide_component\":false,\"flip_horizontal\":false}],\"heading\":\"Deep Analysis: Hyland Content Innovation Cloud™ “a game changer”\",\"component\":\"SectionCallout\",\"background\":\"gradient-light\",\"subheading\":\"\",\"heading_level\":\"2\",\"hide_component\":false,\"subheading_level\":\"3\",\"mobile_hide_image\":false}],\"component\":\"TableOfContentsSection\",\"id_override\":\"\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"hide_component\":false,\"heading_override\":\"\",\"show_heading_accent\":false,\"hide_content_heading\":false},{\"_uid\":\"c7be4aec-8f65-4ca9-8bc1-5113d106ae81\",\"heading\":\"The path to adoption\",\"children\":[{\"_uid\":\"1efd37d1-876a-4a36-be18-8437d4d67bfa\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"“We all collectively have an opportunity in this era of agentic AI to really level up and take the reins,” Ghai said. “They say you can embrace AI and intelligence and shape your organization, or let AI and intelligence shape you.”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Adopting this transformative technology does not require a risky overhaul of your existing systems. The Content Innovation Cloud is designed for a start-today, scale-over-time approach. Each step is designed to build on the last and deliver measurable value along the way. \",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Build an AI-ready foundation\",\"type\":\"text\"},{\"text\":\" \",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The road to AI-readiness begins by connecting your disparate systems. Content Innovation Cloud’s federated architecture, which doesn’t require migrations, provides a single source of truth by integrating with Hyland repositories, non-Hyland systems and major enterprise applications like Salesforce and Workday. This immediately reduces information silos and improves data governance.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"How to achieve it:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" AI-powered solutions like \",\"type\":\"text\"},{\"text\":\"Hyland IDP\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"/solutions/products/intelligent-document-processing\",\"uuid\":\"20a86d28-981b-45ee-9027-b4a6c44332a8\",\"anchor\":null,\"target\":\"_self\",\"linktype\":\"story\"}}]},{\"text\":\" and \",\"type\":\"text\"},{\"text\":\"Hyland Knowledge Enrichment\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"/solutions/products/hyland-knowledge-enrichment\",\"uuid\":\"16334086-c98d-4769-acb8-f6185f7480a1\",\"anchor\":null,\"target\":\"_self\",\"linktype\":\"story\"}}]},{\"text\":\" process unstructured data; enrich it with context, metadata and ontologies; apply governance and security; and pass it along to your downstream AI solutions, giving you the full power of your organizational knowledge.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Reveal deeper insights\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Once your content and intelligence are unified and AI-ready, hidden insights can be revealed that help drive smarter, faster decisions.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"How to achieve it:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Our Knowledge Enrichment solution works with \",\"type\":\"text\"},{\"text\":\"Hyland Knowledge Discovery\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"/solutions/products/hyland-knowledge-discovery\",\"uuid\":\"8fc40a68-ed4a-402c-aace-c481ada1f9c4\",\"anchor\":null,\"target\":\"_self\",\"linktype\":\"story\"}}]},{\"text\":\" to structure all your enterprise content — whether it’s structured or unstructured in its original formatting — and ready it for AI model consumption. With that foundation, Knowledge Discovery enables a consolidated knowledge view and can deliver intelligent search, recommendations and contextual answers, plus the ability to provide domain-aware insights for your specific industry (consider healthcare, insurance, finance, etc.).\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Power agentic action\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Unified intelligence combined with accelerated automation using Enterprise Agents translates directly into tangible business outcomes. Scale your workforce responsibly by building and deploying a network for tailored AI agents that work as humans do, but with rules in place, humans in the loop and without time constraints. Organizations can expect to see faster decision-making, stronger compliance, reduced operational costs and, most importantly, freed-up human capital to focus on strategic growth and innovation.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"How to achieve it:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Leveraging the Enterprise Agent Mesh, you can build industry-specific Enterprise Agents to handle document identification and other routine tasks, as well as create a full audit trail for compliance and transparency.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"\\u003e Read more | \",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\"Understanding the different types of AI agents\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"/resources/articles/types-of-ai-agent\",\"uuid\":\"09dccdf8-558e-4408-a6dd-1abf01b8504a\",\"anchor\":null,\"target\":\"_self\",\"linktype\":\"story\"}},{\"type\":\"bold\"}]}]}]},\"component\":\"Richtext\",\"hide_component\":false}],\"component\":\"TableOfContentsSection\",\"id_override\":\"\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"hide_component\":false,\"heading_override\":\"\",\"show_heading_accent\":false,\"hide_content_heading\":false},{\"_uid\":\"61996048-78ad-49d5-9a56-b735068c7cb3\",\"heading\":\" Maximize your enterprise content: Get started with Hyland\",\"children\":[{\"_uid\":\"cc99d8b2-beda-411c-9f05-e3b64c4063e1\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The narrative of enterprise AI is shifting.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The technology is now available to move your enterprise away from a world of fragmented data and failed pilots and toward the reality of a connected, agentic enterprise where humans and AI collaborate to unlock innovation and deliver meaningful outcomes. The key to this transformation is not generating more data, but using the data you already have in smarter, more connected ways.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The future of your enterprise is one where intelligence is seamlessly woven into every interaction, empowering your people by automating the mundane and elevating their work, and by enabling them to work more efficiently and with better informed decisions. This is how everyday tasks are transformed into extraordinary impact. The path to this brighter, more intelligent future is clear.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Discover how the Content Innovation Cloud can help you unify intelligence, accelerate automation, and unlock meaningful results. 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A recent IDC Analyst Brief commissioned by Hyland and Duck Creek found that 42% of documents and files are unstructured or semi-structured. The global firm also estimates the percentage is “much higher in the insurance sector.”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"To further complicate things, the file and document formats — from images to audio and video recordings — are growing in number.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"For insurers, capturing and retrieving relevant information often is a job for intelligent automation (IA).\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":2,\"textAlign\":null},\"content\":[{\"text\":\"What intelligent automation means for insurance\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Intelligent automation — the use of automation technologies and artificial intelligence (AI) that anticipates the needs of users and customers while reducing human touchpoints — can take on many forms. In insurance, an \",\"type\":\"text\"},{\"text\":\"intelligent capture\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/terminology/data-capture/what-is-intelligent-capture\",\"uuid\":\"a38d948f-c77d-4733-9461-7ad2cd115f9b\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\" and management platform helps with capturing and categorizing documents, and relating these documents and content to each other.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Intelligent automation is a broad term that describes the use of artificial intelligence, machine learning (ML), hyperautomation, document processing and other automation tools to streamline the user experience.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"One of those technologies is \",\"type\":\"text\"},{\"text\":\"robotic process automation (RPA)\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/terminology/robotic-process-automation/\",\"uuid\":\"9a1fbb4d-8719-4c38-95c6-c7a9d4e1e4b8\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\". In insurance, RPA can automate customer data collection, claims data collection and background checks to produce faster processes with fewer human touchpoints.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"RPA platforms — which readily connect with common legacy systems used by many insurance firms — can also serve as a stepping stone for insurance companies looking to invest in automation technologies.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Download now |\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" \",\"type\":\"text\"},{\"text\":\"Content, automation and AI transformation with Forrester study insights\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/analyst-reports/forrester-content-services-tlp/\",\"uuid\":\"4b2f30d4-419a-4523-a066-e4b95b8e977c\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"hide_content_heading\":false},{\"_uid\":\"d9a3614d-3368-4bf0-b805-b109e3db03a3\",\"heading\":\"The advantages of an integrated and intelligent process automation system\",\"children\":[{\"_uid\":\"600a8ec0-130c-4cfc-8e79-8fdbacecac6a\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Artificial intelligence (AI) and machine learning configure and identify data and document patterns.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Information is indexed, and key information is extracted. A crucial step — one that, IDC notes, many insurers haven’t made — is an integrated and intelligent process automation system.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"“Integrating document processing with insurance solutions provides a marriage between process activities and the documents they consume and produce at each step in the process,” IDC said in its report. “Processes are more intelligent, and hence, activities and decisioning are more automated.”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"The firm’s research shows that 80% of insurers have manual interruptions for more than 40% of their claims cases. The reason: \",\"type\":\"text\"},{\"text\":\"Document management\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/terminology/document-management/\",\"uuid\":\"b16015c4-3a93-4073-94da-a21e4b4fa8af\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\" workflows that aren’t integrated with insurers’ core business solutions.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"An integrated approach, on the other hand, reduces claims processing times by an estimated 20–35%. That seamless exchange of data among technology solutions results in faster payments to customers — which is as effective of a customer service tool as any.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Learn more | \",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\"Business process management\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"},{\"type\":\"link\",\"attrs\":{\"href\":\"resources/terminology/business-process-management/\",\"uuid\":\"4712a554-849c-4028-a12f-963321433868\",\"anchor\":null,\"linktype\":\"story\"}}]}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"hide_content_heading\":false},{\"_uid\":\"57cbf655-1bf6-4f64-815e-b3f43c6fa1f7\",\"heading\":\"Key benefits of intelligent automation\",\"children\":[{\"_uid\":\"5799a557-c5bf-442e-85fa-d7e6766ccd26\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Intelligent automation can generate significant changes for insurers. Some of the most crucial are:\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Increased efficiency\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Intelligent automation powered by technologies like machine learning, RPA and capture automates manual tasks and improves decision-making and productivity. This leads to faster claims processing and payment approvals.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Empowered workers\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Freeing employees from repetitive, manual tasks creates opportunities for them to focus on more meaningful work. Staff can focus their time and energy on projects and initiatives that further the organization’s goals.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Enhanced security and fraud protection\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Workflow\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/terminology/workflow/\",\"uuid\":\"3bc5e593-820d-4628-ae01-730fb46a25ed\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\" and system integration tools automate how information flows through an organization. Human touch points are reduced, and sensitive information is more secure.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Improved compliance and audits\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Automating records and retention management reduces the risk of human error. Staff can monitor and locate sensitive information as it enters the system, and apply the appropriate action to remain compliant.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"3321d188-72c9-4059-b95d-ce3f3ca9c945\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Delaying automation initiatives that enable remote working, reduce tedium, and improve customer and employee experiences alike brings the risk that an organization will stagnate.\",\"type\":\"text\"}]}]},\"ctas\":[],\"variant\":\"grey\",\"component\":\"Quote\",\"attribution\":\" Alan Pelz-Sharpe, A practical guide to intelligent automation\",\"hide_component\":false,\"attribution_link\":{\"id\":\"\",\"url\":\"\",\"linktype\":\"story\",\"fieldtype\":\"multilink\",\"cached_url\":\"\"}}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"hide_content_heading\":false},{\"_uid\":\"198dbfc5-76ef-4a46-90ca-d69fac23e366\",\"heading\":\"Use cases for intelligent automation in insurance\",\"children\":[{\"_uid\":\"66f5dd3e-2f45-4968-b02a-85fb60cea397\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Automated underwriting\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Underwriting, once a manual and paper-intensive process, is being transformed by business processing solutions. Insurers are using \",\"type\":\"text\"},{\"text\":\"content services\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/terminology/content-services\",\"uuid\":\"cdb35882-3693-45c5-94d2-e05a1666f197\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\" platforms embedded with intelligence capabilities to automate age requirements, detect signatures and perform important compliance tasks.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"A recent Deloitte insurance outlook cited greater use of automation, alternative data and AI as the top three changes insurers need to make in the underwriting process. The switch to \",\"type\":\"text\"},{\"text\":\"intelligent automation\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/articles/automated-intelligence-vs-artificial-intelligence\",\"uuid\":\"29790355-7ca8-43bd-8f23-8d699bb4fcff\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\" in underwriting is in the early stages for many insurers, the global firm says.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Insurers that have made the switch, however, are realizing huge gains.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Deloitte’s research mentions a company that approved 96% of its policies through automated underwriting. Doing so reduced the company’s average turnaround time from 3.8 days to 10 minutes.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"“The question is whether most insurers will invest enough to make this vision a reality, at least in the short term,” Deloitte’s outlook says.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Claims management\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"For many insurers, the claims management process — from when a claim is first submitted all the way to payment — can be disjointed and slowed by paper documents and manual steps. An innovative content management platform driven by intelligent automation connects each step and reduces the time and money spent on repetitive work.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"When a claim enters the system, the information is immediately captured and stored on a secure, centralized electronic repository. One of the best parts: The information is readily available on the day-to-day platforms that employees use.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Compliance\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"The number of regulations that insurers have to keep up with can be overwhelming, especially if done manually.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"An enterprise content management platform can help insurers stay compliant by aligning people, processes and technology. Leveraging intelligent automation tools makes such processes as validating policies, creating defensible audit trails and generating regulatory reports more efficient and less prone to errors.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Policy management\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Intelligent automation can be a driver for \",\"type\":\"text\"},{\"text\":\"digital transformation\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/articles/digital-transformation\",\"uuid\":\"497e7256-62a5-4e5a-8438-fb4bca1d173a\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\" in insurance, as well as for organizational change. Insurers can automate the entire policy management process — from creation to communication, management and maintenance.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Insurers that leverage the right technology to solve challenges are able to address such new opportunities as capturing unmet customer needs and expanding core offerings.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"hide_content_heading\":false},{\"_uid\":\"1e6714f1-b8a6-48d6-979e-9565361aa7ba\",\"heading\":\"Case study: Intelligent automation at work for insurance companies\",\"children\":[{\"_uid\":\"4af0b6b5-cbbf-4fe7-83de-6737870df1a2\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"More intelligent, more efficient and better for the customer — sounds great, right?\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"These claims aren’t too good to be true. Here’s a case study that leverages automated intelligence.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"RPA eliminates lag time and engineers major savings for FDLIC\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The setup:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Funeral Directors Life Insurance Company had eight staffers who were responsible for settling more than 2,000 contracts each week. As claims picked up and new business accelerated, employees were staying past close to process contracts and reduce lag time.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Already users of OnBase, a Hyland content services platform, all it took the FDLIC team was a “Hack Week” and Hyland’s robotic process automation (RPA) solution to automate new business processing. During its five days of innovation and fun, FDLIC figured out how the Hyland RPA and OnBase integration could improve its processes.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The result:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Within a few weeks, FDLIC added five bots that were integrated with Hyland’s platform to automatically surface information and settle new business contracts.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"A month later, the company had an \",\"type\":\"text\"},{\"text\":\"88% return on its bot investment\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" and a total elimination of lag time in line-of-business processing.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The bots allow the company’s workers to focus on building relationships with customers and producing quicker, more accurate outcomes.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Implementing RPA meant FDLIC’s claims department began to save about seven minutes and $4.36 per claim. Also significant: The insurer saved 20,000 hours in manual processes and its claims volume increased by more than $15 million over a two-year period.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Why top performers are turning to AI and machine learning\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Interest in AI and machine learning is as prevalent as an insurance spot during a football game. But effectively and intelligently capturing critical business information is as important to an insurer as a star quarterback is to an NFL team.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Organizations, AIIM says, can no longer “afford the luxury of manually identifying and categorizing incoming information.” AIIM’s report on intelligent capture, which includes a significant number of responses from insurers, recommends that organizations view AI and machine learning in two contexts.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The first is traditional: how the tools are being used and could be used to improve efficiency and gain insight.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The second is more complex: how the tools can be used to make information more understandable by the machines.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The latter, AIIM says, is “done by adding context to unstructured information — i.e., content.”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Top-performing companies, the association found, are pushing the envelope on AI and machine learning much more aggressively than average organizations. AIIM says the difference in the percentage of large-scale implementations of intelligent capture technologies between top performers and average organizations is “at least” 20 percentage points.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"a87f3dea-3e52-4b5b-8e79-732c4f8b6225\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"In this Hyland-commissioned study by Forrester Consulting, Forrester found that more than 45% of organizations already use AI agents and another 25% are piloting them. Although adoption is accelerating, most organizations struggle to scale beyond early use cases due to a lack of enterprise context.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Forrester provides key recommendations for how to get AI agents right, as well as detailed data on enterprise trends around agent use. Download this report to learn more about how organizations are looking to AI agents to optimize workflows, make smarter decisions and create more personalized experiences.\",\"type\":\"text\"}]}]},\"ctas\":[{\"_uid\":\"17fe1a08-542d-45d3-981d-4faa137b2efd\",\"link\":{\"id\":\"5cc3ea22-55b6-407e-92d5-c697971b43f0\",\"url\":\"\",\"linktype\":\"story\",\"fieldtype\":\"multilink\",\"cached_url\":\"resources/analyst-reports/forrester-ai-agents\"},\"pill\":false,\"size\":\"medium\",\"label\":\"Download the report\",\"inverse\":false,\"variant\":\"secondary\",\"children\":[],\"component\":\"Link\",\"background\":\"light\",\"icon_after\":\"\",\"icon_before\":\"\"}],\"site\":\"\",\"media\":[{\"lcp\":false,\"_uid\":\"dd61021e-6637-4161-aeb5-f380c8ec8f60\",\"image\":{\"id\":150476530351748,\"alt\":\"Abstract buildings\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":\"\",\"filename\":\"https://a-us.storyblok.com/f/1023488/7600x3920/15ba921aa9/adobestock_877674946.jpeg\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"Abstract buildings\",\"title\":\"\",\"source\":\"\",\"copyright\":\"\"},\"is_external_url\":false},\"sizes\":\"\",\"filters\":\"\",\"component\":\"Image\",\"responsive\":true,\"smart_crop\":true,\"aspect_ratio\":\"1\"}],\"heading\":\"Forrester study: Unlocking the full potential of AI agents\",\"component\":\"SectionCallout\",\"background\":\"grey\",\"subheading\":\"Enterprise-wide AI agent adoption is accelerating\",\"heading_level\":\"2\",\"subheading_level\":\"3\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"hide_content_heading\":false},{\"_uid\":\"b9075a07-8af1-4ca0-b82b-6825d5712b23\",\"heading\":\"How intelligent automation benefits insurers\",\"children\":[{\"_uid\":\"5d6b3b3b-2eb1-4e84-992a-2c61a11e4b35\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"What’s your first thought when you read or hear about intelligent automation in insurance? Does it have to do with human workers being replaced by bots?\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"The reality is intelligent automation empowers employees to focus on high-value tasks, which leads to increased job satisfaction and an improved customer experience.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Research has shown that intelligent automation can:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"attrs\":{\"tight\":false},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Save insurers thousands of hours in manual processing each year\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Increase accuracy by at least 80%\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Speed up service delivery time by as much as 80%\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Help insurers achieve 100% regulatory compliance\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Produce a 100% ROI within a year, with more gains to follow\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Insurance workers today are focusing on emerging technologies, while gaining new skills and responsibilities. They are, in fact, more valuable than ever.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"hide_content_heading\":false},{\"_uid\":\"22c89c3b-c630-42b4-8094-db913dbb5bec\",\"heading\":\"How to onboard intelligent automation\",\"children\":[{\"_uid\":\"61e3da8e-fc74-43d5-ac7b-91d4d978b2f7\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"You’ve seen — or read about — the benefits and results IA can produce. But how do you implement IA at your organization?\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Alan Pelz-Sharpe, an IT analyst and the founder of Deep Analysis, says to focus on these seven steps:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Analyze the current state of your business\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Use process mining tools to get a full picture of your processes\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Connect the dots between people and system processes\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Design your to-be state and ideal goals\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Identify everyone, every step and every technology that will be involved\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Study success stories from your peers\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Focus on value for the long term\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"You can listen to Pelz-Sharpe detail each of the steps in \",\"type\":\"text\"},{\"text\":\"this Hyland webinar\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"https://event.on24.com/wcc/r/4882962/7A602A90D62E74BDE3D040CA29874065\",\"uuid\":null,\"anchor\":null,\"target\":\"_self\",\"linktype\":\"url\"}}]},{\"text\":\".\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"hide_content_heading\":false},{\"_uid\":\"98faf047-4f24-4c12-bd05-00e570625f46\",\"heading\":\"The future of automation in insurance\",\"children\":[{\"_uid\":\"d6faf571-96d6-432d-b7c5-3773b1c50e27\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"McKinsey, in researching the future role of \",\"type\":\"text\"},{\"text\":\"artificial intelligence\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/terminology/what-is-artificial-intelligence\",\"uuid\":\"20125895-1fd6-4dd9-82f2-c6908d07e7bd\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\" and \",\"type\":\"text\"},{\"text\":\"intelligent automation\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/terminology/intelligent-automation\",\"uuid\":\"335af70e-f376-4641-8d64-e1a4ec06725d\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\" in insurance, says purchasing insurance will be “faster, with less active involvement on the part of the insurer and the customer.”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"By 2030, underwriting as we know it will no longer exist for most personal and small business products in life and property and casualty insurance. More than half of claims activities, meanwhile, will be replaced by automation, the global firm says.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"To prepare for what’s ahead, McKinsey recommends that insurers:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"attrs\":{\"tight\":false},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Keep up with technologies and trends in AI\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Develop and implement a coherent strategic plan\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Create and execute a comprehensive data strategy\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Develop an effective talent and technology infrastructure\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"The world has seen rapid advancements in technology. The speed of such advances, along with our reliance on intelligent automation, is only going to increase.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Is your organization ready? Hyland, a leading provider of intelligent content solutions with the ability to leverage the power of intelligent automation, can help.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"hide_content_heading\":false}],\"component\":\"TableOfContents\",\"content_width\":\"narrow\",\"nav_orientation\":\"horizontal\"},{\"_uid\":\"60a2ddb3-6484-46a0-9935-d77f5eb562fb\",\"heading\":\"You might also like:\",\"component\":\"CardGrid\",\"media_type\":\"image\",\"page_cards\":[\"e80c7e80-ebed-49b2-91d6-67d6ff961a9a\",\"3329d9de-ed85-43ae-aadf-93ef33b60b49\",\"1710e9f6-74d9-47df-90fa-fe4eaa0efc29\"],\"color_theme\":\"none\",\"heading_level\":2,\"card_orientation\":\"portrait\",\"column_fit_style\":\"auto\",\"number_of_columns\":4,\"media_aspect_ratio\":\"auto\",\"show_heading_accent\":true}],\"ctas\":[],\"author\":[],\"component\":\"ArticlePage\",\"languages\":[\"en\"],\"page_icon\":\"\",\"page_type\":\"article\",\"page_image\":{\"id\":108539984816807,\"alt\":\"\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":null,\"filename\":\"https://a-us.storyblok.com/f/1023488/870e53cc89/hub-discover-intelligent-automation-hyland.png\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"\",\"title\":\"\",\"copyright\":\"\",\"SitecoreGuid\":\"{7D8718BD-7122-433B-A447-4C66B94C8935}\"},\"is_external_url\":false},\"page_title\":\"Intelligent automation in insurance\",\"page_author\":\"481d4930-b7f3-49fb-b9bd-e60712de5b71\",\"sitecore_guid\":\"{1E73A5FB-4EED-4197-AFE7-9932339CAD51}\",\"tags_products\":[],\"redirects_from\":\"\",\"lite_navigation\":false,\"show_breadcrumb\":true,\"tags_industries\":[],\"noindex_nofollow\":false,\"page_description\":\"Explore how insurance organizations all over the globe are accelerating their digital transformation efforts.\",\"tags_departments\":[],\"show_publish_date\":false,\"show_reading_time\":true,\"tags_capabilities\":[],\"tags_integrations\":[],\"canonical_override\":{\"id\":\"\",\"url\":\"\",\"linktype\":\"story\",\"fieldtype\":\"multilink\",\"cached_url\":\"\"},\"page_content_title\":\"Trends in intelligent automation for insurance\",\"exclude_from_sitemap\":false,\"published_at_override\":\"\",\"exclude_from_analytics\":false,\"standard_width_content\":false,\"page_content_description\":\"Insurance organizations all over the globe are accelerating their digital transformation efforts.\",\"show_notification_banner\":false},\"slug\":\"intelligent-automation-in-insurance\",\"full_slug\":\"resources/articles/intelligent-automation-in-insurance\",\"sort_by_date\":null,\"position\":-2140,\"tag_list\":[],\"is_startpage\":false,\"parent_id\":108591509006686,\"meta_data\":null,\"group_id\":\"f0c57085-c70b-40da-866f-2ad56d4b7262\",\"first_published_at\":\"2026-05-29T18:53:31.269Z\",\"release_id\":null,\"lang\":\"default\",\"path\":null,\"alternates\":[],\"default_full_slug\":null,\"translated_slugs\":null},{\"name\":\"state-farm-fcu\",\"created_at\":\"2025-11-03T20:52:59.979Z\",\"published_at\":\"2026-06-04T20:08:20.288Z\",\"updated_at\":\"2026-06-04T20:08:47.271Z\",\"id\":108599623634310,\"uuid\":\"3a94d2fb-47d2-47c2-abb4-60caec2ec164\",\"content\":{\"_uid\":\"5372da85-f401-4084-a1ec-ee0c1898dd1a\",\"body\":[{\"_uid\":\"1c386e4c-3d49-438c-aa66-0b5ad53f76e5\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Automating key processes and transitioning to the cloud brings big efficiency gains for fast-growing credit union.\",\"type\":\"text\"}]}]},\"ctas\":[],\"media\":[{\"lcp\":false,\"_uid\":\"ee06eb1d-8e2b-4d25-8105-940ff388c0a0\",\"image\":{\"id\":108554976244952,\"alt\":\"An African-American woman in a bright yellow blazer is standing in front of a screen displaying data. 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As the credit union’s director of personnel, G.E. Mecherle wanted to help employees save their hard-earned money by providing savings and loan products with competitive rates.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Mecherle’s philosophy holds true today for the Bloomington, Illinois-based credit union. State Farm FCU has more than $4.6 billion in assets and added 1,100-plus new members in 2024.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The longtime Hyland customer utilizes \",\"type\":\"text\"},{\"text\":\"Hyland OnBase\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/products/onbase\",\"uuid\":\"f4188146-205b-420b-a150-9481b86d2b8e\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\" across the credit union. With features such as advanced capture, workflow, document retention and records management, State Farm FCU relies on OnBase to automate key processes, improve operational efficiency and enhance member support.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"ce79e33d-ecbb-4e8a-b4b3-2505b9311319\",\"uuid\":\"WiX1uoVv9KGbwmMUgzzgM8\",\"component\":\"VideoVidyard\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"hide_content_heading\":false},{\"_uid\":\"20fabab4-be4a-43fa-a696-08016c130b32\",\"heading\":\"Lofty cloud results\",\"children\":[{\"_uid\":\"6ab0ffff-ade6-42e7-b2a4-4d217fa2f5ff\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The credit union’s servers were hosted in a service bureau environment, which was costly, time-consuming and made the management of technology upgrades more difficult. With the help of \",\"type\":\"text\"},{\"text\":\"Hyland managed services\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/services/managed-services\",\"uuid\":\"2c3e229c-3684-4f13-a8bd-bff475ad968b\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\", State Farm FCU migrated to the \",\"type\":\"text\"},{\"text\":\"Hyland Cloud\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"platform/cloud\",\"uuid\":\"9faee19d-7dff-4a1e-8975-aa0c2aa1ae40\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\", which manages the infrastructure and maintenance of their content services solution.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"In fewer than 10 months, State FCU moved from its modified on-premises environment to the Hyland Cloud. The credit union migrated more than 11 million documents and built integrations to crucial systems, including \",\"type\":\"text\"},{\"text\":\"Corelation KeyStone\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"platform/integrations/corelation-keystone\",\"uuid\":\"c14c4527-6123-4eb9-a940-a01328cef2ce\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\", its core banking system.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Hyland Services assisted in making the transition seamless, Credit Union Analyst Rose Helmerick said.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"“They’ve been a huge help and are wonderful to work with,” Helmerick said.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Added trust\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Being in the Hyland Cloud has helped State Farm FCU increase scalability, efficiency and strengthen its disaster recovery efforts.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"“Disaster recovery is huge,” Credit Union Analyst Jenn Stanton said. “We need to make sure that if something happens to a primary site, there is a full backup and it can be up and running in a reasonably timely fashion. We know that we can trust the Hyland Cloud. I don’t know that we had that same trust level before.”\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Accelerated processes\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"With the Hyland Cloud handling the deployment, infrastructure and maintenance of OnBase, Helmerick and Stanton are free to focus on building new applications and workflows that drive efficiency and innovation.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"“Our teams consistently tell us that their processes are faster and they have more time to complete their daily tasks,” Stanton said.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"\\u003e Learn more | \",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\"How IDP is modernizing bank operations\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"https://event.on24.com/wcc/r/4883003/7A17997910D5608FA35701576A130603\",\"uuid\":null,\"anchor\":null,\"target\":\"_self\",\"linktype\":\"url\"}},{\"type\":\"bold\"}]}]}]},\"component\":\"Richtext\"},{\"_uid\":\"8995dbd3-e669-4319-8c8d-0d223165f334\",\"heading\":\"\",\"component\":\"Stats\",\"background\":\"dark\",\"attribution\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\"}]},\"show_accent\":true,\"stat_1_copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Hours saved each day from not having to print hundreds of documents\",\"type\":\"text\"}]}]},\"stat_1_icon\":\"timer\",\"stat_1_stat\":\"2.5\",\"stat_2_copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Documents that were migrated to the Hyland Cloud\",\"type\":\"text\"}]}]},\"stat_2_icon\":\"document\",\"stat_2_stat\":\"11 million+\",\"stat_3_copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Applications built with WorkView\",\"type\":\"text\"}]}]},\"stat_3_icon\":\"apps\",\"stat_3_stat\":\"20+\",\"stat_1_image\":{\"id\":null,\"alt\":null,\"name\":\"\",\"focus\":null,\"title\":null,\"source\":null,\"filename\":\"\",\"copyright\":null,\"fieldtype\":\"asset\",\"meta_data\":{}},\"stat_2_image\":{\"id\":null,\"alt\":null,\"name\":\"\",\"focus\":null,\"title\":null,\"source\":null,\"filename\":\"\",\"copyright\":null,\"fieldtype\":\"asset\",\"meta_data\":{}},\"stat_3_image\":{\"id\":null,\"alt\":null,\"name\":\"\",\"focus\":null,\"title\":null,\"source\":null,\"filename\":\"\",\"copyright\":null,\"fieldtype\":\"asset\",\"meta_data\":{}},\"heading_level\":\"3\"},{\"_uid\":\"7532c000-161d-48f9-95cc-e854b8245c15\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"SSO is a popular addition\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"An additional perk of being in cloud is single sign-on (SSO), which was easy to set up and has been a hit with State Farm FCU staffers.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"SSO wouldn’t have been an option in State Farm FCU’s service bureau environment. Helmerick and Stanton were able to get the feature up and running within a couple hours, which fueled the credit union’s excitement.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"“Hyland has been the easiest vendor to get this set up that we’ve worked with,” Helmerick said. “Their documentation is spot on, they know what they’re doing and they’re able to help if we have any issues troubleshooting.”\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"“It just works”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"The credit union has documents that arrive from a bunch of different places. The Hyland Cloud has made the intake process much easier — and more efficient.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"“They come in, and there’s usually not a problem,” Helmerick said. “It just works.”\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"ea10ae07-b7b3-4323-923f-922dcc1a7b59\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Hear from three financial institutions that, with Hyland’s help, have automated tasks, transformed workflows and delivered exceptional customer experiences.\",\"type\":\"text\"}]}]},\"ctas\":[{\"_uid\":\"9491be3d-646c-4fd3-8d33-91c315440a8f\",\"link\":{\"id\":\"f54ca881-6d98-4a90-9b87-cfc4703f6388\",\"url\":\"\",\"linktype\":\"story\",\"fieldtype\":\"multilink\",\"cached_url\":\"resources/articles/financial-services-success-stories\"},\"pill\":false,\"size\":\"medium\",\"label\":\"Read the success stories\",\"inverse\":false,\"variant\":\"secondary\",\"children\":[],\"component\":\"Link\",\"background\":\"light\",\"icon_after\":\"\",\"icon_before\":\"\"}],\"site\":\"\",\"media\":[{\"lcp\":false,\"_uid\":\"6521b380-db5e-4688-af52-0133dd82c1b0\",\"image\":{\"id\":108539895073429,\"alt\":\"Financial Services Automation Success Stories\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":null,\"filename\":\"https://s3.amazonaws.com/a-us.storyblok.com/f/1023488/c183a2cfee/financial-services-automation-success-stories.jpg\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"Financial Services Automation Success Stories\",\"title\":\"\",\"copyright\":\"\",\"SitecoreGuid\":\"{BC113155-C4C4-49A4-9A9D-9783F088AEE5}\"},\"is_external_url\":false},\"sizes\":\"\",\"filters\":\"\",\"component\":\"Image\",\"responsive\":true,\"smart_crop\":true,\"aspect_ratio\":\"1\"}],\"heading\":\"Success stories: Automation in financial services\",\"component\":\"SectionCallout\",\"background\":\"gradient-light\",\"heading_level\":\"2\",\"subheading_level\":\"3\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"heading_override\":\"Lofty results in the cloud\",\"hide_content_heading\":false},{\"_uid\":\"e0de5eae-1873-4f04-9421-bb77dbd9b01f\",\"heading\":\"Custom apps bring big improvements\",\"children\":[{\"_uid\":\"c8c50495-7190-4a0c-a55a-ada3484a51ed\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"State Farm FCU has utilized \",\"type\":\"text\"},{\"text\":\"WorkView\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/articles/workview-product-overview\",\"uuid\":\"c600c8e3-5bbf-4602-96ba-9fadf58545cf\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\"’s low-code, configurable framework to build more than 20 custom applications. The Hyland toolkit natively integrates with OnBase to enable the creation of high-value, low-cost, rapidly deployable solutions.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"For the credit union, three WorkView applications stand out as the most impactful.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Wire transfers\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Members requesting a wire transfer submit an electronic form, which is entered into an OnBase workflow. The credit union’s money movement team receives the request and can quickly process it.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"“Typically, when members do a wire transfer, they’re looking for money to hit their external account the same day,” Helmerick said. “Using that (application) allows us to have everything in one place for our money movement team to be able to process the wire quickly for the member.”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"All of the information is stored in one place, which improves document retention and has enhanced the auditing process.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Financial back office\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The credit union’s accounts payable and accounts receivable teams no longer have to print and manually save documents. The document entry, approval and retention processes are now digital, saving 2.5 hours and hundreds of pages each day.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"“They would be going through reams of paper a day printing these reports, and it was necessary for regulations and all of that,” Stanton said. “But by simply moving that electronically and into OnBase, it’s been wonderful.”\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Doing so has produced a “tenfold” improvement in back-office processes, Stanton said.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"29a124fe-2608-4770-8fcd-835495fd3060\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"They would be going through reams of paper a day printing these reports, and it was necessary for regulations and all of that. But by simply moving that electronically and into OnBase, it’s been wonderful.\",\"type\":\"text\"}]}]},\"variant\":\"gradient-dark\",\"component\":\"Quote\",\"attribution\":\"Jenn Stanton, Credit Union Analyst, State Farm FCU\"},{\"_uid\":\"f1852600-6bce-40f4-8238-836851571633\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Title tracking\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Collateral loans, primarily for motor vehicles, are entered into KeyStone and tracked as WorkView objects. When the loan is paid off, the credit union can quickly pull the paper title and send it to the member or, if it’s an electronic title, release its lien on the collateral so the member has access to the title.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"“It’s a centralized way for us to track their title from the beginning of the loan to the payoff of the loan,” Helmerick said.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"heading_override\":\"Custom apps\",\"hide_content_heading\":false},{\"_uid\":\"e65bdbbe-41e5-461f-9c88-3502a6e0072d\",\"heading\":\"The Hyland difference\",\"children\":[{\"_uid\":\"6a3a5fce-dfe2-4654-b1e7-916b9d13be9f\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Already huge fans of OnBase, Helmerick and Stanton have been thrilled with the credit union’s cloud transition. 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That’s no longer the case.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"The antiquated systems are \",\"type\":\"text\"},{\"text\":\"inefficient and costly to maintain\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/articles/maintaining-legacy-systems\",\"uuid\":\"b0b4cdba-cabb-4f1c-9cd4-94a7fc36fe75\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\", and they simply aren’t able to support the capabilities required for success in the foreseeable future.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"If your IT systems are a decade old and increasingly causing setbacks, it’s time to consider modernizing your technology solutions — for the sake of your customers and your staff.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Modernization \",\"type\":\"text\"},{\"text\":\"is a strategic solution\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/downloads/5-drivers-modernizing-ecm\",\"uuid\":\"84325fce-c5ae-41ac-99cd-daa4b5d3b9c2\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\" to navigating the challenges of outdated legacy systems. One that promises huge returns — resource optimization, higher scalability, personalization, quicker response times and more efficient service to customers.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"But first, it’s time for an assessment. Before making the decision \",\"type\":\"text\"},{\"text\":\"to modernize banking\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"https://www.hyland.com/en/resources/articles/financial-services-modernization-automation-ai\",\"uuid\":null,\"anchor\":null,\"target\":\"_self\",\"linktype\":\"url\"}}]},{\"text\":\" IT systems, organizations need to evaluate their current systems to truly understand what technology solutions will resolve legacy issues and where they can make the most impact.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"3c6fe985-75fa-4fb1-84dc-162479c88a05\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"We now have the capability to build solutions that address specific business challenges utilizing the tools within OnBase, reducing the need to purchase other software solutions.”\",\"type\":\"text\"}]}]},\"variant\":\"\",\"component\":\"Quote\",\"attribution\":\"Karma Hicks, Senior Vice President and Director of Operations and Process Improvements, American National Bank of Texas\"},{\"_uid\":\"291bef4e-78b3-4243-ad9f-bfb8b11d11b5\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":2},\"content\":[{\"text\":\"Legacy assessment checklist\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"There are a number of factors that should be considered when undertaking a system assessment — the age of the hardware/software, its interoperability with other systems, whether it supports changes in the business processes model, the frequency of hardware failures and crashes, and, generally, its overall performance.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Here is a checklist of questions to ask yourself to gain a complete and fundamental understanding of your existing systems:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"attrs\":{\"tight\":false},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Is your existing system able to accept and process multiple data formats from various types of applications and third-party systems?\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Can your system accurately classify, extract and validate all document formats?\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Are you able to connect your current system with new applications without having to deal with disparate systems?\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Are you able to gain a complete view of information and real-time access to that information whenever you need it?\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"What are its AI capabilities? Can you create and manage AI agents to perform specialized tasks?\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"How quickly and accurately does your system process the increased volumes of data that your organization receives?\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"How much investment or expense is tied to the maintenance and support of your existing legacy systems?\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Does your existing system offer flexible deployment options?\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Your answers should provide a clear perspective of whether modernizing your legacy system is a necessity or a nice-to-have for the organization.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"\\u003e Webinar | \",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\"See how AI is transforming bank operations\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"},{\"type\":\"link\",\"attrs\":{\"href\":\"https://event.on24.com/wcc/r/5003753/E4D759875250D8321DFDDD66F8F84BF1\",\"uuid\":null,\"anchor\":null,\"target\":\"_self\",\"linktype\":\"url\"}}]}]}]},\"component\":\"Richtext\"},{\"_uid\":\"5f7cf5b6-4566-47ce-a73b-7ef7f204e0ea\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\"}]},\"ctas\":[],\"flip\":false,\"site\":\"\",\"media\":[{\"alt\":\"\",\"lcp\":false,\"_uid\":\"a0994eeb-9b74-465f-b63f-04c5a9762cb2\",\"role\":\"\",\"image\":{\"id\":108550731579654,\"alt\":\"\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":\"\",\"filename\":\"https://a-us.storyblok.com/f/1023488/63781f3cd5/financial-services-insights-3-2880x3840.jpg\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"Three people smile and talk in an office. 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Read on to take a deep dive into the future of finance, where artificial intelligence isn't just a buzzword — it's the new currency of success.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"d66f2381-4bab-4e11-9e66-4aa2528a9945\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":2,\"textAlign\":null},\"content\":[{\"text\":\"The rise of the machines: GenAI takes center stage\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Remember when we thought ATMs were the pinnacle of banking technology? Those were simpler times. Now, we're in the generative AI (GenAI) era, and it's poised to transform every aspect of banking as we know it.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"GenAI is poised to revolutionize everything from customer service to fraud detection, risk management and even investment strategies. But before you start worrying about Skynet taking over your corner office, let's look at the numbers.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"A survey of retail banking executives revealed that efficiency gains are the primary anticipated benefit of AI. It's not about replacing humans with robots; it's about augmenting human capabilities to create a banking experience that's faster, smarter and more intuitive than ever before.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"lcp\":false,\"_uid\":\"5050164f-1346-4d42-9f80-b73ab5b7608d\",\"role\":\"\",\"image\":{\"id\":108539878808209,\"alt\":\"\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":\"\",\"filename\":\"https://a-us.storyblok.com/f/1023488/1274f52667/figure-1-primary-anticipated-benefits-of-ai.jpg\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\" Primary Anticipated Benefits of AI\",\"title\":\"\",\"copyright\":\"\",\"SitecoreGuid\":\"{F4FCCAA3-0706-4F20-90C0-2D1BE79C050B}\"},\"is_external_url\":false},\"sizes\":\"\",\"filters\":\"\",\"component\":\"Image\",\"responsive\":true,\"smart_crop\":true,\"aspect_ratio\":\"\",\"hide_component\":false,\"flip_horizontal\":false},{\"_uid\":\"9f4e896b-f6a9-4b99-9053-d5d9c6de7b6b\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"So, what's your GenAI strategy? If you're still at the \\\"What's GenAI?\\\" stage, it's time to catch up. It’s developing a clear AI strategy that aligns with your business goals and customer needs. This isn't just about implementing new technology; it's about reimagining your entire business model with AI at its core.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"But here's the million-dollar question: Are you prepared to invest in the infrastructure and talent needed to support GenAI implementation? It's not just about upgrading IT systems; it's about upskilling your workforce to \",\"type\":\"text\"},{\"text\":\"harness the power of AI\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/articles/ai-financial-services\",\"uuid\":\"63647e4a-1771-45b4-963b-4c24cd0abe21\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\". Remember, in this brave new world, your most valuable asset isn't your balance sheet — it's your ability to adapt.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"hide_content_heading\":true},{\"_uid\":\"d1868bff-0dc6-4949-856e-2dd84cd05f1c\",\"heading\":\"Personal touch \",\"children\":[{\"_uid\":\"8c6cab1f-a9a7-4597-bc21-ea427d0954d5\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"In the current banking landscape, being just another bank on the corner with great rates won’t cut it. 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The challenge is that only 44% of banks are actually delivering it.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"This isn't just a missed opportunity; it's a gaping hole in your customer retention strategy. But fear not: AI is here to plug that gap. By leveraging AI technologies and data analytics, you can offer tailored experiences that make your customers feel like VIPs every time they interact with your bank.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"But here's the rub: Personalization without proper safeguards is a recipe for disaster. As you ramp up your personalization efforts, you need to double down on data privacy and security. 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AI-driven pricing can deliver sophisticated pricing optimization, and it's a game-changer by harnessing the power of AI to analyze vast amounts of data on customer behavior, market trends and competitor actions.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"But this isn't just about maximizing profits (although that's certainly a nice perk). It's about understanding your customers on a deeper level and offering them products and services that truly meet their needs. It's the difference between being a bank and being a financial partner.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"However, a word of caution: Along with all of the value of AI pricing optimization, an additional focus on guardrails ensures a regulator’s view of transparency and fairness. Therefore, it's essential to strike a balance between optimization and compliance in your pricing strategies.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_override\":\"The price is right: AI-optimized pricing strategies\",\"hide_content_heading\":false},{\"_uid\":\"3fb9e524-6852-4dfb-9f9e-2ef90676f6e0\",\"heading\":\"Cloud-first revolution \",\"children\":[{\"_uid\":\"7c2561ce-b57d-4d7a-a3e3-12240f4ccadc\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Remember when \\\"cloud\\\" would send the compliance folks running for the exits? Those days are long gone. Once taboo in financial services, cloud computing is now on almost every FI's roadmap. And for good reason.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"lcp\":false,\"_uid\":\"54360554-e582-4bcc-89fd-d49474badd47\",\"role\":\"\",\"image\":{\"id\":108539882748562,\"alt\":\"\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":\"\",\"filename\":\"https://a-us.storyblok.com/f/1023488/1a4c547965/figure-2-benefits-of-the-cloud.jpg\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"Benefits of the Cloud\",\"title\":\"\",\"copyright\":\"\",\"SitecoreGuid\":\"{5BC4963D-F1CE-473A-A0AC-A5B7B241365E}\"},\"is_external_url\":false},\"sizes\":\"\",\"filters\":\"\",\"component\":\"Image\",\"responsive\":true,\"smart_crop\":true,\"aspect_ratio\":\"\",\"hide_component\":false,\"flip_horizontal\":false},{\"_uid\":\"d30a50b0-88e1-4a6d-806c-8b090b1f3e7a\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"As the above graphic shows, the \",\"type\":\"text\"},{\"text\":\"benefits of cloud adoption\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"platform/cloud\",\"uuid\":\"9faee19d-7dff-4a1e-8975-aa0c2aa1ae40\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\" are numerous and significant. From simplified disaster recovery to improved security and reduced hardware costs, the cloud transforms banking from the inside out.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"But here's the million-dollar question: Is your FI ready to make the leap to a cloud-first approach? It's not just about migrating your data; it's about reimagining your entire IT infrastructure. Developing a clear cloud strategy that aligns with your overall business objectives and IT architecture. And let's not forget the importance of robust governance frameworks and security controls.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"heading_override\":\"Head in the clouds: The cloud-first revolution\",\"hide_content_heading\":false},{\"_uid\":\"37392e7b-7b66-40d0-babb-cafa31d646a0\",\"heading\":\"Compliance \",\"children\":[{\"_uid\":\"d0a4ae10-047f-4f01-b174-4cf60a2123d1\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"If you thought regulatory compliance was a headache before, brace yourself. There is a growing need for FIs to recalibrate their regulatory compliance functions in the face of escalating risks and scrutiny.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"lcp\":false,\"_uid\":\"c7e13a29-8d6b-4092-8128-6cc2547f1666\",\"role\":\"\",\"image\":{\"id\":108539886688915,\"alt\":\"\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":\"\",\"filename\":\"https://a-us.storyblok.com/f/1023488/78420a655e/figure-3-regulatory-compliance.jpg\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"Regulatory Compliance\",\"title\":\"\",\"copyright\":\"\",\"SitecoreGuid\":\"{7FB33EBD-7D11-4C32-AC6B-9F65C19E5934}\"},\"is_external_url\":false},\"sizes\":\"\",\"filters\":\"\",\"component\":\"Image\",\"responsive\":true,\"smart_crop\":true,\"aspect_ratio\":\"\",\"hide_component\":false,\"flip_horizontal\":false},{\"_uid\":\"d876fec8-66d8-45a8-b3e7-62c3b0b33755\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"But here's the silver lining: With great challenge comes great opportunity. Adopting new compliance models and leveraging RegTech solutions can turn compliance from an obligatory resource expenditure into a competitive advantage.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"The key is to be proactive rather than reactive. Monitor regulatory developments closely, engage with regulators and industry groups, and invest in strengthening your compliance and risk management capabilities. And remember, in the world of compliance, culture is king. Foster an environment in which compliance and ethics are as ingrained in your corporate DNA as the pursuit of profit.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"heading_override\":\"Compliance: The new frontier\",\"hide_content_heading\":false},{\"_uid\":\"2a83d6bc-7b04-4a06-be9b-2c007df435f3\",\"heading\":\"A modern tech stack \",\"children\":[{\"_uid\":\"2cfab0a1-72c3-4eb0-a317-a7d4431fa139\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Last but certainly not least, modernizing your technology cores is critical. 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It requires substantial investment, careful planning, a willingness to embrace change and a little bit of the unknown. The project should start with a comprehensive assessment of your current system and include clear objectives and the consideration of all modernization options, from a complete system replacement to component-based upgrades.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Don't forget about your people. Regular communication and employee training are vital for a successful transition. After all, the most advanced technology in the world is useless if your team doesn't understand the new capabilities and how to leverage them.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"heading_override\":\"Core values: Modernizing your tech stack\",\"hide_content_heading\":false},{\"_uid\":\"eb48d7ed-0b92-4338-acd7-356932d7dfe5\",\"heading\":\"Future of banking \",\"children\":[{\"_uid\":\"4cd37cd0-23a9-4ba0-8f7c-808f3a0b2855\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"As we stand on the brink of this AI-powered banking revolution, the question isn't whether to adapt but how quickly you can do so. This article offers a roadmap, but it's up to you to chart the course for your institution.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"So, what are the key takeaways for the savvy banking executive?\",\"type\":\"text\"}]},{\"type\":\"ordered_list\",\"attrs\":{\"order\":1},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Embrace AI or be left behind:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Develop a comprehensive AI strategy that touches every aspect of your business.  2.  \",\"type\":\"text\"},{\"text\":\"Personalization is non-negotiable:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Leverage AI to create tailored experiences that keep your customers returning.  3.  \",\"type\":\"text\"},{\"text\":\"Price smarter, not harder:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Use AI-driven pricing strategies to optimize profitability and customer satisfaction.  4.  \",\"type\":\"text\"},{\"text\":\"Get your head in the cloud:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Develop a clear cloud strategy to unlock new levels of agility and innovation.  5.  \",\"type\":\"text\"},{\"text\":\"Turn compliance into a competitive edge:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Invest in RegTech and foster a culture of compliance to stay ahead of regulatory challenges.  6.  \",\"type\":\"text\"},{\"text\":\"Modernize your core or risk obsolescence:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Assess your tech stack and develop a clear modernization roadmap.\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The future of banking is here, and it's powered by AI.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"0657f79a-d90f-4594-909a-2a5b080d2fa6\",\"link\":{\"id\":\"8ab401fb-ae1f-4b1c-8169-17777e322325\",\"url\":\"\",\"linktype\":\"story\",\"fieldtype\":\"multilink\",\"cached_url\":\"solutions/industries/financial-services/banking\"},\"pill\":false,\"size\":\"large\",\"label\":\"Explore Hyland’s banking solutions\",\"inverse\":false,\"variant\":\"secondary\",\"children\":[],\"component\":\"Link\",\"icon_after\":\"\",\"icon_before\":\"\",\"hide_component\":false}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"heading_override\":\"Banking on the future\",\"hide_content_heading\":false}],\"component\":\"TableOfContents\",\"content_width\":\"narrow\",\"nav_orientation\":\"horizontal\"},{\"_uid\":\"93cb7ba7-e78b-4c14-9b14-d8e40cad08cd\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"About the author\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Stewart Watterson is a strategic advisor in the Retail Banking \\u0026 Payments practice at Datos Insights. He brings a broad range of experience from 30 years of consumer banking with Chase, National City and PNC, serving as SVP, Mobile Wallet \\u0026 Emerging Payments.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"97815024-77e8-485e-9dca-e165d0463ef7\",\"heading\":\"You might also like:\",\"component\":\"CardGrid\",\"media_type\":\"image\",\"page_cards\":[\"e4c3d888-dbc3-4069-89d8-40427bcda0f1\",\"a6c6eaf7-3410-4e86-9f77-f1bf14abd0bd\",\"63647e4a-1771-45b4-963b-4c24cd0abe21\",\"136166d4-8bb2-4fbb-bc5a-89abce60d12d\"],\"color_theme\":\"none\",\"heading_level\":2,\"card_orientation\":\"portrait\",\"column_fit_style\":\"auto\",\"number_of_columns\":4,\"media_aspect_ratio\":\"auto\",\"show_heading_accent\":true}],\"ctas\":[],\"author\":[],\"component\":\"ArticlePage\",\"languages\":[\"en\"],\"page_icon\":\"\",\"page_type\":\"article\",\"page_image\":{\"id\":108540228917980,\"alt\":\"Three business people discussing\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":null,\"filename\":\"https://s3.amazonaws.com/a-us.storyblok.com/f/1023488/73b53039c4/three-business-people-discussing.png\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"Three business people discussing\",\"title\":\"\",\"copyright\":\"\",\"SitecoreGuid\":\"{07EC29D2-8FCE-48AF-9A42-021EEDD02A93}\"},\"is_external_url\":false},\"page_title\":\"AI and the Future of Banking\",\"page_author\":\"d51ea7cc-f753-4e64-b661-e4a026e653f1\",\"sitecore_guid\":\"{1A53D91A-B4AF-42B5-8E07-44B74167D514}\",\"tags_products\":[],\"redirects_from\":\"\",\"lite_navigation\":false,\"show_breadcrumb\":true,\"tags_industries\":[\"finance\"],\"noindex_nofollow\":false,\"page_description\":\"Stewart Watterson of Datos Insights explains how AI will define the future of banking — from customer experiences to pricing strategies and compliance.\",\"tags_departments\":[],\"show_publish_date\":false,\"show_reading_time\":false,\"tags_capabilities\":[],\"tags_integrations\":[],\"canonical_override\":{\"id\":\"\",\"url\":\"\",\"linktype\":\"story\",\"fieldtype\":\"multilink\",\"cached_url\":\"\"},\"page_content_title\":\"From tellers to terabytes: The digital makeover of modern banking\",\"exclude_from_sitemap\":false,\"published_at_override\":\"\",\"exclude_from_analytics\":false,\"page_content_description\":\"Stewart Watterson of Datos Insights takes a deep dive on how AI is the new currency of success in the financial industry.\",\"show_notification_banner\":false},\"slug\":\"digital-makeover-of-modern-banking\",\"full_slug\":\"resources/articles/digital-makeover-of-modern-banking\",\"sort_by_date\":null,\"position\":-2200,\"tag_list\":[],\"is_startpage\":false,\"parent_id\":108591509006686,\"meta_data\":null,\"group_id\":\"dd6a8ee7-6220-4c25-9030-039268d52d2f\",\"first_published_at\":\"2026-05-29T18:53:31.269Z\",\"release_id\":null,\"lang\":\"default\",\"path\":null,\"alternates\":[],\"default_full_slug\":null,\"translated_slugs\":null},{\"name\":\"future-of-intelligent-automation\",\"created_at\":\"2025-11-03T20:56:43.497Z\",\"published_at\":\"2026-06-04T20:08:21.807Z\",\"updated_at\":\"2026-06-08T20:34:38.005Z\",\"id\":108600539178910,\"uuid\":\"6d1b2b81-be27-45ef-aec2-a02384bd46ba\",\"content\":{\"_uid\":\"0b6fdd07-b723-48d2-8a2a-705bcd342a05\",\"body\":[{\"_uid\":\"d2fd9a52-fa7d-479b-aa73-9d4e352aa060\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Analyst firm Deep Analysis uncovers the trends, challenges and opportunities shaping the future of AI and intelligent automation. Download the full report to unlock actionable insights that drive innovation and success in your organization.\",\"type\":\"text\"}]}]},\"ctas\":[{\"_uid\":\"baeea294-64a9-44ad-8b99-cb8fa0f57540\",\"link\":{\"id\":\"5109ef17-b376-4894-805b-28ef91d92f8d\",\"url\":\"\",\"linktype\":\"story\",\"fieldtype\":\"multilink\",\"cached_url\":\"resources/analyst-reports/deep-analysis-whitepaper\"},\"pill\":false,\"size\":\"medium\",\"label\":\"Download the research\",\"inverse\":true,\"variant\":\"primary\",\"children\":[],\"component\":\"Link\",\"background\":\"light\",\"icon_after\":\"\",\"icon_before\":\"\",\"hide_component\":false}],\"media\":[{\"lcp\":false,\"_uid\":\"ed653f55-229a-4ef4-a156-b8b63265ccf6\",\"image\":{\"id\":108540058376888,\"alt\":\"Two businesspeople, a woman with glasses and a man in a suit, review a tablet in a sunlit office with blinds.\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":\"\",\"filename\":\"https://s3.amazonaws.com/a-us.storyblok.com/f/1023488/c98c7e7538/ipad-discussion-as-1106943348.jpeg\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"Two businesspeople, a woman with glasses and a man in a suit, review a tablet in a sunlit office with blinds.\",\"title\":\"\",\"source\":\"\",\"copyright\":\"\",\"SitecoreGuid\":\"{0EE53019-574C-45BD-A907-FE2E6B9C17AC}\"},\"is_external_url\":false},\"sizes\":\"\",\"filters\":\"\",\"component\":\"Image\",\"responsive\":true,\"smart_crop\":true,\"aspect_ratio\":\"auto\"}],\"heading\":\"10 insights into the future of intelligent automation\",\"variant\":\"slash\",\"component\":\"HeroDefault\",\"color_theme\":\"dark\",\"heading_upperacase\":true},{\"_uid\":\"3de7cc38-3333-4ebf-ae03-9151c2298c4c\",\"promos\":[],\"content\":[],\"sections\":[{\"_uid\":\"3da5e531-7863-47e3-9bd4-1e4439470319\",\"heading\":\"10 Insights\",\"children\":[{\"_uid\":\"56475c67-80ba-4a85-b7b7-957cc9b2b4b2\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"AI and intelligent automation are reshaping the way organizations operate, offering a transformative opportunity for enhanced efficiency, decision-making and competitive advantage. The recently published \",\"type\":\"text\"},{\"text\":\"Market Momentum Index™ for Intelligent Automation\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/analyst-reports/deep-analysis-whitepaper/\",\"uuid\":\"5109ef17-b376-4894-805b-28ef91d92f8d\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\", by analyst firm Deep Analysis and commissioned by Hyland, unpacks these revolutionary trends with industry-specific insights and actionable takeaways.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"We’ve summarized the top 10 insights from the report to give you a glimpse into what Deep Analysis uncovered.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"For a deeper dive, download the full report, which is packed with intel sourced from decision-makers in 400 enterprises across the United States and United Kingdom, as well as analysis and recommendations.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"0875adbb-95c8-483d-adc8-b880b5d89459\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":4,\"textAlign\":null},\"content\":[{\"text\":\"Download a complimentary copy of the Deep Analysis report\",\"type\":\"text\"}]}]},\"ctas\":[{\"_uid\":\"38c8ec83-97ad-4d73-bf0b-717fb85c7b60\",\"link\":{\"id\":\"5109ef17-b376-4894-805b-28ef91d92f8d\",\"url\":\"\",\"linktype\":\"story\",\"fieldtype\":\"multilink\",\"cached_url\":\"resources/analyst-reports/deep-analysis-whitepaper/\"},\"pill\":false,\"size\":\"medium\",\"label\":\"Download now\",\"inverse\":true,\"variant\":\"secondary\",\"children\":[],\"component\":\"Link\",\"icon_after\":\"\",\"icon_before\":\"\",\"hide_component\":false}],\"flip\":false,\"site\":\"\",\"media\":[],\"heading\":\"\",\"component\":\"SectionCallout\",\"background\":\"gradient-dark\",\"subheading\":\"\",\"heading_level\":\"2\",\"hide_component\":false,\"subheading_level\":\"3\",\"mobile_hide_image\":false},{\"_uid\":\"b44fa364-4043-4c91-ab45-1cade837641f\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"1. Intelligent automation is gaining speed\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"A whopping 88% of organizations surveyed are either actively planning or preparing to start intelligent automation projects within the next 6 months.\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" This highlights the growing urgency to adopt solutions that combine AI and automation to streamline complex processes and adapt to real-time business needs.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"049e006c-3064-4fdd-865d-4a8cf401041e\",\"uuid\":\"jkGjiii1cqzdcw5ufATqLV\",\"component\":\"VideoVidyard\"},{\"_uid\":\"ebdbe8d3-d0ba-4031-b8c6-a3069b9fe2e4\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"\\u003e \",\"type\":\"text\"},{\"text\":\"Dive deeper\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" | \",\"type\":\"text\"},{\"text\":\"Watch the webinar with Alan Pelz-Sharpe, founder and principal analyst at Deep Analysis.\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"https://event.on24.com/wcc/r/4784496/D17E48899B3CE254EA9FCB2901BA6AE8\",\"uuid\":null,\"anchor\":null,\"target\":\"_self\",\"linktype\":\"url\"}}]}]}]},\"component\":\"Richtext\"},{\"_uid\":\"4d639478-ea93-4741-80cd-06df226ae4cd\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"2. Insurance leads the way in adoption\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"The insurance industry is at the forefront, with \",\"type\":\"text\"},{\"text\":\"91% of surveyed insurance businesses actively involved in planning intelligent automation projects.\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Financial services, healthcare and government sectors aren't far behind, displaying widespread adoption across industries.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"3. Data quality is a make-or-break factor\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Deep Analysis found \",\"type\":\"text\"},{\"text\":\"83% of organizations have been forced to exclude at least one data source from intelligent automation projects due to poor quality\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\", highlighting the necessity of clean and usable data for successful outcomes. Among these, CRM and ERP systems emerged as the most critical data sources.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"b8f79c2d-b3f7-42d5-9fe4-65320aa8a9d0\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Respondents express a significant willingness to change central pillars of their enterprise application stack if a more efficient, AI-optimized alternative is available.\",\"type\":\"text\"}]}]},\"component\":\"Quote\",\"attribution\":\"Deep Analysis, Market Momentum Index, Intelligent Automation, Artificial Intelligence and Data, 2024\"},{\"_uid\":\"fcd7143b-b0d7-45d4-9a93-4834a9b02539\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"4. AI projects are proving effective\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Early adopters are seeing results, with \",\"type\":\"text\"},{\"text\":\"88% of AI projects meeting or exceeding targets.\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" These businesses report significant progress in automating tasks and improving decision-making processes, demonstrating AI’s growing role in operational success.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"5. Automation is about data, not just labor shortages\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Contrary to popular beliefs, \",\"type\":\"text\"},{\"text\":\"only 10% of organizations cited labor shortages as a primary reason for adopting automation.\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Instead, efforts are focused on improving data quality (63%) and access to knowledge/data (58%) — a clear signal that organizations are prioritizing smarter data strategies.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"6. IT dominates automation efforts\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Projects tend to be IT-led and IT-centered, with \",\"type\":\"text\"},{\"text\":\"75% of initiatives directed toward improving IT capabilities.\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" However, the benefits often extend beyond IT, enhancing customer support, finance and back-office operations.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"d98b98b1-511c-4673-9ef9-9e5df1f29c31\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Organizations must broaden their approach to intelligent automation and AI beyond the environs of IT and into the respective line-of-business operations.\",\"type\":\"text\"}]}]},\"component\":\"Quote\",\"attribution\":\"Deep Analysis, Market Momentum Index, Intelligent Automation, Artificial Intelligence and Data, 2024\"},{\"_uid\":\"5fc340ed-40c7-47d0-a652-15f526296675\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"7. Businesses are rethinking their technology stack\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"The integration of AI is driving significant shifts in enterprise technology. For instance, \",\"type\":\"text\"},{\"text\":\"74% of organizations showed a willingness to replace traditional ERP systems with AI-enabled alternatives.\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" This willingness marks a major shift from the historical reluctance to overhaul enterprise systems.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"00b5c261-4d83-40ba-b5e1-e4ea0a970c68\",\"uuid\":\"csCepfJjEymVQs5bmNihs7                  \",\"component\":\"VideoVidyard\"},{\"_uid\":\"5f34edfd-192c-468f-bd0c-94b11d701329\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"\\u003e \",\"type\":\"text\"},{\"text\":\"Dive deeper\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" | \",\"type\":\"text\"},{\"text\":\"Watch the webinar with Alan Pelz-Sharpe, founder and principal analyst at Deep Analysis.\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"https://event.on24.com/wcc/r/4784496/D17E48899B3CE254EA9FCB2901BA6AE8\",\"uuid\":null,\"anchor\":null,\"target\":\"_self\",\"linktype\":\"url\"}}]}]}]},\"component\":\"Richtext\"},{\"_uid\":\"9e45253c-b36a-49d9-821a-458340884bc1\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"8. Enterprise-wide AI deployment is within reach\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Survey results show that \",\"type\":\"text\"},{\"text\":\"83% of respondents have AI projects in production or evaluation phases.\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" What’s more, many of these projects are transitioning beyond experimentation and into day-to-day operational workflows, signaling AI's maturity within enterprises.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"9. Process complexity is no longer a barrier\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Analysis found \",\"type\":\"text\"},{\"text\":\"77% of organizations are targeting the automation of their most complex, multistep business processes\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\", which demonstrates growing confidence in intelligent automation’s ability to handle intricate workflows with precision.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"10. 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With Hyland, you can reach your full potential.\\n\",\"show_notification_banner\":false},\"slug\":\"switching-to-hyland\",\"full_slug\":\"resources/articles/switching-to-hyland\",\"sort_by_date\":null,\"position\":-3790,\"tag_list\":[],\"is_startpage\":false,\"parent_id\":108591509006686,\"meta_data\":null,\"group_id\":\"89328230-7020-41d4-9079-8225fc8c2683\",\"first_published_at\":\"2026-05-29T18:53:31.269Z\",\"release_id\":null,\"lang\":\"default\",\"path\":null,\"alternates\":[],\"default_full_slug\":null,\"translated_slugs\":null},{\"name\":\"resilience-and-agility-in-insurance\",\"created_at\":\"2025-11-03T20:47:26.471Z\",\"published_at\":\"2026-06-04T20:08:21.807Z\",\"updated_at\":\"2026-06-04T20:09:10.157Z\",\"id\":108598257588954,\"uuid\":\"e80c7e80-ebed-49b2-91d6-67d6ff961a9a\",\"content\":{\"_uid\":\"67948d78-5dc3-456d-b9b9-194bc1fc4846\",\"body\":[{\"_uid\":\"cb12d15c-9eb6-48a2-9a9c-90120e33909c\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Explore the factors that make an organization in the insurance industry resilient and agile.\",\"type\":\"text\"}]}]},\"ctas\":[{\"_uid\":\"1901672e-8385-4268-bc55-3a67ac08f225\",\"link\":{\"url\":\"https://a-us.storyblok.com/f/1023488/13a83010f7/unlocking-business-resilience-and-agility.pdf\",\"linktype\":\"asset\",\"fieldtype\":\"multilink\",\"cached_url\":\"https://a-us.storyblok.com/f/1023488/13a83010f7/unlocking-business-resilience-and-agility.pdf\"},\"pill\":false,\"size\":\"medium\",\"label\":\"View the full report\",\"inverse\":false,\"variant\":\"primary\",\"children\":[],\"component\":\"Link\",\"icon_after\":\"\",\"icon_before\":\"\"},{\"_uid\":\"2eb901b5-db46-4816-a728-27f387b3fc82\",\"label\":\"Share\",\"variant\":\"secondary\",\"component\":\"LinkShare\",\"i18n_share_heading\":\"Share\"}],\"media\":[{\"lcp\":false,\"_uid\":\"b0939596-fa15-4338-8f88-3816f0b84d94\",\"image\":{\"id\":108547905470193,\"alt\":\"Two people discussing an insurance policy while sitting at a desk in a meeting room.\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":null,\"filename\":\"https://s3.amazonaws.com/a-us.storyblok.com/f/1023488/32068b24f4/heroimage_insurance.jpg\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"Two people discussing an insurance policy while sitting at a desk in a meeting room.\",\"title\":\"\",\"copyright\":\"\",\"SitecoreGuid\":\"{C031E88C-D6C7-427F-A677-10A6D34B798A}\"},\"is_external_url\":false},\"sizes\":\"\",\"filters\":\"\",\"component\":\"Image\",\"responsive\":true,\"smart_crop\":true,\"aspect_ratio\":\"1\"}],\"heading\":\"Tackling insurance industry challenges with resilience and agility\",\"component\":\"HeroArticle\",\"i18n_minutes\":\"minutes\",\"i18n_reading_time\":\"Reading time\",\"show_publish_date\":true,\"show_reading_time\":true},{\"_uid\":\"3a4419cd-319e-40be-9f9e-49a7add4b30e\",\"promos\":[],\"content\":[],\"sections\":[{\"_uid\":\"6923ecbd-2017-4c07-815d-ae86e1ec6a71\",\"heading\":\"Intro\",\"children\":[{\"_uid\":\"5c52631b-81c1-4ea2-a56b-eb6985c3e921\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Like any industry, \",\"type\":\"text\"},{\"text\":\"the insurance field\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/industries/insurance/\",\"uuid\":\"7aecd65b-bb7f-4c61-b70f-33c646835533\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\" has faced significant threats in recent years, including data privacy risks, global economic uncertainty, rapid shifts in technology and increasingly severe weather events. The extent to which insurance companies demonstrate resilience and agility is crucial to their survival, their ability to meet policyholder needs and the continued profitability of the industry at large.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Hyland’s 2023 report, “Unlocking Business Resilience and Agility,” reveals that 45% of insurance companies consider themselves strong or very strong — six percentage points below the cross-industry average of 51%. Meanwhile, 37% of insurance companies see themselves as weak or very weak — on par with the average percentage across industries like \",\"type\":\"text\"},{\"text\":\"government\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/industries/government/\",\"uuid\":\"45e732a3-d54d-46a5-bf53-dd6e83702841\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\", \",\"type\":\"text\"},{\"text\":\"education\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/industries/education\",\"uuid\":\"d6d88e89-68aa-4d22-9ecc-8b39a4d0e9bf\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\" and \",\"type\":\"text\"},{\"text\":\"transportation and logistics\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/industries/other-industries\",\"uuid\":\"8071e46e-d3fc-424c-809f-a0459d3541e0\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\". As resilience and agility are vital to an organization’s success, these lower-than-average results are worth examining.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"If an insurance business doesn’t view itself as resilient, what steps can leaders take to strengthen its positioning and better prepare for potential headwinds? Executives should consider what might have influenced these results and how their companies can overcome barriers to resilience and agility to unlock future-proof growth.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"hide_content_heading\":false},{\"_uid\":\"096ac1aa-d139-4714-a586-4a6c83c853f8\",\"heading\":\"Attributes and themes driving business resilience and agility \",\"children\":[{\"_uid\":\"db514de8-1c65-4cfc-9d1e-63b846e775c7\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Through our research, we uncovered 10 core attributes highly resilient and agile companies all have:\",\"type\":\"text\"}]},{\"type\":\"ordered_list\",\"attrs\":{\"order\":1,\"tight\":false},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Dedicated people, processes and tools for gathering business intelligence that reveal market opportunities and threats\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Ongoing data analytics on products and services to understand performance and customer usage\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Effective change management processes that ensure new technologies impact the organization in a positive way\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"An understanding of and willingness to follow leadership’s vision for the company\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Voice-of-employee processes and tools that help understand and adapt to employees’ changing needs\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Compliance controls that ensure employees follow policies\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Voice-of-customer processes and tools that reveal customer sentiment on the company and how their needs are evolving\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"A strong ability to learn new capabilities or innovate the business when faced with threats or crises\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"A workforce with sufficient autonomy to act on threats and opportunities without the involvement of executive leadership\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"A clear vision for the future understood by the entire organization\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Compared with other major industries, some attributes are well-leveraged in the insurance sector (over 50% of respondents are actively leveraging these drivers). Of the 10 most impactful drivers, insurance companies leverage six most capably:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"attrs\":{\"tight\":false},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Business intelligence (1)\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Product analytics (2)\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Leadership’s vision followed (4)\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Voice-of-employee processes (5)\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Effective compliance (6)\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Adding new capabilities (8)\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"However, insurance companies are also underleveraging other attributes. These three attributes are impactful, but barely leveraged at all:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"attrs\":{\"tight\":false},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Effective change management (3)\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Voice-of-customer processes (7)\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Employee autonomy (9)\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Given that these underleveraged attributes are among the top drivers of business resilience and agility, the analysis suggests that insurance companies invested in sustainable growth and long-term success should prioritize their voice-of-customer processes and tools, employee autonomy and effective change management.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_override\":\"Key attributes and themes driving business resilience and agility in insurance\",\"hide_content_heading\":false},{\"_uid\":\"b13cc57d-52c8-4d83-8205-67c928ff1b9c\",\"heading\":\"Overcoming these challenges\",\"children\":[{\"_uid\":\"bb05b167-e83f-40e4-a325-b0ff0f66e014\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"From the 10 attributes previously mentioned, we uncovered four unifying themes necessary to accomplish these objectives:\",\"type\":\"text\"}]},{\"type\":\"ordered_list\",\"attrs\":{\"order\":1},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"People\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Leadership\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Technology\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Flexibility\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"These business resilience and agility themes aren’t just goals that insurance companies should aspire to achieve. They’re indispensable for riding out industry-specific market tremors. Let’s look closer at why a focus on each theme is so fundamental.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"1. People\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"As the insurance industry becomes more tumultuous and competitive, so too does the need to make key investments in staff. Doing so helps organizations retain the people needed to more efficiently and consistently deliver innovative insurance products and services to as many customers as possible.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"As teams analyze their people to rethink approaches to salaries, benefits and organizational processes, they’ll naturally gain insights into employee sentiment around pain points that can help make better decisions on how to make the most of staff and teams. In short, staffing investments in the short term optimize the company’s operational overhead to reinforce the business over time.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"2. Leadership\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Great people at an organization can’t operate at their full potential without a strong leadership team at the helm. After all, without a firm understanding of insurance industry laws and regulations informing a company’s decision-making, companies and their people risk being exposed to legal probes and associated costs that restrict the ability to stay resilient and agile.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Examining the company’s leadership helps uncover efficiency roadblocks like convoluted leadership processes and a lack of expertise in core insurance industry domains. Investments in necessary training and education programs can help leadership teams overcome these obstacles. In doing so, businesses are better positioned to tackle current and emerging insurance industry challenges.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"3. Technology\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"In today’s end-to-end digital landscape, the tools and processes insurers use to do business are constantly evolving. The increased speed at which underwriting and claims are managed with digital tools has made particular waves in the insurance industry. As such, insurers that fail to keep pace with the latest technologies that are driving results with insurance professionals across the industry risk losing customers to companies that do.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Auditing the organization’s internal tech tools can reveal pain points that impact the workforce and the customers they do business with. Organizations can save time and budget by researching the solutions that match the business’ needs and providing ample training and support to staff to swiftly adapt to new digital tools and processes.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"4. Flexibility\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"As a business theme, flexibility is universal; it encompasses not just the three prior themes — people’s needs change, leadership styles shift as necessary and technology constantly evolves — but also everything it means to be a modern business. Without flexibility, organizations are powerless to do anything in the face of today’s challenges and those yet to come. They can’t move forward, so they’re incapable of staying resilient and agile.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Insurance organizations become more flexible by incorporating the aforementioned 10 attributes — and this is only possible by embodying the themes of people, leadership, technology and flexibility. The themes are interconnected with resilience and agility, and as such enabling both requires organizations to consistently deliver on the core value propositions and differentiators that drive business.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"hide_content_heading\":false},{\"_uid\":\"6ad68756-33c1-45fa-b35c-99b5ff2d0ab6\",\"heading\":\"Meet future challenges with resilience and agility\",\"children\":[{\"_uid\":\"47da16ad-7124-44b0-accf-078515ced29d\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"By making significant and consistent investments in people, leadership, technology and flexibility, insurance organizations will set the stage to continue innovating and delivering value to customers — all while facing economic turbulence 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\",\"page_author\":\"481d4930-b7f3-49fb-b9bd-e60712de5b71\",\"sitecore_guid\":\"{D33B58F8-6806-482A-99BF-481F6C54CCE6}\",\"tags_products\":[],\"redirects_from\":\"\",\"lite_navigation\":false,\"show_breadcrumb\":true,\"tags_industries\":[],\"noindex_nofollow\":false,\"page_description\":\"Explore the factors that make an organization in the insurance industry resilient and agile.\",\"tags_departments\":[],\"show_publish_date\":true,\"show_reading_time\":true,\"tags_capabilities\":[],\"tags_integrations\":[],\"canonical_override\":{\"id\":\"\",\"url\":\"\",\"linktype\":\"story\",\"fieldtype\":\"multilink\",\"cached_url\":\"\"},\"page_content_title\":\"Tackling insurance industry challenges with resilience and agility\",\"exclude_from_sitemap\":false,\"published_at_override\":\"2024-01-17\",\"exclude_from_analytics\":false,\"page_content_description\":\"Explore the factors that make an organization in the insurance industry resilient and 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Start here.\",\"inverse\":true,\"variant\":\"secondary\",\"children\":[],\"component\":\"Link\",\"background\":\"light\",\"icon_after\":\"\",\"icon_before\":\"\"}],\"media\":[{\"lcp\":false,\"_uid\":\"69ac707f-fef6-4ba8-93d1-aa2401487eb7\",\"image\":{\"id\":108554632017036,\"alt\":\"modernization-case-studies\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":null,\"filename\":\"https://s3.amazonaws.com/a-us.storyblok.com/f/1023488/ac5d64c3d9/modernization-case-studies.jpeg\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"modernization-case-studies\",\"title\":\"\",\"copyright\":\"\",\"SitecoreGuid\":\"{C72038B1-F283-45B4-B4A0-E9FD3148EDD4}\"},\"is_external_url\":false},\"sizes\":\"\",\"filters\":\"\",\"component\":\"Image\",\"responsive\":true,\"smart_crop\":true,\"aspect_ratio\":\"auto\"}],\"heading\":\"From legacy to leading-edge: Reimagine ECM with Hyland\",\"variant\":\"slash\",\"component\":\"HeroDefault\",\"color_theme\":\"dark\",\"hide_component\":false,\"copy_after_ctas\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\"}]},\"heading_uppercase\":false,\"heading_upperacase\":false},{\"_uid\":\"53b86728-42a2-40f9-a0db-703884bc3141\",\"promos\":[],\"content\":[],\"sections\":[{\"_uid\":\"05b4212c-1fc6-4493-9de0-d19d641777fd\",\"heading\":\"Summary\",\"children\":[{\"_uid\":\"b30d1be6-72df-403e-a4c7-cc480ec036d5\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"bullet_list\",\"attrs\":{\"tight\":false},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"The story:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Hyland customers replace their legacy ECM systems and modernize their content management capabilities with Hyland tools, streamlining processes and boosting efficiency with our scalable solutions.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"The value:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Open the door to managing content in new and powerful ways; seamlessly integrate secure, scalable solutions with your existing systems to effectively manage critical business information.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"The benefits:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Drive productivity and innovation opportunities, reduce operational risks and stay ahead in a competitive landscape with forward-thinking technology.\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Efficient, innovation-ready content management is essential for organizations striving to stay competitive and agile in today's business landscape. The ground is shifting in the ECM market, and companies have an advantage when they're partnered with a provider like Hyland that can offer unified content, process and application intelligence solutions in a cloud-native environment.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Let's take a look at modernization in action: Here's how five Hyland customers used our suite of content management tools to make forward progress.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":2},\"content\":[{\"text\":\"5 real-world modernization success stories from Hyland customers\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Hyland's customer-generated success isn’t just theoretical; our solutions drive measurable, transformational outcomes for a broad range of customers. Below, we explore five case studies of Hyland customers that captured immense business value by modernizing their ECM strategies.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"hide_content_heading\":false},{\"_uid\":\"096ed36c-db11-42ce-9d77-c83b17dd3f0b\",\"heading\":\"The FAA\",\"children\":[{\"_uid\":\"7dbb79c5-63c8-44da-929d-01b9372b171c\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"The FAA faced growing challenges managing disparate repositories and responding to document management requests across its enterprise. Using \",\"type\":\"text\"},{\"text\":\"Hyland Alfresco\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/products/alfresco-platform\",\"uuid\":\"cff60248-003f-4e22-8e43-4e53fe5618a3\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\", an open, scalable, cloud-native content, process and governance management suite, the FAA capitalized on an efficient enterprise document management system (EDMS) that supports broad enterprise use and expansive scalability. By implementing Alfresco as a \",\"type\":\"text\"},{\"text\":\"platform-as-a-service (PaaS)\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/articles/what-is-paas\",\"uuid\":\"6e865836-c117-4513-8aac-c8a46371e971\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\" being deployed and managed by Hyland experts, the FAA was able to maximize long-term flexibility.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Achievements and outcomes:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"attrs\":{\"tight\":false},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Assisted collaborative workflows with processes like document review and rule-making.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Consolidated disparate systems into a unified, cost-effective solution.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Delivered cost savings through contract consolidation and application decommissioning, helping the FAA reduce IT expenses and achieve financial benefits.\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"\\u003e Get the full story about \",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\"the FAA's modernization win\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"},{\"type\":\"link\",\"attrs\":{\"href\":\"customers/federal-aviation-administration\",\"uuid\":\"7fa51fe9-add2-4082-919f-1a3adff34d53\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\".\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"ff437c8a-337a-4b03-a351-ba5c9f554ce3\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"We don’t have to manage each user, which is great. And as our activity rate increases, we can easily leverage more users and upgrade our support package.\",\"type\":\"text\"}]}]},\"variant\":\"gradient-dark\",\"component\":\"Quote\",\"attribution\":\" David Cordner, Chief IT Architect, Langley Research Center\",\"hide_component\":false}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"heading_override\":\"1. The Federal Aviation Administration (FAA) leaned into scalable architecture and reduced IT expenses\",\"hide_content_heading\":false},{\"_uid\":\"02c86eff-d689-4fcd-9a01-d64acc2ba496\",\"heading\":\"Langley Research Center\",\"children\":[{\"_uid\":\"ec1a9f01-cd9a-4df0-9c2f-6758255f1fe3\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"NASA’s Langley Research Center needed a scalable and secure system to modernize its outdated, homegrown collaborative portal aeroCOMPASS. By leveraging Alfresco, Langley Research Center transformed its approach to collaborative document management.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Achievements and outcomes:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"attrs\":{\"tight\":false},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Migrated 2.5 TB of data and onboarded over 400 active users.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Enabled seamless collaboration among teams by preserving the familiar functionality of their legacy system while introducing advanced security measures.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Simplified document access through customizable dashboards and search capabilities.\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"\\u003e Read the \",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\"Langley Research Center’s story of reinvention\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"},{\"type\":\"link\",\"attrs\":{\"href\":\"customers/nasa-langley-research-center\",\"uuid\":\"18bacc8a-36f0-4bfe-b8ec-5abd83389442\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\".\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"2c158cf4-1697-4653-84cc-960cf284f313\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Offering unparalleled insights into the AI and cloud technologies transforming what content can do, The Shift gives you actionable strategies from industry thought leaders. Learn from real-world success stories and innovative perspectives that will keep your organization at the forefront of ECM transformation.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Subscribe to stay ahead, stay informed and make your enterprise content an even more strategic asset.\",\"type\":\"text\"}]}]},\"ctas\":[{\"_uid\":\"9997ba97-a1c3-4691-bba7-e22bb948e912\",\"link\":{\"id\":\"9605548c-f37a-4d0a-8339-646fee358738\",\"url\":\"\",\"linktype\":\"story\",\"fieldtype\":\"multilink\",\"cached_url\":\"resources/newsletter-signup\"},\"pill\":false,\"size\":\"medium\",\"label\":\"Subscribe today\",\"inverse\":false,\"variant\":\"secondary\",\"children\":[],\"component\":\"Link\",\"background\":\"light\",\"icon_after\":\"\",\"icon_before\":\"\"}],\"site\":\"\",\"media\":[{\"lcp\":false,\"_uid\":\"0d207b83-0112-4c9f-9912-e6e4478ea12c\",\"image\":{\"id\":113467891037241,\"alt\":\"Supervisor briefing and leading a meeting with his colleagues in a modern workplace.\",\"name\":\"\",\"focus\":\"\",\"title\":\"Male supervisor briefing his team in the morning. Experienced mature businessman leading a meeting with his colleagues in a modern workplace. Creative businesspeople working together.\",\"source\":null,\"filename\":\"https://s3.amazonaws.com/a-us.storyblok.com/f/1023488/e97b355c4f/adobestock_484008983.jpeg\",\"copyright\":\"Jacob Lund Photography\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"Supervisor briefing and leading a meeting with his colleagues in a modern workplace.\",\"title\":\"Male supervisor briefing his team in the morning. Experienced mature businessman leading a meeting with his colleagues in a modern workplace. 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NASA’s Langley Research Center overcame previous security challenges and enhanced collaboration across distributed work sites\",\"hide_content_heading\":false},{\"_uid\":\"97745126-790a-43d9-a59a-49184ecd6d5c\",\"heading\":\"Pearson plc\",\"children\":[{\"_uid\":\"eccc5c5a-52cb-4b1d-a8f3-f0cde520d850\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Pearson, a leading education publisher, needed a way to modernize its workflows as well as to help jumpstart its content creation and management capabilities. The publisher was constrained by inefficient processes and a publishing approach that prioritized print publication. As the world digitized, Pearson’s system couldn’t adapt.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Alfresco’s powerful developer tools enabled Pearson design the Pearson Authoring and Content Ecosystem (PACE), a cloud-based suite of applications and services that empower content creation and development teams to create and publish content intended for multiple \",\"type\":\"text\"},{\"text\":\"solutions \",\"type\":\"text\",\"marks\":[{\"type\":\"textStyle\",\"attrs\":{\"color\":\"\"}}]},{\"text\":\"and products. This replacement program for OpenText Documentum revolutionized Pearson’s multichannel publishing process, setting it up for its next era of business.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Achievements and outcomes:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Reduced content publishing times by enabling parallel workflows across digital and print formats.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Enhanced the user experience by integrating semantic tagging capabilities for content reuse and accessibility.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Manages over 1 petabyte of content with Alfresco containing educational assets like graphics, photos and other shared assets.\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"\\u003e Read more about Pearson’s modernization success story\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\".\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_override\":\"3. Publisher Pearson plc modernized its publishing workflow with Hyland by replacing OpenText Documentum\",\"hide_content_heading\":false},{\"_uid\":\"8b085917-a7cb-434b-b1a2-f8abc0753435\",\"heading\":\"CVS\",\"children\":[{\"_uid\":\"f3bc1452-2b36-42fc-bb7c-0af509d3a9ba\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"CVS Health, a leader in retail pharmacy and healthcare, relied on a proprietary, outdated knowledge management \",\"type\":\"text\"},{\"text\":\"solution \",\"type\":\"text\",\"marks\":[{\"type\":\"textStyle\",\"attrs\":{\"color\":\"\"}}]},{\"text\":\"to operate its call centers and back-office processes. Using \",\"type\":\"text\"},{\"text\":\"Hyland Nuxeo\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/products/nuxeo-platform\",\"uuid\":\"a12aef4c-c9bf-47cf-a887-9ddf6e83a390\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\", a highly scalable, cloud-native ECM solution, CVS transitioned away from IBM Filenet, as well as Oracle Stellent. With Nuxeo’s multitenant content services architecture, CVS provided separate content workflow software, metamodels and security models that were isolated and configured to meet the specific needs of each of its tenant stakeholder groups.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Achievements and outcomes:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Replaced legacy systems like IBM FileNet and Oracle with Nuxeo in under six months.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Improved customer service by enabling faster, more accurate information retrieval.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Supported more than 60 departments while providing the scalability to meet future demands.\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"\\u003e Get the details about CVS’s digital transformation\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\".\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"b43ce312-d64c-4ad4-8274-d1e14f0a3bb6\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"There were several important criteria we looked at,\\\" Padhi said. \\\"First, we wanted an adaptable platform with a flexible content services architecture that would enable us to easily build our own front end. It was also important to us that the vendor was on the leading edge when it came to leveraging modern and innovative technologies.\",\"type\":\"text\"}]}]},\"variant\":\"gradient-dark\",\"component\":\"Quote\",\"attribution\":\"Saswat Padhi, Program Manager of Document and Records Management/ECM, ABN AMRO\",\"hide_component\":false}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"heading_override\":\"4. CVS Health recommitted to innovation and delivers more informed customer care\",\"hide_content_heading\":false},{\"_uid\":\"e9bfc87b-1b2f-4d8f-9f42-cf68e65b353a\",\"heading\":\"ABN AMRO\",\"children\":[{\"_uid\":\"9e4ce2d2-68d6-4ab6-8408-c1075d91ff24\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The Netherlands-based bank ABN AMRO needed to modernize its content management strategy in line with industry regulations and its own digital transformation goals. 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Dutch bank ABN AMRO unified its enterprise content and modernized its information management ecosystem\",\"hide_content_heading\":false},{\"_uid\":\"f5e9f472-2c16-4794-aaed-c380c5511d42\",\"heading\":\"The path to modernization\",\"children\":[{\"_uid\":\"eec762ec-dc55-4a35-8aed-94ec37e13ea2\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"These success stories reflect the capabilities of our highly scalable, highly innovative content platform, which powers proven content solutions. By transitioning to Hyland’s modern content platform, you gain competitive advantages that will position you for long-term success.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"With Hyland, replacing your legacy ECM can look like:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"A scalable, cloud-ready solution\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" that improves agility, reduces complexity, accelerates innovation and delivers intuitive user experiences.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Unified, AI-powered enterprise content\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" that can better tap into the unrealized value of your unstructured data, 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has helped financial institutions intelligently automate tasks, transform workflows and deliver exceptional customer experiences.\",\"type\":\"text\"}]}]},\"ctas\":[],\"media\":[{\"lcp\":false,\"_uid\":\"2344dc30-968c-4bb0-827b-5bcaa754c3b7\",\"image\":{\"id\":108539895073429,\"alt\":\"Financial Services Automation Success Stories\",\"name\":\"\",\"focus\":\"\",\"title\":\"\",\"source\":null,\"filename\":\"https://s3.amazonaws.com/a-us.storyblok.com/f/1023488/c183a2cfee/financial-services-automation-success-stories.jpg\",\"copyright\":\"\",\"fieldtype\":\"asset\",\"meta_data\":{\"alt\":\"Financial Services Automation Success Stories\",\"title\":\"\",\"copyright\":\"\",\"SitecoreGuid\":\"{BC113155-C4C4-49A4-9A9D-9783F088AEE5}\"},\"is_external_url\":false},\"sizes\":\"\",\"filters\":\"\",\"component\":\"Image\",\"responsive\":true,\"smart_crop\":true,\"aspect_ratio\":\"1\"}],\"author\":\"\",\"heading\":\"Automation in financial services: Real-world success stories\",\"component\":\"HeroArticle\",\"i18n_minutes\":\"minutes\",\"reading_time\":\"\",\"i18n_reading_time\":\"Reading time\"},{\"_uid\":\"40780299-a516-4022-bdd5-2d9704faa623\",\"promos\":[],\"content\":[],\"sections\":[{\"_uid\":\"16a0829f-fd0f-4c61-9ab2-65293b91be71\",\"heading\":\"Introduction\",\"children\":[{\"_uid\":\"f658abcc-21d9-4bf0-9baf-39a1bacd4a57\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Manual processes and missing data are still significant challenges for financial firms.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"A recent \",\"type\":\"text\"},{\"text\":\"Banking \\u0026 Capital Markets Survey\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"https://www2.deloitte.com/us/en/pages/consulting/articles/2024-banking-data-analytics-survey-insights.html\",\"uuid\":null,\"anchor\":null,\"target\":\"_self\",\"linktype\":\"url\"}}]},{\"text\":\" by Deloitte showed that:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"An overwhelming number \",\"type\":\"text\"},{\"text\":\"(92%)\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" of respondents said data is unavailable or takes too long to retrieve\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"88%\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" said available data is from different sources, duplicated and not integrated\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"81%\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" said available data is of poor quality\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"When asked about optimizing internal and external data via automation, 67% of the respondents said they were \",\"type\":\"text\"},{\"text\":\"utilizing automation\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"https://www.hyland.com/en/resources/articles/financial-services-modernization-automation-ai\",\"uuid\":null,\"anchor\":null,\"target\":\"_self\",\"linktype\":\"url\"}}]},{\"text\":\" to optimize the data, but a lot more needs to be done. Another 19% said they weren’t optimizing the data with automation.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Is your financial institution struggling with inefficient, manual processes? \",\"type\":\"text\"},{\"text\":\"Hyland’s intelligent solutions\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/industries/financial-services/\",\"uuid\":\"d237a0ab-70aa-450c-8e5d-715686702643\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\" help organizations accelerate business processes, reduce errors and costs, and deliver exceptional customer experiences.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Here are just a few examples:\",\"type\":\"text\"}]}]},\"component\":\"Richtext\",\"hide_component\":false}],\"component\":\"TableOfContentsSection\",\"id_override\":\"\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"hide_content_heading\":true},{\"_uid\":\"59381064-6b0a-4032-9a74-0b750b2e8399\",\"heading\":\"Redstone Federal Credit Union \",\"children\":[{\"_uid\":\"d8ee4595-6905-4ca2-859c-3da556401960\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Use case: Debit card disputes\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Challenges they faced:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"As the credit union grew, the number of debit card transactions significantly increased, and disputes almost doubled.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The process Redstone used to resolve the disputes was highly manual. The process relied on a member of the security and investigations team to complete each step, which meant the credit union needed several business days to issue a credit.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"As a result, member experience suffered, and the credit union found it challenging to effectively communicate with members.\",\"type\":\"text\"}]}]}]}]},\"component\":\"Richtext\"},{\"_uid\":\"386a871f-ff28-44a8-b21a-73186cf44109\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Hyland enables me to be able to almost always say yes, and that’s extremely important when we’re trying to automate, streamline and improve processes.\",\"type\":\"text\"}]}]},\"variant\":\"dark-blue\",\"component\":\"Quote\",\"attribution\":\"Chris Appleton, Technology Integration Manager, Redstone Federal Credit Union\",\"hide_component\":false},{\"_uid\":\"328cf9ea-587a-4814-8623-dab4c06dbbd0\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Automation in action\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Redstone started by digitizing its in-branch dispute process with \",\"type\":\"text\"},{\"text\":\"Hyland OnBase\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/products/onbase\",\"uuid\":\"f4188146-205b-420b-a150-9481b86d2b8e\",\"anchor\":null,\"linktype\":\"story\"}}]},{\"text\":\". By no longer requiring members to physically sign forms and eliminating the need for employees to make multiple trips to the printer, the credit union saved almost 2,000 hours per year.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"Redstone then created a self-service tool in which members can dispute a charge via a fully digital process. Later, the credit union launched a multiphase plan to automate the processing of provisional credits with OnBase. By automatically posting journal vouchers, which are used to document provisional credits, the credit union saved nearly 1,100 hours per year and reimbursed members much sooner.\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Key results\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"attrs\":{\"tight\":false},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Time and cost savings:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Members receive an email within 30 minutes of a dispute being submitted. The automated process is saving Redstone more than 5,100 hours — the equivalent of more than three full-time employees — per year.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Enhanced member experiences:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Reducing the time it takes to issue a provisional credit from five or more business days to minutes has produced a cumulative annual wait-time reduction of more than 33,000 business days for the credit union’s members. Redstone also generated a 329% increase in funds recovered over a three-year period.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Fraud protection and compliance gains:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Redstone is automating the detection of repeat dispute requestors, and the reimagined processes are supporting efforts to comply with requirements to issue provisional credits within set time frames.\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"\\u003e Learn more | \",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\"Hear how Redstone transformed its debit card dispute process\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"},{\"type\":\"link\",\"attrs\":{\"href\":\"customers/redstone\",\"uuid\":\"5f3a1fe8-4f39-498a-9202-396e6e1d01a5\",\"anchor\":null,\"linktype\":\"story\"}}]}]}]},\"component\":\"Richtext\"},{\"_uid\":\"3e169886-ab76-43a9-8589-e669596d5b51\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"This report from National Mortgage News explores how the right automation technology can help firms now and in the future. 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The onboarding process took five-plus days and involved paper, email and network folders.\",\"type\":\"text\"}]}]}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Automation in action\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The bank identified 45 requirements for replacing its legacy system, and it became clear it needed to manage its content in the cloud, which would be more efficient and cheaper to maintain than its on-premises solution.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"ANBTX now deploys OnBase in the \",\"type\":\"text\"},{\"text\":\"Hyland Cloud\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"platform/cloud\",\"uuid\":\"9faee19d-7dff-4a1e-8975-aa0c2aa1ae40\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\" to automate processes, securely manage documents, solve business problems and empower employees to focus on customer service. With the help of \",\"type\":\"text\"},{\"text\":\"Hyland’s managed services\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"solutions/services/managed-services\",\"uuid\":\"2c3e229c-3684-4f13-a8bd-bff475ad968b\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\", the bank migrated 2.5 million documents to the cloud.\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"The bank later added \",\"type\":\"text\"},{\"text\":\"WorkView\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"resources/articles/workview-product-overview\",\"uuid\":\"c600c8e3-5bbf-4602-96ba-9fadf58545cf\",\"anchor\":null,\"target\":null,\"linktype\":\"story\"}}]},{\"text\":\", Hyland’s low-code application builder, to create solutions and address challenges with speed and agility.\",\"type\":\"text\"}]}]},\"component\":\"Richtext\"},{\"_uid\":\"2498010a-c32f-452b-8a4a-fab5a6121ad0\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"I truly feel like with Hyland, it’s a partnership. Some vendors want to talk about their latest offerings. With Hyland, we talk about what problem the bank is trying to solve and how we can do more with our solutions than what we’re doing today.\",\"type\":\"text\"}]}]},\"variant\":\"dark-blue\",\"component\":\"Quote\",\"attribution\":\"Karma Hicks, Senior VP and Director of Operations and Process Improvements, American National Bank of Texas\",\"hide_component\":false},{\"_uid\":\"e24bb862-b49a-46d0-bf77-8709488e9f91\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3},\"content\":[{\"text\":\"Key results\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"attrs\":{\"tight\":false},\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Improved lending processes:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" ANBTX created OnBase workflows to automate loan onboarding, collateral tracking, insurance and escrow. The bank’s mortgage warehouse loan process was reduced from two hours to fewer than 20 minutes per day.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Treasury management gains:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" Via WorkView, the bank incorporated DocuSign, reducing a five-day process to less than a day.\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"content\":[{\"text\":\"Regulatory compliance support:\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\" The bank created a new workflow to transform its review-and-approval process for Regulation CC holds. The bank’s ability to create new applications and workflows in-house has also helped it solve compliance and regulatory audit challenges.\",\"type\":\"text\"}]}]}]},{\"type\":\"paragraph\",\"content\":[{\"text\":\"\\u003e Learn more | \",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"}]},{\"text\":\"Hear how ANBTX is making the most of automation\",\"type\":\"text\",\"marks\":[{\"type\":\"bold\"},{\"type\":\"link\",\"attrs\":{\"href\":\"customers/anbtx\",\"uuid\":\"a6c6eaf7-3410-4e86-9f77-f1bf14abd0bd\",\"anchor\":null,\"linktype\":\"story\"}}]}]}]},\"component\":\"Richtext\"}],\"component\":\"TableOfContentsSection\",\"heading_level\":\"2\",\"heading_visual\":\"\",\"heading_override\":\"American National Bank of Texas (ANBTX)\",\"hide_content_heading\":false},{\"_uid\":\"2e5c4a74-4419-4c18-9e84-f225343c2605\",\"heading\":\"Trust Bank Singapore\",\"children\":[{\"_uid\":\"d19cc14d-cedd-4c0e-b753-8e12c57fb693\",\"copy\":{\"type\":\"doc\",\"content\":[{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Use case: Process automation\",\"type\":\"text\"}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Challenges they faced:\",\"type\":\"text\"}]},{\"type\":\"bullet_list\",\"content\":[{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Late payment fee waiver requests often took three to five days and generated high inbound call volumes. Agents manually logged requests, and operations teams reviewed each case before applying a waiver\",\"type\":\"text\",\"marks\":[{\"type\":\"textStyle\",\"attrs\":{\"color\":\"\"}}]},{\"text\":\".\",\"type\":\"text\"}]}]},{\"type\":\"list_item\",\"content\":[{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":null},\"content\":[{\"text\":\"Clients requesting to recall payments made to other banks was also a time-consuming, error-prone process. As the number of customers increased, so did the requests, which put a strain on a process that required coordination and handoffs between multiple teams\",\"type\":\"text\",\"marks\":[{\"type\":\"textStyle\",\"attrs\":{\"color\":\"\"}}]},{\"text\":\".\",\"type\":\"text\"}]}]}]},{\"type\":\"heading\",\"attrs\":{\"level\":3,\"textAlign\":null},\"content\":[{\"text\":\"Automation in action\",\"type\":\"text\"}]},{\"type\":\"paragraph\",\"attrs\":{\"textAlign\":\"left\"},\"content\":[{\"text\":\"Hyland Alfresco\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"/solutions/products/alfresco-platform\",\"uuid\":\"cff60248-003f-4e22-8e43-4e53fe5618a3\",\"anchor\":null,\"target\":\"_self\",\"linktype\":\"story\"}},{\"type\":\"textStyle\",\"attrs\":{\"color\":\"\"}}]},{\"text\":\" now plays a central role in orchestrating operations across Trust Bank. \",\"type\":\"text\",\"marks\":[{\"type\":\"textStyle\",\"attrs\":{\"color\":\"\"}}]},{\"text\":\"Integrated with core banking systems\",\"type\":\"text\",\"marks\":[{\"type\":\"link\",\"attrs\":{\"href\":\"/platform/integrations/\",\"uuid\":\"381fa467-e70b-4a53-98ac-17fc5e719ef9\",\"anchor\":null,\"target\":\"_self\",\"linktype\":\"story\"}},{\"type\":\"textStyle\",\"attrs\":{\"color\":\"\"}}]},{\"text\":\", it acts as the automation engine behind several internal processes and key customer journeys. 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studies",inverse:false,variant:"text",children:[],component:"Link",icon_after:"arrow_right",icon_before:"",hide_component:false}],heading:"",component:"CardGrid",media_type:"image",page_cards:[{name:"liberty-mutual",created_at:"2025-11-03T20:55:40.801Z",published_at:"2026-06-18T15:52:00.983Z",updated_at:"2026-06-18T15:56:39.529Z",id:108600282369736,uuid:"1710e9f6-74d9-47df-90fa-fe4eaa0efc29",content:{_uid:"8bf3648f-64c7-49b6-ab88-263562d5b62d",body:[{_uid:"1a88ad49-b3ba-4c57-be85-76397588019c",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Global insurer saves $21 million over five years with assistance from Hyland.",type:"text"}]}]},ctas:[],media:[{lcp:false,_uid:"dbae3349-234f-4acd-abf7-e5b0f63a4d56",image:{id:108550070149320,alt:"Man and woman examine damage to a car after an accident",name:"",focus:"",title:"",source:null,filename:"https://a-us.storyblok.com/f/1023488/16c08c29ea/liberty-mutual-claims-leakage.png",copyright:"",fieldtype:"asset",meta_data:{alt:"Man and woman examine damage to a car after an accident",title:"",copyright:"",SitecoreGuid:"{96534C2C-3D09-48A5-A8B6-F4CD8C90A1AC}"},is_external_url:false},sizes:"",filters:"",component:"Image",responsive:true,smart_crop:true,aspect_ratio:"1"}],heading:"Liberty Mutual Insurance ",component:"HeroArticle",i18n_minutes:"minutes",i18n_reading_time:"Reading time",show_reading_time:true},{_uid:"7246a243-ac5e-464d-88ee-bcba1c77e08f",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Liberty Mutual Insurance formed its Global Specialty business unit in 2012 to drive growth in 18 markets worldwide. From the outset, the goal was to build a less paper-intensive business.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"\"We wanted to create global productivity teams that could collaborate and leverage our scale in a digital manner,\" said Global Specialty's senior vice president and CIO.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"At the time, the organization had some tactical ",type:"text"},{text:"document management",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/document-management/",uuid:"b16015c4-3a93-4073-94da-a21e4b4fa8af",anchor:null,target:null,linktype:"story"}}]},{text:" systems in place, but they were siloed and based on slow, outdated technology. What's more, files were stored in U.S. data centers, which further delayed content access by a globally dispersed user base.",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"Content management in the cloud",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The SVP and CIO's vision was to deliver a modern, cloud-based solution that would enable paperless operations around the world.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"\"Our objective was to deliver global document management capabilities that would be effective locally, whether users were in Asia Pacific, Europe, North America or Latin America,\" the executive said.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The team also viewed the initiative as an opportunity to ",type:"text"},{text:"simplify regulatory compliance",type:"text",marks:[{type:"link",attrs:{href:"platform/governance",uuid:"ea95af85-4155-406b-8b1a-9c02a2f4ed43",anchor:null,target:null,linktype:"story"}}]},{text:" and accelerate solution delivery with automated build and deployment.",type:"text"}]}]},heading:"Liberty Mutual ensures paperless future with Alfresco Content Services on AWS",children:[],component:"Section",constrain:false,heading_level:"2",heading_accent:false,hide_component:false,show_heading_accent:false},{_uid:"fec59dce-a508-4b70-b518-b4dc16ec546b",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Alfresco platform was the only ECM solution that absolutely met our requirement for cloud-native capabilities.",type:"text"}]}]},variant:"gradient-dark",component:"Quote",attribution:"Senior vice president and CIO, Global Specialty",hide_component:false},{_uid:"f77816c2-eaf4-4f4a-adac-78148e8dcc1d",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Global Specialty went live with Alfresco Content Services and Alfresco Governance Services running on Amazon Web Services (AWS). The solution provides electronic file and ",type:"text"},{text:"records management",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/records-management/",uuid:"b8800f1a-7419-4fc0-90ba-c612d4be6549",anchor:null,target:null,linktype:"story"}}]},{text:" capabilities that integrate seamlessly with the company’s core insurance applications.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"According to the SVP and CIO, ",type:"text"},{text:"Hyland's Alfresco platform",type:"text",marks:[{type:"link",attrs:{href:"solutions/products/alfresco-platform",uuid:"cff60248-003f-4e22-8e43-4e53fe5618a3",anchor:null,target:null,linktype:"story"}}]},{text:" was the only ECM solution that “absolutely met our requirement for cloud-native capabilities.” Other advantages included the platform’s small footprint, REST APIs and CMIS support, strong customer references and an enterprise open-source model that “ensures we’re getting the attention we need as a Fortune 75 company.”",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"“Absolutely a hit” with end users",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Global Specialty has rolled out the Alfresco platform solution to underwriters and claims managers across multiple offices and product lines. The SVP and CIO calls user feedback “extremely positive.” Employees continue to use familiar front-end applications, while Alfresco works in the background — ",type:"text"},{text:"automating everything from document retrieval to records management",type:"text",marks:[{type:"link",attrs:{href:"platform/process-automation",uuid:"aee5670b-ec5a-496b-9554-4cca60946cca",anchor:null,target:null,linktype:"story"}}]},{text:".",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The organization has set up AWS environments in Asia Pacific, Europe and the U.K., so international users can access and share documents more quickly.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“The solution has removed every single one of our performance issues,” the executive said. “Our underwriters and claims staff can focus on business problems and not worry about the technology.”",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"$21 million in savings",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Alfresco Content Services has helped Global Specialty digitize its operations. The payoff is huge. The organization expects to save $21 million over five years, thanks to a massive reduction in paper, printing and document storage costs.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The IT team worked closely with business users to build a solution “in which paper wasn’t part of the process,” the SVP and CIO said.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"A strong focus on user education and faster content access have changed the way people work. With information at their fingertips, users don’t feel compelled to print documents, and the company is shutting down its large file rooms.",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"“A lifesaver” for regulatory compliance",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The SVP and CIO also highlights the benefits of using Alfresco Governance Services to streamline compliance with data privacy and retention regulations worldwide. Global Security can now consistently apply records management policies to a single source of truth hosted in a secure AWS environment.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“As regulations like GDPR and others take effect, this has absolutely been a lifesaver for us,” the executive said.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The SVP and CIO advises companies adopting cloud-based content services to set aside time for internal education and alignment. Her staff had multiple meetings with data privacy and compliance teams to get them comfortable with the idea of having customer data in a production application in the cloud.",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"Deployment in 30 minutes",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Global Specialty has leveraged Alfresco’s cloud-native capabilities to accelerate time to market and maximize the solution’s value enterprise-wide. The organization can deploy a fully functional Alfresco platform environment on AWS in just 30 minutes using infrastructure as code automation and continuous integration and continuous delivery (CI/CD) pipelines.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“It just takes us minutes to build something that might have taken weeks, if not months,” the SVP and CIO said. “And we can reuse the deployment plans we’ve built to create new Alfresco environments in other parts of Global Specialty or across Liberty Mutual as a whole.”",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"300 million documents",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"After a successful three-year partnership, Alfresco became Global Specialty’s ECM vendor of choice. The team will continue to extend Alfresco’s capabilities into other parts of their underwriting and claims management organizations. Longer-term plans include using the Alfresco platform to manage all business records.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Seeing the value Global Specialty has gained from cloud-based ECM, more Liberty Mutual businesses, including U.S. Consumer Markets and Commercial Insurance, have standardized on Alfresco. The SVP and CIO predicted that Liberty Mutual will soon manage 300 million documents in Alfresco on AWS.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“So that should address any questions about whether this is a scalable solution,” the exec said with a smile.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null}}]},heading:"Alfresco platform on Amazon Web Services",children:[{_uid:"cfc1b459-041a-43f0-96ca-31f16caa0c00",buttons:[{_uid:"b8ebb03e-6ac3-48fe-91c2-f495d09535bb",link:{id:"7aecd65b-bb7f-4c61-b70f-33c646835533",url:"",linktype:"story",fieldtype:"multilink",cached_url:"solutions/industries/insurance/"},pill:false,size:"large",label:"Explore Hyland for insurance firms",inverse:false,variant:"secondary",children:[],component:"Link",icon_after:"",icon_before:"",hide_component:false}],component:"ButtonGroup"}],component:"Section",constrain:false,heading_level:"2",heading_accent:false,heading_visual:"",hide_component:false,show_heading_accent:false},{_uid:"13c802a1-75c1-40e6-a0e1-f46a64e1c9fc",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Explore Hyland for insurance firms",type:"text",marks:[{type:"link",attrs:{href:"solutions/industries/insurance/",uuid:"7aecd65b-bb7f-4c61-b70f-33c646835533",anchor:null,linktype:"story"}}]}]}]},component:"Richtext",hide_component:true},{_uid:"93c628b0-831f-406a-b94a-cf112764822b",copy:{type:"doc",content:[{type:"paragraph"}]},ctas:[],test:[],heading:"You might also like:",component:"CardGrid",media_type:"image",page_cards:[{name:"resilience-and-agility-in-insurance",created_at:"2025-11-03T20:47:26.471Z",published_at:"2026-06-04T20:08:21.807Z",updated_at:"2026-06-04T20:09:10.157Z",id:108598257588954,uuid:"e80c7e80-ebed-49b2-91d6-67d6ff961a9a",content:{_uid:"67948d78-5dc3-456d-b9b9-194bc1fc4846",body:[{_uid:"cb12d15c-9eb6-48a2-9a9c-90120e33909c",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Explore the factors that make an organization in the insurance industry resilient and agile.",type:"text"}]}]},ctas:[{_uid:"1901672e-8385-4268-bc55-3a67ac08f225",link:{url:"https://a-us.storyblok.com/f/1023488/13a83010f7/unlocking-business-resilience-and-agility.pdf",linktype:"asset",fieldtype:"multilink",cached_url:"https://a-us.storyblok.com/f/1023488/13a83010f7/unlocking-business-resilience-and-agility.pdf"},pill:false,size:"medium",label:"View the full report",inverse:false,variant:"primary",children:[],component:"Link",icon_after:"",icon_before:""},{_uid:"2eb901b5-db46-4816-a728-27f387b3fc82",label:"Share",variant:"secondary",component:"LinkShare",i18n_share_heading:"Share"}],media:[{lcp:false,_uid:"b0939596-fa15-4338-8f88-3816f0b84d94",image:{id:108547905470193,alt:"Two people discussing an insurance policy while sitting at a desk in a meeting room.",name:"",focus:"",title:"",source:null,filename:"https://s3.amazonaws.com/a-us.storyblok.com/f/1023488/32068b24f4/heroimage_insurance.jpg",copyright:"",fieldtype:"asset",meta_data:{alt:"Two people discussing an insurance policy while sitting at a desk in a meeting room.",title:"",copyright:"",SitecoreGuid:"{C031E88C-D6C7-427F-A677-10A6D34B798A}"},is_external_url:false},sizes:"",filters:"",component:"Image",responsive:true,smart_crop:true,aspect_ratio:"1"}],heading:"Tackling insurance industry challenges with resilience and agility",component:"HeroArticle",i18n_minutes:"minutes",i18n_reading_time:"Reading time",show_publish_date:true,show_reading_time:true},{_uid:"3a4419cd-319e-40be-9f9e-49a7add4b30e",promos:[],content:[],sections:[{_uid:"6923ecbd-2017-4c07-815d-ae86e1ec6a71",heading:"Intro",children:[{_uid:"5c52631b-81c1-4ea2-a56b-eb6985c3e921",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Like any industry, ",type:"text"},{text:"the insurance field",type:"text",marks:[{type:"link",attrs:{href:"solutions/industries/insurance/",uuid:"7aecd65b-bb7f-4c61-b70f-33c646835533",anchor:null,target:null,linktype:"story"}}]},{text:" has faced significant threats in recent years, including data privacy risks, global economic uncertainty, rapid shifts in technology and increasingly severe weather events. The extent to which insurance companies demonstrate resilience and agility is crucial to their survival, their ability to meet policyholder needs and the continued profitability of the industry at large.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Hyland’s 2023 report, “Unlocking Business Resilience and Agility,” reveals that 45% of insurance companies consider themselves strong or very strong — six percentage points below the cross-industry average of 51%. Meanwhile, 37% of insurance companies see themselves as weak or very weak — on par with the average percentage across industries like ",type:"text"},{text:"government",type:"text",marks:[{type:"link",attrs:{href:"solutions/industries/government/",uuid:"45e732a3-d54d-46a5-bf53-dd6e83702841",anchor:null,target:null,linktype:"story"}}]},{text:", ",type:"text"},{text:"education",type:"text",marks:[{type:"link",attrs:{href:"solutions/industries/education",uuid:"d6d88e89-68aa-4d22-9ecc-8b39a4d0e9bf",anchor:null,target:null,linktype:"story"}}]},{text:" and ",type:"text"},{text:"transportation and logistics",type:"text",marks:[{type:"link",attrs:{href:"solutions/industries/other-industries",uuid:"8071e46e-d3fc-424c-809f-a0459d3541e0",anchor:null,target:null,linktype:"story"}}]},{text:". As resilience and agility are vital to an organization’s success, these lower-than-average results are worth examining.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"If an insurance business doesn’t view itself as resilient, what steps can leaders take to strengthen its positioning and better prepare for potential headwinds? Executives should consider what might have influenced these results and how their companies can overcome barriers to resilience and agility to unlock future-proof growth.",type:"text"}]}]},component:"Richtext"}],component:"TableOfContentsSection",heading_level:"2",hide_content_heading:false},{_uid:"096ac1aa-d139-4714-a586-4a6c83c853f8",heading:"Attributes and themes driving business resilience and agility ",children:[{_uid:"db514de8-1c65-4cfc-9d1e-63b846e775c7",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Through our research, we uncovered 10 core attributes highly resilient and agile companies all have:",type:"text"}]},{type:"ordered_list",attrs:{order:1,tight:false},content:[{type:"list_item",content:[{type:"paragraph",content:[{text:"Dedicated people, processes and tools for gathering business intelligence that reveal market opportunities and threats",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Ongoing data analytics on products and services to understand performance and customer usage",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Effective change management processes that ensure new technologies impact the organization in a positive way",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"An understanding of and willingness to follow leadership’s vision for the company",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Voice-of-employee processes and tools that help understand and adapt to employees’ changing needs",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Compliance controls that ensure employees follow policies",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Voice-of-customer processes and tools that reveal customer sentiment on the company and how their needs are evolving",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"A strong ability to learn new capabilities or innovate the business when faced with threats or crises",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"A workforce with sufficient autonomy to act on threats and opportunities without the involvement of executive leadership",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"A clear vision for the future understood by the entire organization",type:"text"}]}]}]},{type:"paragraph",content:[{text:"Compared with other major industries, some attributes are well-leveraged in the insurance sector (over 50% of respondents are actively leveraging these drivers). Of the 10 most impactful drivers, insurance companies leverage six most capably:",type:"text"}]},{type:"bullet_list",attrs:{tight:false},content:[{type:"list_item",content:[{type:"paragraph",content:[{text:"Business intelligence (1)",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Product analytics (2)",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Leadership’s vision followed (4)",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Voice-of-employee processes (5)",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Effective compliance (6)",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Adding new capabilities (8)",type:"text"}]}]}]},{type:"paragraph",content:[{text:"However, insurance companies are also underleveraging other attributes. These three attributes are impactful, but barely leveraged at all:",type:"text"}]},{type:"bullet_list",attrs:{tight:false},content:[{type:"list_item",content:[{type:"paragraph",content:[{text:"Effective change management (3)",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Voice-of-customer processes (7)",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Employee autonomy (9)",type:"text"}]}]}]},{type:"paragraph",content:[{text:"Given that these underleveraged attributes are among the top drivers of business resilience and agility, the analysis suggests that insurance companies invested in sustainable growth and long-term success should prioritize their voice-of-customer processes and tools, employee autonomy and effective change management.",type:"text"}]}]},component:"Richtext"}],component:"TableOfContentsSection",heading_level:"2",heading_override:"Key attributes and themes driving business resilience and agility in insurance",hide_content_heading:false},{_uid:"b13cc57d-52c8-4d83-8205-67c928ff1b9c",heading:"Overcoming these challenges",children:[{_uid:"bb05b167-e83f-40e4-a325-b0ff0f66e014",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"From the 10 attributes previously mentioned, we uncovered four unifying themes necessary to accomplish these objectives:",type:"text"}]},{type:"ordered_list",attrs:{order:1},content:[{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"People",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Leadership",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Technology",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Flexibility",type:"text"}]}]}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"These business resilience and agility themes aren’t just goals that insurance companies should aspire to achieve. They’re indispensable for riding out industry-specific market tremors. Let’s look closer at why a focus on each theme is so fundamental.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"1. People",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"As the insurance industry becomes more tumultuous and competitive, so too does the need to make key investments in staff. Doing so helps organizations retain the people needed to more efficiently and consistently deliver innovative insurance products and services to as many customers as possible.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"As teams analyze their people to rethink approaches to salaries, benefits and organizational processes, they’ll naturally gain insights into employee sentiment around pain points that can help make better decisions on how to make the most of staff and teams. In short, staffing investments in the short term optimize the company’s operational overhead to reinforce the business over time.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"2. Leadership",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Great people at an organization can’t operate at their full potential without a strong leadership team at the helm. After all, without a firm understanding of insurance industry laws and regulations informing a company’s decision-making, companies and their people risk being exposed to legal probes and associated costs that restrict the ability to stay resilient and agile.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Examining the company’s leadership helps uncover efficiency roadblocks like convoluted leadership processes and a lack of expertise in core insurance industry domains. Investments in necessary training and education programs can help leadership teams overcome these obstacles. In doing so, businesses are better positioned to tackle current and emerging insurance industry challenges.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"3. Technology",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"In today’s end-to-end digital landscape, the tools and processes insurers use to do business are constantly evolving. The increased speed at which underwriting and claims are managed with digital tools has made particular waves in the insurance industry. As such, insurers that fail to keep pace with the latest technologies that are driving results with insurance professionals across the industry risk losing customers to companies that do.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Auditing the organization’s internal tech tools can reveal pain points that impact the workforce and the customers they do business with. Organizations can save time and budget by researching the solutions that match the business’ needs and providing ample training and support to staff to swiftly adapt to new digital tools and processes.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"4. Flexibility",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"As a business theme, flexibility is universal; it encompasses not just the three prior themes — people’s needs change, leadership styles shift as necessary and technology constantly evolves — but also everything it means to be a modern business. Without flexibility, organizations are powerless to do anything in the face of today’s challenges and those yet to come. They can’t move forward, so they’re incapable of staying resilient and agile.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Insurance organizations become more flexible by incorporating the aforementioned 10 attributes — and this is only possible by embodying the themes of people, leadership, technology and flexibility. The themes are interconnected with resilience and agility, and as such enabling both requires organizations to consistently deliver on the core value propositions and differentiators that drive business.",type:"text"}]}]},component:"Richtext"}],component:"TableOfContentsSection",heading_level:"2",hide_content_heading:false},{_uid:"6ad68756-33c1-45fa-b35c-99b5ff2d0ab6",heading:"Meet future challenges with resilience and agility",children:[{_uid:"47da16ad-7124-44b0-accf-078515ced29d",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"By making significant and consistent investments in people, leadership, technology and flexibility, insurance organizations will set the stage to continue innovating and delivering value to customers — all while facing economic turbulence head-on.",type:"text"}]}]},component:"Richtext"},{_uid:"35ca91ea-16df-42d7-9d5e-0b4269983d11",heading:"Unlocking business resilience and 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efforts.",type:"text",marks:[{type:"textStyle",attrs:{color:"#FFFFFF"}}]}]}]},ctas:[{_uid:"f0623d84-9a54-44c2-8efd-d5ebacb550bd",link:{id:"7aecd65b-bb7f-4c61-b70f-33c646835533",url:"",linktype:"story",fieldtype:"multilink",cached_url:"solutions/industries/insurance/"},pill:false,size:"medium",label:"Explore Hyland’s insurance solutions",inverse:true,variant:"secondary",children:[],component:"Link",icon_after:"",icon_before:"",hide_component:false}],media:[{alt:"",lcp:false,_uid:"559c6fc1-73f8-4574-a202-651f29efe3e9",link:{id:"",url:"",linktype:"story",fieldtype:"multilink",cached_url:""},role:"",image:{id:108539984816807,alt:"",name:"",focus:"",title:"",source:"",filename:"https://a-us.storyblok.com/f/1023488/870e53cc89/hub-discover-intelligent-automation-hyland.png",copyright:"",fieldtype:"asset",meta_data:{alt:"",title:"",copyright:"",SitecoreGuid:"{7D8718BD-7122-433B-A447-4C66B94C8935}"},is_external_url:false},sizes:"",caption:"",filters:"",component:"Image",responsive:true,smart_crop:true,aspect_ratio:"4 / 3",hide_component:false,flip_horizontal:false}],heading:"Trends in intelligent automation for insurance",variant:"media",component:"HeroDefault",color_theme:"dark",hide_component:false,copy_after_ctas:{type:"doc",content:[{type:"paragraph"}]},heading_uppercase:true},{_uid:"fc832fc3-fde4-4a26-8b0b-f411cd38741e",promos:[],content:[],sections:[{_uid:"d58354f8-3b19-4668-8896-2c1ed4866c88",heading:"What intelligent automation means for insurance",children:[{_uid:"649f5d01-1d00-42bd-929a-4182e140e995",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Insurance organizations all over the globe are accelerating their digital transformation efforts.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"That might be even truer in insurance — an industry that tends to have a longer paper trail, yet relies on quick responses. A recent IDC Analyst Brief commissioned by Hyland and Duck Creek found that 42% of documents and files are unstructured or semi-structured. The global firm also estimates the percentage is “much higher in the insurance sector.”",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"To further complicate things, the file and document formats — from images to audio and video recordings — are growing in number.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"For insurers, capturing and retrieving relevant information often is a job for intelligent automation (IA).",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"What intelligent automation means for insurance",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Intelligent automation — the use of automation technologies and artificial intelligence (AI) that anticipates the needs of users and customers while reducing human touchpoints — can take on many forms. In insurance, an ",type:"text"},{text:"intelligent capture",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/data-capture/what-is-intelligent-capture",uuid:"a38d948f-c77d-4733-9461-7ad2cd115f9b",anchor:null,target:null,linktype:"story"}}]},{text:" and management platform helps with capturing and categorizing documents, and relating these documents and content to each other.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Intelligent automation is a broad term that describes the use of artificial intelligence, machine learning (ML), hyperautomation, document processing and other automation tools to streamline the user experience.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"One of those technologies is ",type:"text"},{text:"robotic process automation (RPA)",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/robotic-process-automation/",uuid:"9a1fbb4d-8719-4c38-95c6-c7a9d4e1e4b8",anchor:null,target:null,linktype:"story"}}]},{text:". In insurance, RPA can automate customer data collection, claims data collection and background checks to produce faster processes with fewer human touchpoints.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"RPA platforms — which readily connect with common legacy systems used by many insurance firms — can also serve as a stepping stone for insurance companies looking to invest in automation technologies.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Download now |",type:"text",marks:[{type:"bold"}]},{text:" ",type:"text"},{text:"Content, automation and AI transformation with Forrester study insights",type:"text",marks:[{type:"link",attrs:{href:"resources/analyst-reports/forrester-content-services-tlp/",uuid:"4b2f30d4-419a-4523-a066-e4b95b8e977c",anchor:null,target:null,linktype:"story"}}]}]}]},component:"Richtext"}],component:"TableOfContentsSection",heading_level:"2",hide_content_heading:false},{_uid:"d9a3614d-3368-4bf0-b805-b109e3db03a3",heading:"The advantages of an integrated and intelligent process automation system",children:[{_uid:"600a8ec0-130c-4cfc-8e79-8fdbacecac6a",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Artificial intelligence (AI) and machine learning configure and identify data and document patterns.",type:"text"}]},{type:"paragraph",content:[{text:"Information is indexed, and key information is extracted. A crucial step — one that, IDC notes, many insurers haven’t made — is an integrated and intelligent process automation system.",type:"text"}]},{type:"paragraph",content:[{text:"“Integrating document processing with insurance solutions provides a marriage between process activities and the documents they consume and produce at each step in the process,” IDC said in its report. “Processes are more intelligent, and hence, activities and decisioning are more automated.”",type:"text"}]},{type:"paragraph",content:[{text:"The firm’s research shows that 80% of insurers have manual interruptions for more than 40% of their claims cases. The reason: ",type:"text"},{text:"Document management",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/document-management/",uuid:"b16015c4-3a93-4073-94da-a21e4b4fa8af",anchor:null,linktype:"story"}}]},{text:" workflows that aren’t integrated with insurers’ core business solutions.",type:"text"}]},{type:"paragraph",content:[{text:"An integrated approach, on the other hand, reduces claims processing times by an estimated 20–35%. That seamless exchange of data among technology solutions results in faster payments to customers — which is as effective of a customer service tool as any.",type:"text"}]},{type:"paragraph",content:[{text:"Learn more | ",type:"text",marks:[{type:"bold"}]},{text:"Business process management",type:"text",marks:[{type:"bold"},{type:"link",attrs:{href:"resources/terminology/business-process-management/",uuid:"4712a554-849c-4028-a12f-963321433868",anchor:null,linktype:"story"}}]}]}]},component:"Richtext"}],component:"TableOfContentsSection",heading_level:"2",hide_content_heading:false},{_uid:"57cbf655-1bf6-4f64-815e-b3f43c6fa1f7",heading:"Key benefits of intelligent automation",children:[{_uid:"5799a557-c5bf-442e-85fa-d7e6766ccd26",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Intelligent automation can generate significant changes for insurers. Some of the most crucial are:",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"Increased efficiency",type:"text"}]},{type:"paragraph",content:[{text:"Intelligent automation powered by technologies like machine learning, RPA and capture automates manual tasks and improves decision-making and productivity. This leads to faster claims processing and payment approvals.",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"Empowered workers",type:"text"}]},{type:"paragraph",content:[{text:"Freeing employees from repetitive, manual tasks creates opportunities for them to focus on more meaningful work. Staff can focus their time and energy on projects and initiatives that further the organization’s goals.",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"Enhanced security and fraud protection",type:"text"}]},{type:"paragraph",content:[{text:"Workflow",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/workflow/",uuid:"3bc5e593-820d-4628-ae01-730fb46a25ed",anchor:null,linktype:"story"}}]},{text:" and system integration tools automate how information flows through an organization. Human touch points are reduced, and sensitive information is more secure.",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"Improved compliance and audits",type:"text"}]},{type:"paragraph",content:[{text:"Automating records and retention management reduces the risk of human error. Staff can monitor and locate sensitive information as it enters the system, and apply the appropriate action to remain compliant.",type:"text"}]}]},component:"Richtext"},{_uid:"3321d188-72c9-4059-b95d-ce3f3ca9c945",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Delaying automation initiatives that enable remote working, reduce tedium, and improve customer and employee experiences alike brings the risk that an organization will stagnate.",type:"text"}]}]},ctas:[],variant:"grey",component:"Quote",attribution:" Alan Pelz-Sharpe, A practical guide to intelligent automation",hide_component:false,attribution_link:{id:"",url:"",linktype:"story",fieldtype:"multilink",cached_url:""}}],component:"TableOfContentsSection",heading_level:"2",hide_content_heading:false},{_uid:"198dbfc5-76ef-4a46-90ca-d69fac23e366",heading:"Use cases for intelligent automation in insurance",children:[{_uid:"66f5dd3e-2f45-4968-b02a-85fb60cea397",copy:{type:"doc",content:[{type:"heading",attrs:{level:3},content:[{text:"Automated underwriting",type:"text"}]},{type:"paragraph",content:[{text:"Underwriting, once a manual and paper-intensive process, is being transformed by business processing solutions. Insurers are using ",type:"text"},{text:"content services",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/content-services",uuid:"cdb35882-3693-45c5-94d2-e05a1666f197",anchor:null,linktype:"story"}}]},{text:" platforms embedded with intelligence capabilities to automate age requirements, detect signatures and perform important compliance tasks.",type:"text"}]},{type:"paragraph",content:[{text:"A recent Deloitte insurance outlook cited greater use of automation, alternative data and AI as the top three changes insurers need to make in the underwriting process. The switch to ",type:"text"},{text:"intelligent automation",type:"text",marks:[{type:"link",attrs:{href:"resources/articles/automated-intelligence-vs-artificial-intelligence",uuid:"29790355-7ca8-43bd-8f23-8d699bb4fcff",anchor:null,linktype:"story"}}]},{text:" in underwriting is in the early stages for many insurers, the global firm says.",type:"text"}]},{type:"paragraph",content:[{text:"Insurers that have made the switch, however, are realizing huge gains.",type:"text"}]},{type:"paragraph",content:[{text:"Deloitte’s research mentions a company that approved 96% of its policies through automated underwriting. Doing so reduced the company’s average turnaround time from 3.8 days to 10 minutes.",type:"text"}]},{type:"paragraph",content:[{text:"“The question is whether most insurers will invest enough to make this vision a reality, at least in the short term,” Deloitte’s outlook says.",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"Claims management",type:"text"}]},{type:"paragraph",content:[{text:"For many insurers, the claims management process — from when a claim is first submitted all the way to payment — can be disjointed and slowed by paper documents and manual steps. An innovative content management platform driven by intelligent automation connects each step and reduces the time and money spent on repetitive work.",type:"text"}]},{type:"paragraph",content:[{text:"When a claim enters the system, the information is immediately captured and stored on a secure, centralized electronic repository. One of the best parts: The information is readily available on the day-to-day platforms that employees use.",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"Compliance",type:"text"}]},{type:"paragraph",content:[{text:"The number of regulations that insurers have to keep up with can be overwhelming, especially if done manually.",type:"text"}]},{type:"paragraph",content:[{text:"An enterprise content management platform can help insurers stay compliant by aligning people, processes and technology. Leveraging intelligent automation tools makes such processes as validating policies, creating defensible audit trails and generating regulatory reports more efficient and less prone to errors.",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"Policy management",type:"text"}]},{type:"paragraph",content:[{text:"Intelligent automation can be a driver for ",type:"text"},{text:"digital transformation",type:"text",marks:[{type:"link",attrs:{href:"resources/articles/digital-transformation",uuid:"497e7256-62a5-4e5a-8438-fb4bca1d173a",anchor:null,linktype:"story"}}]},{text:" in insurance, as well as for organizational change. Insurers can automate the entire policy management process — from creation to communication, management and maintenance.",type:"text"}]},{type:"paragraph",content:[{text:"Insurers that leverage the right technology to solve challenges are able to address such new opportunities as capturing unmet customer needs and expanding core offerings.",type:"text"}]}]},component:"Richtext"}],component:"TableOfContentsSection",heading_level:"2",hide_content_heading:false},{_uid:"1e6714f1-b8a6-48d6-979e-9565361aa7ba",heading:"Case study: Intelligent automation at work for insurance companies",children:[{_uid:"4af0b6b5-cbbf-4fe7-83de-6737870df1a2",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"More intelligent, more efficient and better for the customer — sounds great, right?",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"These claims aren’t too good to be true. Here’s a case study that leverages automated intelligence.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"RPA eliminates lag time and engineers major savings for FDLIC",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The setup:",type:"text",marks:[{type:"bold"}]}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Funeral Directors Life Insurance Company had eight staffers who were responsible for settling more than 2,000 contracts each week. As claims picked up and new business accelerated, employees were staying past close to process contracts and reduce lag time.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Already users of OnBase, a Hyland content services platform, all it took the FDLIC team was a “Hack Week” and Hyland’s robotic process automation (RPA) solution to automate new business processing. During its five days of innovation and fun, FDLIC figured out how the Hyland RPA and OnBase integration could improve its processes.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The result:",type:"text",marks:[{type:"bold"}]}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Within a few weeks, FDLIC added five bots that were integrated with Hyland’s platform to automatically surface information and settle new business contracts.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"A month later, the company had an ",type:"text"},{text:"88% return on its bot investment",type:"text",marks:[{type:"bold"}]},{text:" and a total elimination of lag time in line-of-business processing.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The bots allow the company’s workers to focus on building relationships with customers and producing quicker, more accurate outcomes.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Implementing RPA meant FDLIC’s claims department began to save about seven minutes and $4.36 per claim. Also significant: The insurer saved 20,000 hours in manual processes and its claims volume increased by more than $15 million over a two-year period.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Why top performers are turning to AI and machine learning",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Interest in AI and machine learning is as prevalent as an insurance spot during a football game. But effectively and intelligently capturing critical business information is as important to an insurer as a star quarterback is to an NFL team.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Organizations, AIIM says, can no longer “afford the luxury of manually identifying and categorizing incoming information.” AIIM’s report on intelligent capture, which includes a significant number of responses from insurers, recommends that organizations view AI and machine learning in two contexts.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The first is traditional: how the tools are being used and could be used to improve efficiency and gain insight.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The second is more complex: how the tools can be used to make information more understandable by the machines.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The latter, AIIM says, is “done by adding context to unstructured information — i.e., content.”",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Top-performing companies, the association found, are pushing the envelope on AI and machine learning much more aggressively than average organizations. AIIM says the difference in the percentage of large-scale implementations of intelligent capture technologies between top performers and average organizations is “at least” 20 percentage points.",type:"text"}]}]},component:"Richtext"},{_uid:"a87f3dea-3e52-4b5b-8e79-732c4f8b6225",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"In this Hyland-commissioned study by Forrester Consulting, Forrester found that more than 45% of organizations already use AI agents and another 25% are piloting them. Although adoption is accelerating, most organizations struggle to scale beyond early use cases due to a lack of enterprise context.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Forrester provides key recommendations for how to get AI agents right, as well as detailed data on enterprise trends around agent use. Download this report to learn more about how organizations are looking to AI agents to optimize workflows, make smarter decisions and create more personalized experiences.",type:"text"}]}]},ctas:[{_uid:"17fe1a08-542d-45d3-981d-4faa137b2efd",link:{id:"5cc3ea22-55b6-407e-92d5-c697971b43f0",url:"",linktype:"story",fieldtype:"multilink",cached_url:"resources/analyst-reports/forrester-ai-agents"},pill:false,size:"medium",label:"Download the report",inverse:false,variant:"secondary",children:[],component:"Link",background:"light",icon_after:"",icon_before:""}],site:"",media:[{lcp:false,_uid:"dd61021e-6637-4161-aeb5-f380c8ec8f60",image:{id:150476530351748,alt:"Abstract buildings",name:"",focus:"",title:"",source:"",filename:"https://a-us.storyblok.com/f/1023488/7600x3920/15ba921aa9/adobestock_877674946.jpeg",copyright:"",fieldtype:"asset",meta_data:{alt:"Abstract buildings",title:"",source:"",copyright:""},is_external_url:false},sizes:"",filters:"",component:"Image",responsive:true,smart_crop:true,aspect_ratio:"1"}],heading:"Forrester study: Unlocking the full potential of AI agents",component:"SectionCallout",background:"grey",subheading:"Enterprise-wide AI agent adoption is accelerating",heading_level:"2",subheading_level:"3"}],component:"TableOfContentsSection",heading_level:"2",hide_content_heading:false},{_uid:"b9075a07-8af1-4ca0-b82b-6825d5712b23",heading:"How intelligent automation benefits insurers",children:[{_uid:"5d6b3b3b-2eb1-4e84-992a-2c61a11e4b35",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"What’s your first thought when you read or hear about intelligent automation in insurance? Does it have to do with human workers being replaced by bots?",type:"text"}]},{type:"paragraph",content:[{text:"The reality is intelligent automation empowers employees to focus on high-value tasks, which leads to increased job satisfaction and an improved customer experience.",type:"text"}]},{type:"paragraph",content:[{text:"Research has shown that intelligent automation can:",type:"text"}]},{type:"bullet_list",attrs:{tight:false},content:[{type:"list_item",content:[{type:"paragraph",content:[{text:"Save insurers thousands of hours in manual processing each year",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Increase accuracy by at least 80%",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Speed up service delivery time by as much as 80%",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Help insurers achieve 100% regulatory compliance",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Produce a 100% ROI within a year, with more gains to follow",type:"text"}]}]}]},{type:"paragraph",content:[{text:"Insurance workers today are focusing on emerging technologies, while gaining new skills and responsibilities. They are, in fact, more valuable than ever.",type:"text"}]}]},component:"Richtext"}],component:"TableOfContentsSection",heading_level:"2",hide_content_heading:false},{_uid:"22c89c3b-c630-42b4-8094-db913dbb5bec",heading:"How to onboard intelligent automation",children:[{_uid:"61e3da8e-fc74-43d5-ac7b-91d4d978b2f7",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"You’ve seen — or read about — the benefits and results IA can produce. 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From the outset, the goal was to build a less paper-intensive business.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"\"We wanted to create global productivity teams that could collaborate and leverage our scale in a digital manner,\" said Global Specialty's senior vice president and CIO.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"At the time, the organization had some tactical ",type:"text"},{text:"document management",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/document-management/",uuid:"b16015c4-3a93-4073-94da-a21e4b4fa8af",anchor:null,target:null,linktype:"story"}}]},{text:" systems in place, but they were siloed and based on slow, outdated technology. What's more, files were stored in U.S. data centers, which further delayed content access by a globally dispersed user base.",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"Content management in the cloud",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The SVP and CIO's vision was to deliver a modern, cloud-based solution that would enable paperless operations around the world.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"\"Our objective was to deliver global document management capabilities that would be effective locally, whether users were in Asia Pacific, Europe, North America or Latin America,\" the executive said.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The team also viewed the initiative as an opportunity to ",type:"text"},{text:"simplify regulatory compliance",type:"text",marks:[{type:"link",attrs:{href:"platform/governance",uuid:"ea95af85-4155-406b-8b1a-9c02a2f4ed43",anchor:null,target:null,linktype:"story"}}]},{text:" and accelerate solution delivery with automated build and deployment.",type:"text"}]}]},heading:"Liberty Mutual ensures paperless future with Alfresco Content Services on AWS",children:[],component:"Section",constrain:false,heading_level:"2",heading_accent:false,hide_component:false,show_heading_accent:false},{_uid:"fec59dce-a508-4b70-b518-b4dc16ec546b",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Alfresco platform was the only ECM solution that absolutely met our requirement for cloud-native capabilities.",type:"text"}]}]},variant:"gradient-dark",component:"Quote",attribution:"Senior vice president and CIO, Global Specialty",hide_component:false},{_uid:"f77816c2-eaf4-4f4a-adac-78148e8dcc1d",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Global Specialty went live with Alfresco Content Services and Alfresco Governance Services running on Amazon Web Services (AWS). The solution provides electronic file and ",type:"text"},{text:"records management",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/records-management/",uuid:"b8800f1a-7419-4fc0-90ba-c612d4be6549",anchor:null,target:null,linktype:"story"}}]},{text:" capabilities that integrate seamlessly with the company’s core insurance applications.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"According to the SVP and CIO, ",type:"text"},{text:"Hyland's Alfresco platform",type:"text",marks:[{type:"link",attrs:{href:"solutions/products/alfresco-platform",uuid:"cff60248-003f-4e22-8e43-4e53fe5618a3",anchor:null,target:null,linktype:"story"}}]},{text:" was the only ECM solution that “absolutely met our requirement for cloud-native capabilities.” Other advantages included the platform’s small footprint, REST APIs and CMIS support, strong customer references and an enterprise open-source model that “ensures we’re getting the attention we need as a Fortune 75 company.”",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"“Absolutely a hit” with end users",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Global Specialty has rolled out the Alfresco platform solution to underwriters and claims managers across multiple offices and product lines. The SVP and CIO calls user feedback “extremely positive.” Employees continue to use familiar front-end applications, while Alfresco works in the background — ",type:"text"},{text:"automating everything from document retrieval to records management",type:"text",marks:[{type:"link",attrs:{href:"platform/process-automation",uuid:"aee5670b-ec5a-496b-9554-4cca60946cca",anchor:null,target:null,linktype:"story"}}]},{text:".",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The organization has set up AWS environments in Asia Pacific, Europe and the U.K., so international users can access and share documents more quickly.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“The solution has removed every single one of our performance issues,” the executive said. “Our underwriters and claims staff can focus on business problems and not worry about the technology.”",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"$21 million in savings",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Alfresco Content Services has helped Global Specialty digitize its operations. 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With information at their fingertips, users don’t feel compelled to print documents, and the company is shutting down its large file rooms.",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"“A lifesaver” for regulatory compliance",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The SVP and CIO also highlights the benefits of using Alfresco Governance Services to streamline compliance with data privacy and retention regulations worldwide. Global Security can now consistently apply records management policies to a single source of truth hosted in a secure AWS environment.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“As regulations like GDPR and others take effect, this has absolutely been a lifesaver for us,” the executive said.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The SVP and CIO advises companies adopting cloud-based content services to set aside time for internal education and alignment. Her staff had multiple meetings with data privacy and compliance teams to get them comfortable with the idea of having customer data in a production application in the cloud.",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"Deployment in 30 minutes",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Global Specialty has leveraged Alfresco’s cloud-native capabilities to accelerate time to market and maximize the solution’s value enterprise-wide. The organization can deploy a fully functional Alfresco platform environment on AWS in just 30 minutes using infrastructure as code automation and continuous integration and continuous delivery (CI/CD) pipelines.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“It just takes us minutes to build something that might have taken weeks, if not months,” the SVP and CIO said. “And we can reuse the deployment plans we’ve built to create new Alfresco environments in other parts of Global Specialty or across Liberty Mutual as a whole.”",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"300 million documents",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"After a successful three-year partnership, Alfresco became Global Specialty’s ECM vendor of choice. The team will continue to extend Alfresco’s capabilities into other parts of their underwriting and claims management organizations. 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The diverse solutions have helped the investment bank increase operational efficiency, tighten internal controls, and strengthen regulatory compliance.",type:"text"}]},{type:"heading",attrs:{level:2},content:[{text:"Better together: Process and content",type:"text"}]},{type:"paragraph",content:[{text:"One of the first use cases for the Alfresco Digital Business Platform was to facilitate the process-intensive workflows required to comply with tax-related regulations following a trade.",type:"text"}]},{type:"paragraph",content:[{text:"Alfresco platform fit the bill as a next-generation platform that combines process automation with ",type:"text"},{text:"rich document management capabilities",type:"text",marks:[{type:"link",attrs:{href:"platform/content-management",uuid:"4eed77da-a10e-4bc1-95fd-a5648e55683c",anchor:null,linktype:"story"}}]},{text:". “The business needs to understand the details behind a document, not just the fact that we have the document,” Williams explains. “That’s where the Alfresco platform came into the forefront.”",type:"text"}]}]},component:"Richtext"},{_uid:"83098272-2c6a-4850-84a9-7bf091029d8a",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"We can meet the business requirements, have a faster turnaround and can easily take on new challenges because we know we’ve got Alfresco platform backing us up.",type:"text"}]}]},variant:"gradient-dark",component:"Quote",attribution:"Ruchi Saraswat, Director, Global Head of Tax Operations",hide_component:false},{_uid:"7f1f6283-9e8e-46a6-986e-8e9b601b9c4d",copy:{type:"doc",content:[{type:"heading",attrs:{level:4},content:[{text:"We can meet the business requirements, have a faster turnaround and can easily take on new challenges because we know we’ve got Alfresco platform backing us up.",type:"text"}]},{type:"paragraph",content:[{text:"— Ruchi Saraswat, Director, Global Head of Tax Operations",type:"text"}]}]},component:"Richtext",hide_component:true},{_uid:"2944ed1b-09c7-4894-a75f-bc9c477cb1db",copy:{type:"doc",content:[{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"Flexible and future-proof",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"RBC Capital Markets has since addressed a variety of business needs with applications that integrate Alfresco Content Services and Alfresco Process Services (powered by Activiti). The investment bank has developed solutions to confirm equity trades, maintain job mandates, control market data requests, allocate payments for research services, and manage and track responses to ",type:"text"},{text:"regulatory audits",type:"text",marks:[{type:"link",attrs:{href:"platform/governance",uuid:"ea95af85-4155-406b-8b1a-9c02a2f4ed43",anchor:null,target:null,linktype:"story"}}]},{text:".",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The breadth of these use cases underscores the versatility of the Alfresco platform, which RBC Capital Markets is taking full advantage of. “A lot of the platforms we are moving away from are very difficult to maintain and keep evolving,” Williams declares. “What we’ve enjoyed, and have really been able to expand on, is the flexibility of the Alfresco platform and how we can make it work with our various requirements.”",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"Rapid time to value",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Another benefit of the Alfresco platform at RBC Capital Markets has been the ability to keep pace with the needs of a rapidly growing business. “We can meet the business requirements and have a faster turnaround,” says Ruchi Saraswat, Director, Global Head of Tax Operations. She also credits Hyland's Customer Success team with helping RBC Capital Markets get up to speed quickly. “We can easily take on new challenges because we know we’ve got Alfresco backing us up.”",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"RBC Capital Markets leverages the Alfresco Application Development Framework (ADF) to accelerate solution onboarding. ADF allows IT to ",type:"text"},{text:"develop applications rapidly and iteratively",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/what-is-rapid-application-development-rad-platform",uuid:"91c29352-c732-4039-af98-16b4a46955c6",anchor:null,target:null,linktype:"story"}}]},{text:" using reusable pre or custom-built components. “It’s like LEGO® pieces, where we build all the modules and put them together,” Saraswat explains. “Reusable components really help the team a lot.”",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The open, cloud-native Alfresco platform is also well-suited to modern DevOps practices. RBC Capital Markets has established a CI/CD process for Alfresco platform-based applications that uses popular tools like Docker, Kubernetes, Helm, Maven, Jenkins, and Git.",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"Consolidation enables commonality",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"RBC Capital Markets runs bespoke solutions within the Tax and Confirmation space. By consolidating applications on the Alfresco platform, Williams’s team is driving an internal alignment that benefits developers and business partners alike. “We have a common platform with a common workflow and a common look and feel,” says Williams. “It’s very, very important.”",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Saraswat agrees. She says the user-friendly solutions have been well received by the business and that consistency—the same screens, the same experiences — “gives users operational efficiency.” Alfresco platform’s seamless integration with email, reporting, and core banking systems further streamlines workflows.",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"Demand everywhere",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Positive outcomes with the Alfresco platform have generated significant interest and several applications outside Tax and Confirmation. After integrating Alfresco Content Services with a Know Your Client (KYC) solution for new accounts, Saraswat says “a lot of teams reached out to us to understand how the document repository works.” A new requirement on the equity trading floor resulted in an application to manage risk limits, and Human Resources is expanding their use of the Alfresco platform to ",type:"text"},{text:"manage employee onboarding",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/human-resources/",uuid:"21dc29b7-d47e-4876-9acb-75529f0d875d",anchor:null,target:null,linktype:"story"}}]},{text:".",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“As we showcase the flexibility and usability of Alfresco, we are getting demand everywhere,” says Williams, who believes there are a multitude of ways to leverage the platform across RBC.",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"Capacity for growth",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Now that RBC Capital Markets has standardized on the Alfresco Digital Business Platform, the investment bank can quickly spin up applications to overcome a wide range of business challenges. The solutions are more ",type:"text"},{text:"stable, scalable, and supportable",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/content-services",uuid:"cdb35882-3693-45c5-94d2-e05a1666f197",anchor:null,target:null,linktype:"story"}}]},{text:" than those built on legacy platforms.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"In 2018, RBC Capital Markets expanded its Alfresco license capacity to accommodate future growth. 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Cisco is also known for its world-class sales teams, and the company continuously seeks ways to improve sales and service effectiveness. With the technology industry undergoing rapid change, Cisco recognizes that they must enable their sales and partner teams to educate, excite and support customers faster and better than ever before.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Cisco commissioned a study and found their sales and partner teams spend, on average, 15% to 20% of their time — or millions of hours annually — ",type:"text"},{text:"searching for the right information",type:"text",marks:[{type:"link",attrs:{href:"resources/terminology/enterprise-search",uuid:"62963848-c1ba-4299-bc0f-65154aeafced",anchor:null,target:null,linktype:"story"}}]},{text:" to support valuable customer conversations. For example, Cisco’s 6,000 sales engineers struggled to find accurate, up-to-date information on product roadmaps, feature comparisons and competitive data. Content was spread across more than 20 different locations, resulting in content chaos. Cisco estimates this community alone cost the company over $375 million a year in lost productivity from navigating the content chaos.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"To solve these challenges, Cisco turned to ",type:"text"},{text:"Hyland Alfresco",type:"text",marks:[{type:"link",attrs:{href:"solutions/products/alfresco-platform",uuid:"cff60248-003f-4e22-8e43-4e53fe5618a3",anchor:null,target:null,linktype:"story"}}]},{text:". According to Jeff McKittrick, Cisco's director of sales enablement, “Cisco IT brought us together with Alfresco to show us how we can move with speed, be flexible and bring in all our different types of content to deliver an awesome experience for our sales teams.”",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"SalesConnect: 87,000+ users, 26 languages, 151 countries",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"SalesConnect is Cisco’s new centralized sales content and training platform, and since its launch, SalesConnect has grown to be Cisco’s fastest adopted platform in sales.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“SalesConnect helps us mobilize our sales team and our partners to focus on selling new products very quickly,\" Cisco CEO Chuck Robbins said. \"They can find what they need, spend more time with our customers and help build comprehensive solutions our customers are looking for from us.”",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Added Melinda Cox, Cisco's vice president of global acceleration, “We are so excited about the momentum with SalesConnect. We have over 87,000 users, half being within Cisco, half externally to our partners. There are so many benefits to this platform. It’s scalable, it’s flexible. We can now bring all this collateral and training into one place, in over 26 languages and 151 countries.”",type:"text"}]},{type:"heading",attrs:{level:2,textAlign:null},content:[{text:"Alfresco at heart of SalesConnect",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Cisco needed to design, develop and deploy SalesConnect in only six weeks.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“We were able to hit the aggressive timeline mainly because Alfresco is open-source,\" said Robbins. \"Because we had the ability to look at the source code and see what’s going on, we could deliver the platform we were looking for in just six weeks.”",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Alfresco also met Cisco’s needs in the areas of performance, ease of use, security and compliance, and feature scalability.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“SalesConnect would not be possible without our partnership with Alfresco,\" Robbins said. \"In the digital world, no one company can go it alone. We need to move fast with strong partnerships. And Alfresco enabled us to build this transformative, scalable, open, easy-to-use platform and we did it very quickly.”",type:"text"}]}]},component:"Richtext"},{_uid:"8e7671c8-ee90-410f-91d0-e42f9995853c",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"SalesConnect would not be possible without our partnership with Alfresco. In the digital world, no one company can go it alone. We need to move fast with strong partnerships. 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According to a user, “I love not having to search and get a gazillion results.”",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"From Cisco sales to marketing library to valuable IP",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Cisco has evolved SalesConnect based on learning and feedback. Now it is “the place” to launch new campaigns and get sales focused around new promotions and ways to excite their customers.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The success is spreading to other Cisco departments. Marketing teams around the globe are now managing all marketing content with the Alfresco in a marketing library. This solution took less than three months to implement.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Cisco also plans to leverage Alfresco’s content and process capabilities to manage all valuable business documents, including contracts, engineering documents and ",type:"text"},{text:"other sensitive information",type:"text",marks:[{type:"link",attrs:{href:"platform/governance",uuid:"ea95af85-4155-406b-8b1a-9c02a2f4ed43",anchor:null,target:null,linktype:"story"}}]},{text:" — across the entire organization. In addition, Cisco is looking at Alfresco to help streamline and integrate business processes such as customer service requests.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Disclaimer: Client titles reflect roles at the time of the engagement.",type:"text",marks:[{type:"italic"}]}]}]},heading:"Rapid access to relevant information to better serve customers",children:[{_uid:"0f3f4944-cdb7-4712-ab18-bddcc3da718b",buttons:[{_uid:"8e063208-9641-450c-b51a-96ac617eef50",link:{id:"cff60248-003f-4e22-8e43-4e53fe5618a3",url:"",linktype:"story",fieldtype:"multilink",cached_url:"solutions/products/alfresco-platform"},pill:false,size:"medium",label:"Explore Hyland's Alfresco platform",inverse:false,variant:"secondary",children:[],component:"Link",icon_after:"",icon_before:"",hide_component:false}],component:"ButtonGroup"}],component:"Section",constrain:false,heading_level:"2",heading_accent:true,hide_component:false,show_heading_accent:false},{_uid:"ce75b99f-8c47-43e6-92fe-0140c7f81d6e",copy:{type:"doc",content:[{type:"paragraph"}]},heading:"",children:[{_uid:"cc7dc713-3a62-4f18-bb11-87f6b1773c92",buttons:[{_uid:"96ed4ca7-c348-4c6a-b394-bf425237ebc1",link:{id:"cff60248-003f-4e22-8e43-4e53fe5618a3",url:"",linktype:"story",fieldtype:"multilink",cached_url:"solutions/products/alfresco-platform"},pill:false,size:"large",label:"",inverse:false,variant:"secondary",children:[],component:"Link",icon_after:"",icon_before:"",hide_component:false}],component:"ButtonGroup"}],component:"Section",constrain:false,heading_level:"2",heading_accent:true,hide_component:true,show_heading_accent:true},{_uid:"098741db-cb68-4c0a-90bb-c599f26f1d16",copy:{type:"doc",content:[{type:"paragraph"}]},ctas:[],cards:[{name:"modernization-case-studies",created_at:"2025-11-03T20:55:46.873Z",published_at:"2026-06-04T20:08:21.807Z",updated_at:"2026-06-25T10:00:50.656Z",id:108600307240660,uuid:"f22d10d4-f386-47b8-8485-c1c989ed0e10",content:{_uid:"dbfbfbf5-a9f1-41df-867b-94ce73cc68fc",body:[{_uid:"1bda9ac1-162d-4796-84f5-b05109c759b5",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Discover how five companies from across the industry spectrum used Hyland’s ECM solutions to replace legacy systems, transform their content management capabilities and drive new levels of efficiency, innovation and scalability.",type:"text"}]}]},ctas:[{_uid:"af5ba78f-894c-477f-b37d-fc62dfbe837f",link:{id:"2f4a0d95-bb5a-4bd4-8881-d70cbd73291e",url:"",linktype:"story",fieldtype:"multilink",cached_url:"demos/request-demo"},pill:false,size:"medium",label:"Demo Hyland’s platform",inverse:true,variant:"primary",children:[],component:"Link",background:"light",icon_after:"",icon_before:""},{_uid:"c6df8523-6c5c-4201-8296-f2769431269f",link:{id:"7051560a-14c1-443b-a0c3-a9677ff68c79",url:"",linktype:"story",fieldtype:"multilink",cached_url:"resources/articles/switching-to-hyland"},pill:false,size:"medium",label:"Switching to Hyland? Start here.",inverse:true,variant:"secondary",children:[],component:"Link",background:"light",icon_after:"",icon_before:""}],media:[{lcp:false,_uid:"69ac707f-fef6-4ba8-93d1-aa2401487eb7",image:{id:108554632017036,alt:"modernization-case-studies",name:"",focus:"",title:"",source:null,filename:"https://s3.amazonaws.com/a-us.storyblok.com/f/1023488/ac5d64c3d9/modernization-case-studies.jpeg",copyright:"",fieldtype:"asset",meta_data:{alt:"modernization-case-studies",title:"",copyright:"",SitecoreGuid:"{C72038B1-F283-45B4-B4A0-E9FD3148EDD4}"},is_external_url:false},sizes:"",filters:"",component:"Image",responsive:true,smart_crop:true,aspect_ratio:"auto"}],heading:"From legacy to leading-edge: Reimagine ECM with Hyland",variant:"slash",component:"HeroDefault",color_theme:"dark",hide_component:false,copy_after_ctas:{type:"doc",content:[{type:"paragraph"}]},heading_uppercase:false,heading_upperacase:false},{_uid:"53b86728-42a2-40f9-a0db-703884bc3141",promos:[],content:[],sections:[{_uid:"05b4212c-1fc6-4493-9de0-d19d641777fd",heading:"Summary",children:[{_uid:"b30d1be6-72df-403e-a4c7-cc480ec036d5",copy:{type:"doc",content:[{type:"bullet_list",attrs:{tight:false},content:[{type:"list_item",content:[{type:"paragraph",content:[{text:"The story:",type:"text",marks:[{type:"bold"}]},{text:" Hyland customers replace their legacy ECM systems and modernize their content management capabilities with Hyland tools, streamlining processes and boosting efficiency with our scalable solutions.",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"The value:",type:"text",marks:[{type:"bold"}]},{text:" Open the door to managing content in new and powerful ways; seamlessly integrate secure, scalable solutions with your existing systems to effectively manage critical business information.",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"The benefits:",type:"text",marks:[{type:"bold"}]},{text:" Drive productivity and innovation opportunities, reduce operational risks and stay ahead in a competitive landscape with forward-thinking technology.",type:"text"}]}]}]},{type:"paragraph",content:[{text:"Efficient, innovation-ready content management is essential for organizations striving to stay competitive and agile in today's business landscape. The ground is shifting in the ECM market, and companies have an advantage when they're partnered with a provider like Hyland that can offer unified content, process and application intelligence solutions in a cloud-native environment.",type:"text"}]},{type:"paragraph",content:[{text:"Let's take a look at modernization in action: Here's how five Hyland customers used our suite of content management tools to make forward progress.",type:"text"}]},{type:"heading",attrs:{level:2},content:[{text:"5 real-world modernization success stories from Hyland customers",type:"text"}]},{type:"paragraph",content:[{text:"Hyland's customer-generated success isn’t just theoretical; our solutions drive measurable, transformational outcomes for a broad range of customers. Below, we explore five case studies of Hyland customers that captured immense business value by modernizing their ECM strategies.",type:"text"}]}]},component:"Richtext"}],component:"TableOfContentsSection",heading_level:"2",heading_visual:"",hide_content_heading:false},{_uid:"096ed36c-db11-42ce-9d77-c83b17dd3f0b",heading:"The FAA",children:[{_uid:"7dbb79c5-63c8-44da-929d-01b9372b171c",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"The FAA faced growing challenges managing disparate repositories and responding to document management requests across its enterprise. 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This chaos of unstructured data — which constitutes 80-90% of all enterprise information — is scattered across disconnected systems, holding organizations back from fully informed decisions and true innovation. ",type:"text"},{text:"Gartner",type:"text",marks:[{type:"link",attrs:{href:"https://www.gartner.com/en/newsroom/press-releases/2023-05-10-gartner-survey-reveals-47-percent-of-digital-workers-struggle-to-find-the-information-needed-to-effectively-perform-their-jobs",uuid:null,anchor:null,target:"_self",linktype:"url"}}]},{text:" found 47% of workers struggle to find information or data needed to effectively do their job, and 32% self-reported they’d made a wrong decision due to lack of awareness. 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This disorganization means that employees waste time chasing down the information they need to do their jobs, leading to slow decision-making, increased compliance risks and squandered resources.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"> Learn more | ",type:"text",marks:[{type:"bold"}]},{text:"Navigating the pros and cons of unstructured data",type:"text",marks:[{type:"link",attrs:{href:"/resources/articles/pros-cons-unstructured-data",uuid:"56657c78-9411-41af-b93a-79f5ed454a8e",anchor:null,target:"_self",linktype:"story"}},{type:"bold"}]}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Most gen AI systems aren’t learning",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"One core barrier to integrated AI pilots failing is that most gen AI systems aren’t retaining feedback, adapting to context or improving over time. The challenge is compounded by the classic build-vs.-buy argument. Whether due to costs or other objections to working with vendors, many enterprises elect to craft their own solutions — a daunting task in the face of the new and ever-evolving world of effective AI. MIT found that external partnerships were twice as likely to capture success over internal builds. Together, the lack of meaningful impact in the AI pilot leads to lower adoption, largely based on technology that wasn’t able to deliver on the full promise of gen AI.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Legacy systems don’t meet modern AI demands",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Fragmentation also creates a significant roadblock for AI adoption. Legacy systems and siloed content repositories were never designed for the demands of modern AI. They lack the necessary structure, governance and accessibility to feed intelligent algorithms. This creates an ",type:"text"},{text:"AI-readiness gap",type:"text",marks:[{type:"link",attrs:{href:"/resources/articles/ai-readiness",uuid:"ad9ac8ec-1346-43e3-a30e-25bfd53f4c2f",anchor:null,target:"_self",linktype:"story"}}]},{text:", where organizations have the ambition for AI-driven automation but lack the foundational architecture to execute it successfully. Without a way to unify and make sense of this data, AI initiatives are destined to remain stuck in pilot mode, unable to scale or deliver the meaningful business value that’s expected.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"> Learn more | ",type:"text",marks:[{type:"bold"}]},{text:"Switching to Hyland",type:"text",marks:[{type:"link",attrs:{href:"/resources/articles/switching-to-hyland",uuid:"7051560a-14c1-443b-a0c3-a9677ff68c79",anchor:null,target:"_self",linktype:"story"}},{type:"bold"}]}]}]},component:"Richtext",hide_component:false}],component:"TableOfContentsSection",id_override:"",heading_level:"2",heading_visual:"",hide_component:false,heading_override:"",show_heading_accent:false,hide_content_heading:false},{_uid:"c9d65be5-8e9a-4612-a51a-4df981ed5b1d",heading:"Enterprise intelligence that changes everything",children:[{_uid:"a31edeab-0a23-4d4d-bef8-0b952038d9bc",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"“Your content is more fragmented than it's ever been,” said Hyland CEO Jitesh S. Ghai at our latest annual user event.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The impact is far-reaching and can be life-altering. Healthcare organizations, for example, may be held back by limited insights that can impact care quality and reduce patient volume. Other examples include:",type:"text"}]},{type:"bullet_list",content:[{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Admissions and financial aid delays at education institutions",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Slow claims and underwriting at insurance companies",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Delayed responses and a lack of information to lead to the best decisions at public agencies",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Bottlenecks, poor customer experiences and compliance issues in the financial sector",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Logistics inefficiencies, costs and rigidity in commercial businesses",type:"text"}]}]}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"But, Ghai said, what if: Despite all this fragmentation, your enterprise was built on a foundation set for ubiquitous intelligence and automation?",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"That is, essentially, what Hyland has built. A platform that unifies your enterprise content and data and activates the context within it, making your information AI-ready, insightful, and actionable.",type:"text"}]}]},component:"Richtext",hide_component:false},{_uid:"b1c28099-82c2-4e92-825d-4c8ff9353c81",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"In this Hyland-commissioned study by Forrester Consulting, Forrester found that more than 45% of organizations already use AI agents and another 25% are piloting them. Although adoption is accelerating, most organizations struggle to scale beyond early use cases due to a lack of enterprise context.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Forrester provides key recommendations for how to get AI agents right, as well as detailed data on enterprise trends around agent use. Download this report to learn more about how organizations are looking to AI agents to optimize workflows, make smarter decisions and create more personalized experiences.",type:"text"}]}]},ctas:[{_uid:"418090bf-fe25-4d82-8d9e-de3bdfbbdb2a",link:{id:"5cc3ea22-55b6-407e-92d5-c697971b43f0",url:"",linktype:"story",fieldtype:"multilink",cached_url:"resources/analyst-reports/forrester-ai-agents"},pill:false,size:"medium",label:"Download the report",inverse:false,variant:"secondary",children:[],component:"Link",background:"light",icon_after:"",icon_before:""}],site:"",media:[{lcp:false,_uid:"986547f9-9f6f-4730-9314-ddace9b4cb71",image:{id:150476530351748,alt:"Abstract buildings",name:"",focus:"",title:"",source:"",filename:"https://a-us.storyblok.com/f/1023488/7600x3920/15ba921aa9/adobestock_877674946.jpeg",copyright:"",fieldtype:"asset",meta_data:{alt:"Abstract buildings",title:"",source:"",copyright:""},is_external_url:false},sizes:"",filters:"",component:"Image",responsive:true,smart_crop:true,aspect_ratio:"3 / 4"}],heading:"Forrester study: Unlocking the full potential of AI agents",component:"SectionCallout",background:"grey",subheading:"Enterprise-wide AI agent adoption is accelerating",heading_level:"2",subheading_level:"3"}],component:"TableOfContentsSection",id_override:"",heading_level:"2",heading_visual:"",hide_component:false,heading_override:"",show_heading_accent:false,hide_content_heading:false},{_uid:"b6c63f7f-156b-43e0-a568-3d9fe0e3453b",heading:"Hyland Content Innovation Cloud™",children:[{_uid:"405fb96e-8488-432e-9473-f9252058c0c7",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"The Content Innovation Cloud",type:"text",marks:[{type:"link",attrs:{href:"/platform/governance",uuid:"ea95af85-4155-406b-8b1a-9c02a2f4ed43",anchor:null,target:"_self",linktype:"story"}}]},{text:" is the platform for overcoming these challenges. It provides a federated, AI-powered architecture designed to deliver ubiquitous intelligence and automation across the entire enterprise. The Content Innovation Cloud connects content wherever it lives — across both Hyland and non-Hyland repositories — to make data AI-ready without costly or disruptive migrations. It addresses the core problem of system sprawl head-on and provides a unified view of information that serves as the foundation for intelligent automation and enterprise knowledge.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“We're taking the hundreds of millions of artifacts across your content and data landscape — across your processes — across your fragmented application landscape — and we're connecting it to give you a contextual, complete, real time understanding of your entire enterprise and its operations,” Ghai said.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"This helps you connect the people responsible for decision-making to make the best decisions based on the best, most updated data.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"At its core, the Content Innovation Cloud is about empowerment, not replacement.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"With tools/capabilities like intelligent document processing (IDP) and process automation, it is engineered to deliver solutions that automate mundane, repetitive tasks, thereby freeing human teams to focus on high-value work like strategic problem-solving, creative innovation and critical thinking. By handling the routine approvals, reconciliations and information searches, these products restore power to your people, so they can be more human and drive the business forward.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"> Read More | ",type:"text",marks:[{type:"bold"}]},{text:"How AI decision-making transforms enterprise operations",type:"text",marks:[{type:"link",attrs:{href:"/resources/articles/ai-decision-making",uuid:"dcb80be9-325d-4281-a442-124270baf1e2",anchor:null,target:"_self",linktype:"story"}},{type:"bold"}]}]},{type:"heading",attrs:{level:4,textAlign:null},content:[{text:"The future of ECM",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Our vision for the future of ECM is built on a trusted foundation and a commitment to solve the most complex content challenges. The Content Innovation Cloud is the cornerstone of this commitment, offering a stable and expert-driven path into the next era of enterprise AI.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Now, Hyland introduces a new layer to content innovation and intelligence — a radical expansion that will empower an agentic enterprise.",type:"text"}]}]},component:"Richtext",hide_component:false}],component:"TableOfContentsSection",id_override:"",heading_level:"3",heading_visual:"",hide_component:false,heading_override:"",show_heading_accent:false,hide_content_heading:false},{_uid:"7ba8d288-d67b-4f5b-8e10-26639eae0b19",heading:"Introducing two breakthrough agentic technologies",children:[{_uid:"381001f9-a946-4b0b-8ff4-bf15b73b6139",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"At its core, the Content Innovation Cloud is powered by two industry-first innovations: Hyland Enterprise Context Engine and Hyland Enterprise Agent Mesh.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Together, they bring us to the era of ubiquitous enterprise intelligence and enterprise automation. Both work in concert to bring the agentic enterprise to life.",type:"text"}]}]},component:"Richtext",hide_component:false},{alt:"",_uid:"1df402f3-eeaf-40e1-bb11-66ab2159f9c2",title:"Demo: How Hyland's Context Engine and Agent Mesh deliver",width:"100%",height:"100%",video_id:"64CJ8iHWuhA",component:"VideoYouTube",aria_label:"Play video",aspect_ratio:"",thumbnail_url:{id:null,alt:null,name:"",focus:null,title:null,source:null,filename:"",copyright:null,fieldtype:"asset",meta_data:{}},hide_component:false},{_uid:"fb2bab09-8d06-47b6-a6d7-677be04a4a70",copy:{type:"doc",content:[{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Enterprise Context Engine",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The Enterprise Context Engine acts as the living record of enterprise activity. It is an agentic process that mines years of records, data and decisions to unify content, processes, applications and people. By doing so, it creates a real-time contextual view that makes unstructured information AI-ready. This engine is the mechanism that transforms disorganized, siloed data into a governed, structured asset that can fuel intelligent automation and advanced analytics.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"What does it do?",type:"text",marks:[{type:"bold"}]}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The Enterprise Context Engine, essentially, builds the cognitive core for your enterprise, transforming fragmented information into the intelligence that drives AI-powered outcomes.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Enterprise Agent Mesh",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Building on the contextual foundation of the Enterprise Context Engine is Enterprise Agent Mesh, a network of semiautonomous, goal-directed AI agents.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"These agents are not generic bots; they can be tailored for specific industries, such as healthcare, insurance, banking or government. They are designed to orchestrate complex workflows, expand institutional knowledge and learn continuously from their interactions.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"What does it do?",type:"text",marks:[{type:"bold"}]}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Agents in the Enterprise Agent Mesh can act alone to handle specific tasks or work together as part of larger agentic solutions that drive impact across departments. They represent a significant leap beyond simple automation, capable of reasoning with governed context to achieve complex goals defined in plain language.",type:"text"}]}]},component:"Richtext",hide_component:false},{_uid:"d4ea3374-b5e9-449d-b6da-8e11db70bc66",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Implementing and benefitting from AI shouldn't force enterprises to rebuild themselves. The Enterprise Context Engine and Enterprise Agent Mesh AI-enable an enterprise’s existing content and workflows with intelligence and automation, leading to better decisions and more valuable outcomes — not replacing their teams, but empowering them to do more.",type:"text"},{type:"hard_break"}]}]},variant:"gradient-dark",component:"Quote",attribution:"Michael Campbell, Chief Product Officer at Hyland",hide_component:false}],component:"TableOfContentsSection",id_override:"",heading_level:"2",heading_visual:"",hide_component:false,heading_override:"",show_heading_accent:false,hide_content_heading:false},{_uid:"73468410-1eca-47bb-a334-3facbf6b0ce2",heading:"From theory to reality: Enterprise AI in action",children:[{_uid:"18d07d50-1b28-4ad7-90d4-82498576db15",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"The combination of the Enterprise Context Engine and the Agent Mesh enables what are known as agentic workflows. These are not simple, linear automations but dynamic, goal-directed processes that can reason, adapt and execute complex tasks. They bring a new level of intelligence and efficiency to core business functions.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Here are a few real-world examples of enterprise AI in action:",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Customer service",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"AI-powered chatbots and virtual assistants can handle increasingly complex customer queries, tapping into unified enterprise context to provide accurate and personalized responses, dramatically improving the customer experience.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Human resources",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"In HR, AI agents can streamline the entire recruitment lifecycle by intelligently matching candidates to open roles. They can also personalize employee onboarding and training programs, leading to higher retention and engagement.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Supply chain management",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Predictive AI can analyze historical sales data, market trends and logistical information to forecast demand with incredible accuracy, helping organizations optimize inventory and reduce waste.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Marketing",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"AI can deliver hyperpersonalized content and offers to customers by integrating with platforms like Salesforce and Workday. It can analyze campaign performance in real time to optimize ad spend and maximize ROI.",type:"text"}]}]},component:"Richtext",hide_component:false},{_uid:"389d2b35-a030-4f9b-8e14-75471147c40f",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Analyst firm Deep Analysis critically reviewed Hyland’s platform for innovation and shared its findings and advice for buyers in this evaluation.",type:"text",marks:[{type:"bold"}]}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"In Deep Analysis’s Hyland Vendor Vignette, the analyst firm evaluates the Content Innovation Cloud. Download the vignette to get third-party analysis about Hyland and our platform, as well as Deep Analysis’s opinion, advice to buyers, and a matrix with strengths, opportunities, aspirations and results.",type:"text"}]}]},ctas:[{_uid:"4129cf47-c4d4-4d08-93ad-c8f26753877b",link:{id:"b72b9f5e-c871-4f9d-b761-553aa034ea90",url:"",linktype:"story",fieldtype:"multilink",cached_url:"resources/downloads/deep-analysis-vendor-vignette"},pill:false,size:"medium",label:"Download the vignette",inverse:false,variant:"secondary",children:[],component:"Link",icon_after:"",icon_before:"",hide_component:false},{_uid:"98431900-daad-4507-b1f8-b901436a58a3",link:{id:"2f4a0d95-bb5a-4bd4-8881-d70cbd73291e",url:"",linktype:"story",fieldtype:"multilink",cached_url:"demos/request-demo"},pill:false,size:"medium",label:"Demo the platform",inverse:false,variant:"text",children:[],component:"Link",icon_after:"arrow_right",icon_before:"",hide_component:false}],flip:false,site:"",media:[{lcp:false,_uid:"0731f507-56e1-4c1e-82f3-60e3470f9422",role:"",image:{id:108554416149595,alt:"",name:"",focus:"",title:"",source:"",filename:"https://a-us.storyblok.com/f/1023488/ab0c90dd80/deep-analysiss-hyland-vendor-vignette.jpg",copyright:"",fieldtype:"asset",meta_data:{alt:"Deep Analysis: Hyland Content Innovation Cloud? ?a game changer?",title:"",copyright:"",SitecoreGuid:"{00B99B7B-1147-4A8B-9EAC-D2A279B1FD20}"},is_external_url:false},sizes:"",filters:"",component:"Image",responsive:true,smart_crop:true,aspect_ratio:"",hide_component:false,flip_horizontal:false}],heading:"Deep Analysis: Hyland Content Innovation Cloud™ “a game changer”",component:"SectionCallout",background:"gradient-light",subheading:"",heading_level:"2",hide_component:false,subheading_level:"3",mobile_hide_image:false}],component:"TableOfContentsSection",id_override:"",heading_level:"2",heading_visual:"",hide_component:false,heading_override:"",show_heading_accent:false,hide_content_heading:false},{_uid:"c7be4aec-8f65-4ca9-8bc1-5113d106ae81",heading:"The path to adoption",children:[{_uid:"1efd37d1-876a-4a36-be18-8437d4d67bfa",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"“We all collectively have an opportunity in this era of agentic AI to really level up and take the reins,” Ghai said. “They say you can embrace AI and intelligence and shape your organization, or let AI and intelligence shape you.”",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Adopting this transformative technology does not require a risky overhaul of your existing systems. The Content Innovation Cloud is designed for a start-today, scale-over-time approach. Each step is designed to build on the last and deliver measurable value along the way. ",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Build an AI-ready foundation",type:"text"},{text:" ",type:"text",marks:[{type:"bold"}]}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The road to AI-readiness begins by connecting your disparate systems. Content Innovation Cloud’s federated architecture, which doesn’t require migrations, provides a single source of truth by integrating with Hyland repositories, non-Hyland systems and major enterprise applications like Salesforce and Workday. This immediately reduces information silos and improves data governance.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"How to achieve it:",type:"text",marks:[{type:"bold"}]},{text:" AI-powered solutions like ",type:"text"},{text:"Hyland IDP",type:"text",marks:[{type:"link",attrs:{href:"/solutions/products/intelligent-document-processing",uuid:"20a86d28-981b-45ee-9027-b4a6c44332a8",anchor:null,target:"_self",linktype:"story"}}]},{text:" and ",type:"text"},{text:"Hyland Knowledge Enrichment",type:"text",marks:[{type:"link",attrs:{href:"/solutions/products/hyland-knowledge-enrichment",uuid:"16334086-c98d-4769-acb8-f6185f7480a1",anchor:null,target:"_self",linktype:"story"}}]},{text:" process unstructured data; enrich it with context, metadata and ontologies; apply governance and security; and pass it along to your downstream AI solutions, giving you the full power of your organizational knowledge.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Reveal deeper insights",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Once your content and intelligence are unified and AI-ready, hidden insights can be revealed that help drive smarter, faster decisions.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"How to achieve it:",type:"text",marks:[{type:"bold"}]},{text:" Our Knowledge Enrichment solution works with ",type:"text"},{text:"Hyland Knowledge Discovery",type:"text",marks:[{type:"link",attrs:{href:"/solutions/products/hyland-knowledge-discovery",uuid:"8fc40a68-ed4a-402c-aace-c481ada1f9c4",anchor:null,target:"_self",linktype:"story"}}]},{text:" to structure all your enterprise content — whether it’s structured or unstructured in its original formatting — and ready it for AI model consumption. With that foundation, Knowledge Discovery enables a consolidated knowledge view and can deliver intelligent search, recommendations and contextual answers, plus the ability to provide domain-aware insights for your specific industry (consider healthcare, insurance, finance, etc.).",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Power agentic action",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Unified intelligence combined with accelerated automation using Enterprise Agents translates directly into tangible business outcomes. Scale your workforce responsibly by building and deploying a network for tailored AI agents that work as humans do, but with rules in place, humans in the loop and without time constraints. Organizations can expect to see faster decision-making, stronger compliance, reduced operational costs and, most importantly, freed-up human capital to focus on strategic growth and innovation.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"How to achieve it:",type:"text",marks:[{type:"bold"}]},{text:" Leveraging the Enterprise Agent Mesh, you can build industry-specific Enterprise Agents to handle document identification and other routine tasks, as well as create a full audit trail for compliance and transparency.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"> Read more | ",type:"text",marks:[{type:"bold"}]},{text:"Understanding the different types of AI agents",type:"text",marks:[{type:"link",attrs:{href:"/resources/articles/types-of-ai-agent",uuid:"09dccdf8-558e-4408-a6dd-1abf01b8504a",anchor:null,target:"_self",linktype:"story"}},{type:"bold"}]}]}]},component:"Richtext",hide_component:false}],component:"TableOfContentsSection",id_override:"",heading_level:"2",heading_visual:"",hide_component:false,heading_override:"",show_heading_accent:false,hide_content_heading:false},{_uid:"61996048-78ad-49d5-9a56-b735068c7cb3",heading:" Maximize your enterprise content: Get started with Hyland",children:[{_uid:"cc99d8b2-beda-411c-9f05-e3b64c4063e1",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"The narrative of enterprise AI is shifting.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The technology is now available to move your enterprise away from a world of fragmented data and failed pilots and toward the reality of a connected, agentic enterprise where humans and AI collaborate to unlock innovation and deliver meaningful outcomes. The key to this transformation is not generating more data, but using the data you already have in smarter, more connected ways.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The future of your enterprise is one where intelligence is seamlessly woven into every interaction, empowering your people by automating the mundane and elevating their work, and by enabling them to work more efficiently and with better informed decisions. This is how everyday tasks are transformed into extraordinary impact. The path to this brighter, more intelligent future is clear.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Discover how the Content Innovation Cloud can help you unify intelligence, accelerate automation, and unlock meaningful results. Contact us to start your journey.",type:"text"}]}]},component:"Richtext",hide_component:false},{_uid:"5ab61942-4d8e-495e-abd3-dbd9b1f8e210",link:{id:"043ee177-607b-4db1-a8d3-9062ae46536a",url:"",linktype:"story",fieldtype:"multilink",cached_url:"platform/"},pill:false,size:"large",label:"Learn more about the platform",inverse:false,variant:"secondary",children:[],component:"Link",icon_after:"",icon_before:"",hide_component:false}],component:"TableOfContentsSection",id_override:"",heading_level:"2",heading_visual:"",hide_component:false,heading_override:"",show_heading_accent:false,hide_content_heading:false}],component:"TableOfContents",nav_heading:"",content_width:"narrow",hide_component:false,nav_orientation:"horizontal",sections_intro_copy:{type:"doc",content:[{type:"paragraph"}]}},{_uid:"72445b45-81e7-4be5-a7b1-8259cadace77",copy:{type:"doc",content:[{type:"paragraph"}]},ctas:[],test:[],heading:"You might also like:",component:"CardGrid",media_type:"image",page_cards:["14036e78-2208-4d27-be36-7680361d0502","a460109e-073c-4ae5-b321-d291c053f40f","7051560a-14c1-443b-a0c3-a9677ff68c79"],color_theme:"none",manual_cards:[],heading_level:"2",hide_component:false,hide_page_types:false,card_orientation:"portrait",column_fit_style:"auto",number_of_columns:"4",media_aspect_ratio:"auto",heading_show_accent:false,show_heading_accent:true}],ctas:[],author:[],component:"ArticlePage",languages:["en","fr","es","de","pt","ja"],page_icon:"",page_type:"article",page_image:{id:113467880621111,alt:"",name:"",focus:"",title:"",source:"",filename:"https://a-us.storyblok.com/f/1023488/c3d8562dcb/communitylive-day3.jpg",copyright:"",fieldtype:"asset",meta_data:{alt:"The new reality of AI and enterprise content",title:"",copyright:"alukacher@gmail.com",SitecoreGuid:"{5C362ED0-59E8-4684-AFB4-E186AAF9DC97}"},is_external_url:false},page_title:"The New Reality of the Agentic Enterprise",page_author:"",sitecore_guid:"",tags_products:[],redirects_from:"",lite_navigation:false,show_breadcrumb:true,tags_industries:[],noindex_nofollow:false,page_description:"95% of AI pilots fail. 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Download the full report to unlock actionable insights that drive innovation and success in your organization.",type:"text"}]}]},ctas:[{_uid:"baeea294-64a9-44ad-8b99-cb8fa0f57540",link:{id:"5109ef17-b376-4894-805b-28ef91d92f8d",url:"",linktype:"story",fieldtype:"multilink",cached_url:"resources/analyst-reports/deep-analysis-whitepaper"},pill:false,size:"medium",label:"Download the research",inverse:true,variant:"primary",children:[],component:"Link",background:"light",icon_after:"",icon_before:"",hide_component:false}],media:[{lcp:false,_uid:"ed653f55-229a-4ef4-a156-b8b63265ccf6",image:{id:108540058376888,alt:"Two businesspeople, a woman with glasses and a man in a suit, review a tablet in a sunlit office with blinds.",name:"",focus:"",title:"",source:"",filename:"https://s3.amazonaws.com/a-us.storyblok.com/f/1023488/c98c7e7538/ipad-discussion-as-1106943348.jpeg",copyright:"",fieldtype:"asset",meta_data:{alt:"Two businesspeople, a woman with glasses and a man in a suit, review a tablet in a sunlit office with blinds.",title:"",source:"",copyright:"",SitecoreGuid:"{0EE53019-574C-45BD-A907-FE2E6B9C17AC}"},is_external_url:false},sizes:"",filters:"",component:"Image",responsive:true,smart_crop:true,aspect_ratio:"auto"}],heading:"10 insights into the future of intelligent automation",variant:"slash",component:"HeroDefault",color_theme:"dark",heading_upperacase:true},{_uid:"3de7cc38-3333-4ebf-ae03-9151c2298c4c",promos:[],content:[],sections:[{_uid:"3da5e531-7863-47e3-9bd4-1e4439470319",heading:"10 Insights",children:[{_uid:"56475c67-80ba-4a85-b7b7-957cc9b2b4b2",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"AI and intelligent automation are reshaping the way organizations operate, offering a transformative opportunity for enhanced efficiency, decision-making and competitive advantage. The recently published ",type:"text"},{text:"Market Momentum Index™ for Intelligent Automation",type:"text",marks:[{type:"link",attrs:{href:"resources/analyst-reports/deep-analysis-whitepaper/",uuid:"5109ef17-b376-4894-805b-28ef91d92f8d",anchor:null,linktype:"story"}}]},{text:", by analyst firm Deep Analysis and commissioned by Hyland, unpacks these revolutionary trends with industry-specific insights and actionable takeaways.",type:"text"}]},{type:"paragraph",content:[{text:"We’ve summarized the top 10 insights from the report to give you a glimpse into what Deep Analysis uncovered.",type:"text"}]},{type:"paragraph",content:[{text:"For a deeper dive, download the full report, which is packed with intel sourced from decision-makers in 400 enterprises across the United States and United Kingdom, as well as analysis and recommendations.",type:"text"}]}]},component:"Richtext"},{_uid:"0875adbb-95c8-483d-adc8-b880b5d89459",copy:{type:"doc",content:[{type:"heading",attrs:{level:4,textAlign:null},content:[{text:"Download a complimentary copy of the Deep Analysis report",type:"text"}]}]},ctas:[{_uid:"38c8ec83-97ad-4d73-bf0b-717fb85c7b60",link:{id:"5109ef17-b376-4894-805b-28ef91d92f8d",url:"",linktype:"story",fieldtype:"multilink",cached_url:"resources/analyst-reports/deep-analysis-whitepaper/"},pill:false,size:"medium",label:"Download now",inverse:true,variant:"secondary",children:[],component:"Link",icon_after:"",icon_before:"",hide_component:false}],flip:false,site:"",media:[],heading:"",component:"SectionCallout",background:"gradient-dark",subheading:"",heading_level:"2",hide_component:false,subheading_level:"3",mobile_hide_image:false},{_uid:"b44fa364-4043-4c91-ab45-1cade837641f",copy:{type:"doc",content:[{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"1. Intelligent automation is gaining speed",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"A whopping 88% of organizations surveyed are either actively planning or preparing to start intelligent automation projects within the next 6 months.",type:"text",marks:[{type:"bold"}]},{text:" This highlights the growing urgency to adopt solutions that combine AI and automation to streamline complex processes and adapt to real-time business needs.",type:"text"}]}]},component:"Richtext"},{_uid:"049e006c-3064-4fdd-865d-4a8cf401041e",uuid:"jkGjiii1cqzdcw5ufATqLV",component:"VideoVidyard"},{_uid:"ebdbe8d3-d0ba-4031-b8c6-a3069b9fe2e4",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"> ",type:"text"},{text:"Dive deeper",type:"text",marks:[{type:"bold"}]},{text:" | ",type:"text"},{text:"Watch the webinar with Alan Pelz-Sharpe, founder and principal analyst at Deep Analysis.",type:"text",marks:[{type:"link",attrs:{href:"https://event.on24.com/wcc/r/4784496/D17E48899B3CE254EA9FCB2901BA6AE8",uuid:null,anchor:null,target:"_self",linktype:"url"}}]}]}]},component:"Richtext"},{_uid:"4d639478-ea93-4741-80cd-06df226ae4cd",copy:{type:"doc",content:[{type:"heading",attrs:{level:3},content:[{text:"2. Insurance leads the way in adoption",type:"text"}]},{type:"paragraph",content:[{text:"The insurance industry is at the forefront, with ",type:"text"},{text:"91% of surveyed insurance businesses actively involved in planning intelligent automation projects.",type:"text",marks:[{type:"bold"}]},{text:" Financial services, healthcare and government sectors aren't far behind, displaying widespread adoption across industries.",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"3. Data quality is a make-or-break factor",type:"text"}]},{type:"paragraph",content:[{text:"Deep Analysis found ",type:"text"},{text:"83% of organizations have been forced to exclude at least one data source from intelligent automation projects due to poor quality",type:"text",marks:[{type:"bold"}]},{text:", highlighting the necessity of clean and usable data for successful outcomes. Among these, CRM and ERP systems emerged as the most critical data sources.",type:"text"}]}]},component:"Richtext"},{_uid:"b8f79c2d-b3f7-42d5-9fe4-65320aa8a9d0",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Respondents express a significant willingness to change central pillars of their enterprise application stack if a more efficient, AI-optimized alternative is available.",type:"text"}]}]},component:"Quote",attribution:"Deep Analysis, Market Momentum Index, Intelligent Automation, Artificial Intelligence and Data, 2024"},{_uid:"fcd7143b-b0d7-45d4-9a93-4834a9b02539",copy:{type:"doc",content:[{type:"heading",attrs:{level:3},content:[{text:"4. AI projects are proving effective",type:"text"}]},{type:"paragraph",content:[{text:"Early adopters are seeing results, with ",type:"text"},{text:"88% of AI projects meeting or exceeding targets.",type:"text",marks:[{type:"bold"}]},{text:" These businesses report significant progress in automating tasks and improving decision-making processes, demonstrating AI’s growing role in operational success.",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"5. Automation is about data, not just labor shortages",type:"text"}]},{type:"paragraph",content:[{text:"Contrary to popular beliefs, ",type:"text"},{text:"only 10% of organizations cited labor shortages as a primary reason for adopting automation.",type:"text",marks:[{type:"bold"}]},{text:" Instead, efforts are focused on improving data quality (63%) and access to knowledge/data (58%) — a clear signal that organizations are prioritizing smarter data strategies.",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"6. IT dominates automation efforts",type:"text"}]},{type:"paragraph",content:[{text:"Projects tend to be IT-led and IT-centered, with ",type:"text"},{text:"75% of initiatives directed toward improving IT capabilities.",type:"text",marks:[{type:"bold"}]},{text:" However, the benefits often extend beyond IT, enhancing customer support, finance and back-office operations.",type:"text"}]}]},component:"Richtext"},{_uid:"d98b98b1-511c-4673-9ef9-9e5df1f29c31",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Organizations must broaden their approach to intelligent automation and AI beyond the environs of IT and into the respective line-of-business operations.",type:"text"}]}]},component:"Quote",attribution:"Deep Analysis, Market Momentum Index, Intelligent Automation, Artificial Intelligence and Data, 2024"},{_uid:"5fc340ed-40c7-47d0-a652-15f526296675",copy:{type:"doc",content:[{type:"heading",attrs:{level:3},content:[{text:"7. Businesses are rethinking their technology stack",type:"text"}]},{type:"paragraph",content:[{text:"The integration of AI is driving significant shifts in enterprise technology. For instance, ",type:"text"},{text:"74% of organizations showed a willingness to replace traditional ERP systems with AI-enabled alternatives.",type:"text",marks:[{type:"bold"}]},{text:" This willingness marks a major shift from the historical reluctance to overhaul enterprise systems.",type:"text"}]}]},component:"Richtext"},{_uid:"00b5c261-4d83-40ba-b5e1-e4ea0a970c68",uuid:"csCepfJjEymVQs5bmNihs7                  ",component:"VideoVidyard"},{_uid:"5f34edfd-192c-468f-bd0c-94b11d701329",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"> ",type:"text"},{text:"Dive deeper",type:"text",marks:[{type:"bold"}]},{text:" | ",type:"text"},{text:"Watch the webinar with Alan Pelz-Sharpe, founder and principal analyst at Deep Analysis.",type:"text",marks:[{type:"link",attrs:{href:"https://event.on24.com/wcc/r/4784496/D17E48899B3CE254EA9FCB2901BA6AE8",uuid:null,anchor:null,target:"_self",linktype:"url"}}]}]}]},component:"Richtext"},{_uid:"9e45253c-b36a-49d9-821a-458340884bc1",copy:{type:"doc",content:[{type:"heading",attrs:{level:3},content:[{text:"8. Enterprise-wide AI deployment is within reach",type:"text"}]},{type:"paragraph",content:[{text:"Survey results show that ",type:"text"},{text:"83% of respondents have AI projects in production or evaluation phases.",type:"text",marks:[{type:"bold"}]},{text:" What’s more, many of these projects are transitioning beyond experimentation and into day-to-day operational workflows, signaling AI's maturity within enterprises.",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"9. Process complexity is no longer a barrier",type:"text"}]},{type:"paragraph",content:[{text:"Analysis found ",type:"text"},{text:"77% of organizations are targeting the automation of their most complex, multistep business processes",type:"text",marks:[{type:"bold"}]},{text:", which demonstrates growing confidence in intelligent automation’s ability to handle intricate workflows with precision.",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"10. Business application vendors are key partners",type:"text"}]},{type:"paragraph",content:[{text:"It’s not all in-house effort — ",type:"text"},{text:"83% of organizations are collaborating with business application vendors for intelligent automation projects.",type:"text",marks:[{type:"bold"}]},{text:" Partnerships with trusted solution providers are enabling enterprises to execute complex automation strategies efficiently.",type:"text"}]}]},component:"Richtext"},{_uid:"57079bcb-2354-41e4-99d6-7169831fb1e3",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Software vendors should be looking to provide at a minimum, guidance, and at best, specific tooling, to enable these processes, as they have a significant downstream benefit for critical project outcomes.",type:"text"}]}]},variant:"",component:"Quote",attribution:"Deep Analysis, Market Momentum Index, Intelligent Automation, Artificial Intelligence and Data, 2024"}],component:"TableOfContentsSection",id_override:"",heading_level:"2",heading_visual:"",hide_content_heading:true},{_uid:"3b71a5e6-fcb4-433a-a72a-c1f4827bfd2c",heading:"Get started",children:[{_uid:"b67a98b2-3100-4fe3-ad87-4d7d85abd3e0",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"These insights are just the beginning. 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Remember, in this brave new world, your most valuable asset isn't your balance sheet — it's your ability to adapt.",type:"text"}]}]},component:"Richtext"}],component:"TableOfContentsSection",heading_level:"2",heading_visual:"",hide_content_heading:true},{_uid:"d1868bff-0dc6-4949-856e-2dd84cd05f1c",heading:"Personal touch ",children:[{_uid:"8c6cab1f-a9a7-4597-bc21-ea427d0954d5",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"In the current banking landscape, being just another bank on the corner with great rates won’t cut it. You can’t understate the critical importance of ",type:"text"},{text:"personalized digital interactions",type:"text",marks:[{type:"link",attrs:{href:"resources/articles/hyper-personalization-banking",uuid:"cc7bd4c0-a602-430f-bdc5-48e4fe8d482a",anchor:null,target:null,linktype:"story"}}]},{text:", and the numbers don't lie. A ",type:"text"},{text:"J.D. Power survey",type:"text",marks:[{type:"link",attrs:{href:"https://www.jdpower.com/business/press-releases/2022-us-retail-banking-satisfaction-study",uuid:null,anchor:null,target:"_self",linktype:"url"}}]},{text:" found that 78% of respondents would stick with their bank if they received personalized support. The challenge is that only 44% of banks are actually delivering it.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"This isn't just a missed opportunity; it's a gaping hole in your customer retention strategy. But fear not: AI is here to plug that gap. By leveraging AI technologies and data analytics, you can offer tailored experiences that make your customers feel like VIPs every time they interact with your bank.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"But here's the rub: Personalization without proper safeguards is a recipe for disaster. As you ramp up your personalization efforts, you need to double down on data privacy and security. After all, nothing says \"impersonal\" quite like a data breach.",type:"text"}]}]},component:"Richtext"}],component:"TableOfContentsSection",heading_level:"2",heading_override:"The personal touch: AI-driven customer experiences",hide_content_heading:false},{_uid:"8db7e7eb-29bb-4d1f-b12d-6cd1369da2c2",heading:"Pricing strategies ",children:[{_uid:"636f280b-e1e9-4a0f-acea-d65ac5064eec",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"If you thought pricing was just about setting competitive rates, think again. 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This article offers a roadmap, but it's up to you to chart the course for your institution.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"So, what are the key takeaways for the savvy banking executive?",type:"text"}]},{type:"ordered_list",attrs:{order:1},content:[{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Embrace AI or be left behind:",type:"text",marks:[{type:"bold"}]},{text:" Develop a comprehensive AI strategy that touches every aspect of your business.  2.  ",type:"text"},{text:"Personalization is non-negotiable:",type:"text",marks:[{type:"bold"}]},{text:" Leverage AI to create tailored experiences that keep your customers returning.  3.  ",type:"text"},{text:"Price smarter, not harder:",type:"text",marks:[{type:"bold"}]},{text:" Use AI-driven pricing strategies to optimize profitability and customer satisfaction.  4.  ",type:"text"},{text:"Get your head in the cloud:",type:"text",marks:[{type:"bold"}]},{text:" Develop a clear cloud strategy to unlock new levels of agility and innovation.  5.  ",type:"text"},{text:"Turn compliance into a competitive edge:",type:"text",marks:[{type:"bold"}]},{text:" Invest in RegTech and foster a culture of compliance to stay ahead of regulatory challenges.  6.  ",type:"text"},{text:"Modernize your core or risk obsolescence:",type:"text",marks:[{type:"bold"}]},{text:" Assess your tech stack and develop a clear modernization roadmap.",type:"text"}]}]}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The future of banking is here, and it's powered by AI.",type:"text"}]}]},component:"Richtext"},{_uid:"0657f79a-d90f-4594-909a-2a5b080d2fa6",link:{id:"8ab401fb-ae1f-4b1c-8169-17777e322325",url:"",linktype:"story",fieldtype:"multilink",cached_url:"solutions/industries/financial-services/banking"},pill:false,size:"large",label:"Explore Hyland’s banking solutions",inverse:false,variant:"secondary",children:[],component:"Link",icon_after:"",icon_before:"",hide_component:false}],component:"TableOfContentsSection",heading_level:"2",heading_visual:"",heading_override:"Banking on the future",hide_content_heading:false}],component:"TableOfContents",content_width:"narrow",nav_orientation:"horizontal"},{_uid:"93cb7ba7-e78b-4c14-9b14-d8e40cad08cd",copy:{type:"doc",content:[{type:"heading",attrs:{level:3},content:[{text:"About the author",type:"text"}]},{type:"paragraph",content:[{text:"Stewart Watterson is a strategic advisor in the Retail Banking & Payments practice at Datos Insights. He brings a broad range of experience from 30 years of consumer banking with Chase, National City and PNC, serving as SVP, Mobile Wallet & Emerging Payments.",type:"text"}]}]},component:"Richtext"},{_uid:"97815024-77e8-485e-9dca-e165d0463ef7",heading:"You might also like:",component:"CardGrid",media_type:"image",page_cards:["e4c3d888-dbc3-4069-89d8-40427bcda0f1","a6c6eaf7-3410-4e86-9f77-f1bf14abd0bd","63647e4a-1771-45b4-963b-4c24cd0abe21","136166d4-8bb2-4fbb-bc5a-89abce60d12d"],color_theme:"none",heading_level:2,card_orientation:"portrait",column_fit_style:"auto",number_of_columns:4,media_aspect_ratio:"auto",show_heading_accent:true}],ctas:[],author:[],component:"ArticlePage",languages:["en"],page_icon:"",page_type:"article",page_image:{id:108540228917980,alt:"Three business people discussing",name:"",focus:"",title:"",source:null,filename:"https://s3.amazonaws.com/a-us.storyblok.com/f/1023488/73b53039c4/three-business-people-discussing.png",copyright:"",fieldtype:"asset",meta_data:{alt:"Three business people discussing",title:"",copyright:"",SitecoreGuid:"{07EC29D2-8FCE-48AF-9A42-021EEDD02A93}"},is_external_url:false},page_title:"AI and the Future of Banking",page_author:"d51ea7cc-f753-4e64-b661-e4a026e653f1",sitecore_guid:"{1A53D91A-B4AF-42B5-8E07-44B74167D514}",tags_products:[],redirects_from:"",lite_navigation:false,show_breadcrumb:true,tags_industries:["finance"],noindex_nofollow:false,page_description:"Stewart Watterson of Datos Insights explains how AI will define the future of banking — from customer experiences to pricing strategies and compliance.",tags_departments:[],show_publish_date:false,show_reading_time:false,tags_capabilities:[],tags_integrations:[],canonical_override:{id:"",url:"",linktype:"story",fieldtype:"multilink",cached_url:""},page_content_title:"From tellers to terabytes: The digital makeover of modern banking",exclude_from_sitemap:false,published_at_override:"",exclude_from_analytics:false,page_content_description:"Stewart Watterson of Datos Insights takes a deep dive on how AI is the new currency of success in the financial industry.",show_notification_banner:false},slug:"digital-makeover-of-modern-banking",full_slug:"resources/articles/digital-makeover-of-modern-banking",sort_by_date:null,position:-2200,tag_list:[],is_startpage:false,parent_id:108591509006686,meta_data:null,group_id:"dd6a8ee7-6220-4c25-9030-039268d52d2f",first_published_at:"2026-05-29T18:53:31.269Z",release_id:null,lang:"default",path:null,alternates:[],default_full_slug:null,translated_slugs:null,_stopResolving:true},{name:"financial-services-legacy-system-assessment",created_at:"2025-11-03T20:55:34.913Z",published_at:"2026-06-04T20:08:21.807Z",updated_at:"2026-06-08T20:34:49.839Z",id:108600258264764,uuid:"6aeb8b81-8b56-4949-8b57-6b3fa5102511",content:{_uid:"d0905464-36d7-4012-8193-76ed0743e611",body:[{_uid:"91e76332-0723-4a78-bf86-777549406d66",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Is your organization considering a technology upgrade? This legacy assessment provides answers.",type:"text"}]}]},ctas:[{_uid:"1341bcd3-a533-4805-94ce-2cb6349f3171",link:{id:"59729ef4-7424-4da4-aaf5-0ea13d07d181",url:"",linktype:"story",fieldtype:"multilink",cached_url:"contact-us"},pill:false,size:"medium",label:"Chat with our experts now",inverse:false,variant:"primary",children:[],component:"Link",icon_after:"",icon_before:"",hide_component:false}],media:[{lcp:false,_uid:"ad50763c-b8cd-4abc-9595-efce2570ebe2",image:{id:108539445819985,alt:"Four coworkers smile and discuss around a table with laptops and notebooks in an office meeting.",name:"",focus:"",title:"",source:"",filename:"https://s3.amazonaws.com/a-us.storyblok.com/f/1023488/163582f849/adobestock_482400573.jpeg",copyright:"",fieldtype:"asset",meta_data:{alt:"Four coworkers smile and discuss around a table with laptops and notebooks in an office meeting.",title:"",source:"",copyright:"",SitecoreGuid:"{CD8D3D80-E709-460E-BD4E-3293A942E46B}"},is_external_url:false},sizes:"",filters:"",component:"Image",responsive:true,smart_crop:true,aspect_ratio:"1"}],heading:"Guide to modernizing banks and credit unions",component:"HeroArticle",i18n_minutes:"minutes",reading_time:"",i18n_reading_time:"Reading time"},{_uid:"9392aace-5b95-417d-9a7c-2d607043dab0",promos:[],content:[],sections:[{_uid:"edf15a83-3bb3-4e17-99d7-472934fbf029",heading:"Evaluating legacy systems",children:[{_uid:"c5e5017a-58c2-4c78-b8e6-80525de5d9b5",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"For decades, banks relied on the consistent results that legacy systems delivered. That’s no longer the case.",type:"text"}]},{type:"paragraph",content:[{text:"The antiquated systems are ",type:"text"},{text:"inefficient and costly to maintain",type:"text",marks:[{type:"link",attrs:{href:"resources/articles/maintaining-legacy-systems",uuid:"b0b4cdba-cabb-4f1c-9cd4-94a7fc36fe75",anchor:null,linktype:"story"}}]},{text:", and they simply aren’t able to support the capabilities required for success in the foreseeable future.",type:"text"}]},{type:"paragraph",content:[{text:"If your IT systems are a decade old and increasingly causing setbacks, it’s time to consider modernizing your technology solutions — for the sake of your customers and your staff.",type:"text"}]},{type:"paragraph",content:[{text:"Modernization ",type:"text"},{text:"is a strategic solution",type:"text",marks:[{type:"link",attrs:{href:"resources/downloads/5-drivers-modernizing-ecm",uuid:"84325fce-c5ae-41ac-99cd-daa4b5d3b9c2",anchor:null,linktype:"story"}}]},{text:" to navigating the challenges of outdated legacy systems. One that promises huge returns — resource optimization, higher scalability, personalization, quicker response times and more efficient service to customers.",type:"text"}]},{type:"paragraph",content:[{text:"But first, it’s time for an assessment. Before making the decision ",type:"text"},{text:"to modernize banking",type:"text",marks:[{type:"link",attrs:{href:"https://www.hyland.com/en/resources/articles/financial-services-modernization-automation-ai",uuid:null,anchor:null,target:"_self",linktype:"url"}}]},{text:" IT systems, organizations need to evaluate their current systems to truly understand what technology solutions will resolve legacy issues and where they can make the most impact.",type:"text"}]}]},component:"Richtext"},{_uid:"3c6fe985-75fa-4fb1-84dc-162479c88a05",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"We now have the capability to build solutions that address specific business challenges utilizing the tools within OnBase, reducing the need to purchase other software solutions.”",type:"text"}]}]},variant:"",component:"Quote",attribution:"Karma Hicks, Senior Vice President and Director of Operations and Process Improvements, American National Bank of Texas"},{_uid:"291bef4e-78b3-4243-ad9f-bfb8b11d11b5",copy:{type:"doc",content:[{type:"heading",attrs:{level:2},content:[{text:"Legacy assessment checklist",type:"text"}]},{type:"paragraph",content:[{text:"There are a number of factors that should be considered when undertaking a system assessment — the age of the hardware/software, its interoperability with other systems, whether it supports changes in the business processes model, the frequency of hardware failures and crashes, and, generally, its overall performance.",type:"text"}]},{type:"paragraph",content:[{text:"Here is a checklist of questions to ask yourself to gain a complete and fundamental understanding of your existing systems:",type:"text"}]},{type:"bullet_list",attrs:{tight:false},content:[{type:"list_item",content:[{type:"paragraph",content:[{text:"Is your existing system able to accept and process multiple data formats from various types of applications and third-party systems?",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Can your system accurately classify, extract and validate all document formats?",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Are you able to connect your current system with new applications without having to deal with disparate systems?",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Are you able to gain a complete view of information and real-time access to that information whenever you need it?",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"What are its AI capabilities? Can you create and manage AI agents to perform specialized tasks?",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"How quickly and accurately does your system process the increased volumes of data that your organization receives?",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"How much investment or expense is tied to the maintenance and support of your existing legacy systems?",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Does your existing system offer flexible deployment options?",type:"text"}]}]}]},{type:"paragraph",content:[{text:"Your answers should provide a clear perspective of whether modernizing your legacy system is a necessity or a nice-to-have for the organization.",type:"text"}]},{type:"paragraph",content:[{text:"> Webinar | ",type:"text",marks:[{type:"bold"}]},{text:"See how AI is transforming bank operations",type:"text",marks:[{type:"bold"},{type:"link",attrs:{href:"https://event.on24.com/wcc/r/5003753/E4D759875250D8321DFDDD66F8F84BF1",uuid:null,anchor:null,target:"_self",linktype:"url"}}]}]}]},component:"Richtext"},{_uid:"5f7cf5b6-4566-47ce-a73b-7ef7f204e0ea",copy:{type:"doc",content:[{type:"paragraph"}]},ctas:[],flip:false,site:"",media:[{alt:"",lcp:false,_uid:"a0994eeb-9b74-465f-b63f-04c5a9762cb2",role:"",image:{id:108550731579654,alt:"",name:"",focus:"",title:"",source:"",filename:"https://a-us.storyblok.com/f/1023488/63781f3cd5/financial-services-insights-3-2880x3840.jpg",copyright:"",fieldtype:"asset",meta_data:{alt:"Three people smile and talk in an office. 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Another 19% said they weren’t optimizing the data with automation.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Is your financial institution struggling with inefficient, manual processes? ",type:"text"},{text:"Hyland’s intelligent solutions",type:"text",marks:[{type:"link",attrs:{href:"solutions/industries/financial-services/",uuid:"d237a0ab-70aa-450c-8e5d-715686702643",anchor:null,target:null,linktype:"story"}}]},{text:" help organizations accelerate business processes, reduce errors and costs, and deliver exceptional customer experiences.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Here are just a few examples:",type:"text"}]}]},component:"Richtext",hide_component:false}],component:"TableOfContentsSection",id_override:"",heading_level:"2",heading_visual:"",hide_content_heading:true},{_uid:"59381064-6b0a-4032-9a74-0b750b2e8399",heading:"Redstone Federal Credit Union ",children:[{_uid:"d8ee4595-6905-4ca2-859c-3da556401960",copy:{type:"doc",content:[{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Use case: Debit card disputes",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Challenges they faced:",type:"text"}]},{type:"bullet_list",content:[{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"As the credit union grew, the number of debit card transactions significantly increased, and disputes almost doubled.",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"The process Redstone used to resolve the disputes was highly manual. The process relied on a member of the security and investigations team to complete each step, which meant the credit union needed several business days to issue a credit.",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"As a result, member experience suffered, and the credit union found it challenging to effectively communicate with members.",type:"text"}]}]}]}]},component:"Richtext"},{_uid:"386a871f-ff28-44a8-b21a-73186cf44109",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"Hyland enables me to be able to almost always say yes, and that’s extremely important when we’re trying to automate, streamline and improve processes.",type:"text"}]}]},variant:"dark-blue",component:"Quote",attribution:"Chris Appleton, Technology Integration Manager, Redstone Federal Credit Union",hide_component:false},{_uid:"328cf9ea-587a-4814-8623-dab4c06dbbd0",copy:{type:"doc",content:[{type:"heading",attrs:{level:3},content:[{text:"Automation in action",type:"text"}]},{type:"paragraph",content:[{text:"Redstone started by digitizing its in-branch dispute process with ",type:"text"},{text:"Hyland OnBase",type:"text",marks:[{type:"link",attrs:{href:"solutions/products/onbase",uuid:"f4188146-205b-420b-a150-9481b86d2b8e",anchor:null,linktype:"story"}}]},{text:". By no longer requiring members to physically sign forms and eliminating the need for employees to make multiple trips to the printer, the credit union saved almost 2,000 hours per year.",type:"text"}]},{type:"paragraph",content:[{text:"Redstone then created a self-service tool in which members can dispute a charge via a fully digital process. Later, the credit union launched a multiphase plan to automate the processing of provisional credits with OnBase. By automatically posting journal vouchers, which are used to document provisional credits, the credit union saved nearly 1,100 hours per year and reimbursed members much sooner.",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"Key results",type:"text"}]},{type:"bullet_list",attrs:{tight:false},content:[{type:"list_item",content:[{type:"paragraph",content:[{text:"Time and cost savings:",type:"text",marks:[{type:"bold"}]},{text:" Members receive an email within 30 minutes of a dispute being submitted. The automated process is saving Redstone more than 5,100 hours — the equivalent of more than three full-time employees — per year.",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Enhanced member experiences:",type:"text",marks:[{type:"bold"}]},{text:" Reducing the time it takes to issue a provisional credit from five or more business days to minutes has produced a cumulative annual wait-time reduction of more than 33,000 business days for the credit union’s members. Redstone also generated a 329% increase in funds recovered over a three-year period.",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Fraud protection and compliance gains:",type:"text",marks:[{type:"bold"}]},{text:" Redstone is automating the detection of repeat dispute requestors, and the reimagined processes are supporting efforts to comply with requirements to issue provisional credits within set time frames.",type:"text"}]}]}]},{type:"paragraph",content:[{text:"> Learn more | ",type:"text",marks:[{type:"bold"}]},{text:"Hear how Redstone transformed its debit card dispute process",type:"text",marks:[{type:"bold"},{type:"link",attrs:{href:"customers/redstone",uuid:"5f3a1fe8-4f39-498a-9202-396e6e1d01a5",anchor:null,linktype:"story"}}]}]}]},component:"Richtext"},{_uid:"3e169886-ab76-43a9-8589-e669596d5b51",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"This report from National Mortgage News explores how the right automation technology can help firms now and in the future. 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With the help of ",type:"text"},{text:"Hyland’s managed services",type:"text",marks:[{type:"link",attrs:{href:"solutions/services/managed-services",uuid:"2c3e229c-3684-4f13-a8bd-bff475ad968b",anchor:null,target:null,linktype:"story"}}]},{text:", the bank migrated 2.5 million documents to the cloud.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The bank later added ",type:"text"},{text:"WorkView",type:"text",marks:[{type:"link",attrs:{href:"resources/articles/workview-product-overview",uuid:"c600c8e3-5bbf-4602-96ba-9fadf58545cf",anchor:null,target:null,linktype:"story"}}]},{text:", Hyland’s low-code application builder, to create solutions and address challenges with speed and agility.",type:"text"}]}]},component:"Richtext"},{_uid:"2498010a-c32f-452b-8a4a-fab5a6121ad0",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"I truly feel like with Hyland, it’s a partnership. Some vendors want to talk about their latest offerings. With Hyland, we talk about what problem the bank is trying to solve and how we can do more with our solutions than what we’re doing today.",type:"text"}]}]},variant:"dark-blue",component:"Quote",attribution:"Karma Hicks, Senior VP and Director of Operations and Process Improvements, American National Bank of Texas",hide_component:false},{_uid:"e24bb862-b49a-46d0-bf77-8709488e9f91",copy:{type:"doc",content:[{type:"heading",attrs:{level:3},content:[{text:"Key results",type:"text"}]},{type:"bullet_list",attrs:{tight:false},content:[{type:"list_item",content:[{type:"paragraph",content:[{text:"Improved lending processes:",type:"text",marks:[{type:"bold"}]},{text:" ANBTX created OnBase workflows to automate loan onboarding, collateral tracking, insurance and escrow. The bank’s mortgage warehouse loan process was reduced from two hours to fewer than 20 minutes per day.",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Treasury management gains:",type:"text",marks:[{type:"bold"}]},{text:" Via WorkView, the bank incorporated DocuSign, reducing a five-day process to less than a day.",type:"text"}]}]},{type:"list_item",content:[{type:"paragraph",content:[{text:"Regulatory compliance support:",type:"text",marks:[{type:"bold"}]},{text:" The bank created a new workflow to transform its review-and-approval process for Regulation CC holds. The bank’s ability to create new applications and workflows in-house has also helped it solve compliance and regulatory audit challenges.",type:"text"}]}]}]},{type:"paragraph",content:[{text:"> Learn more | ",type:"text",marks:[{type:"bold"}]},{text:"Hear how ANBTX is making the most of automation",type:"text",marks:[{type:"bold"},{type:"link",attrs:{href:"customers/anbtx",uuid:"a6c6eaf7-3410-4e86-9f77-f1bf14abd0bd",anchor:null,linktype:"story"}}]}]}]},component:"Richtext"}],component:"TableOfContentsSection",heading_level:"2",heading_visual:"",heading_override:"American National Bank of Texas (ANBTX)",hide_content_heading:false},{_uid:"2e5c4a74-4419-4c18-9e84-f225343c2605",heading:"Trust Bank Singapore",children:[{_uid:"d19cc14d-cedd-4c0e-b753-8e12c57fb693",copy:{type:"doc",content:[{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Use case: Process automation",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Challenges they faced:",type:"text"}]},{type:"bullet_list",content:[{type:"list_item",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Late payment fee waiver requests often took three to five days and generated high inbound call volumes. 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",type:"text",marks:[{type:"textStyle",attrs:{color:""}}]},{text:"Integrated with core banking systems",type:"text",marks:[{type:"link",attrs:{href:"/platform/integrations/",uuid:"381fa467-e70b-4a53-98ac-17fc5e719ef9",anchor:null,target:"_self",linktype:"story"}},{type:"textStyle",attrs:{color:""}}]},{text:", it acts as the automation engine behind several internal processes and key customer journeys. 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Information is automatically ingested, creating a case in Alfresco, and the bank’s customer service portal orchestrates actions across teams. 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Mecherle wanted to help employees save their hard-earned money by providing savings and loan products with competitive rates.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Mecherle’s philosophy holds true today for the Bloomington, Illinois-based credit union. State Farm FCU has more than $4.6 billion in assets and added 1,100-plus new members in 2024.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The longtime Hyland customer utilizes ",type:"text"},{text:"Hyland OnBase",type:"text",marks:[{type:"link",attrs:{href:"solutions/products/onbase",uuid:"f4188146-205b-420b-a150-9481b86d2b8e",anchor:null,target:null,linktype:"story"}}]},{text:" across the credit union. With features such as advanced capture, workflow, document retention and records management, State Farm FCU relies on OnBase to automate key processes, improve operational efficiency and enhance member support.",type:"text"}]}]},component:"Richtext"},{_uid:"ce79e33d-ecbb-4e8a-b4b3-2505b9311319",uuid:"WiX1uoVv9KGbwmMUgzzgM8",component:"VideoVidyard"}],component:"TableOfContentsSection",heading_level:"2",heading_visual:"",hide_content_heading:false},{_uid:"20fabab4-be4a-43fa-a696-08016c130b32",heading:"Lofty cloud results",children:[{_uid:"6ab0ffff-ade6-42e7-b2a4-4d217fa2f5ff",copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"The credit union’s servers were hosted in a service bureau environment, which was costly, time-consuming and made the management of technology upgrades more difficult. 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The credit union migrated more than 11 million documents and built integrations to crucial systems, including ",type:"text"},{text:"Corelation KeyStone",type:"text",marks:[{type:"link",attrs:{href:"platform/integrations/corelation-keystone",uuid:"c14c4527-6123-4eb9-a940-a01328cef2ce",anchor:null,target:null,linktype:"story"}}]},{text:", its core banking system.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Hyland Services assisted in making the transition seamless, Credit Union Analyst Rose Helmerick said.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“They’ve been a huge help and are wonderful to work with,” Helmerick said.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Added trust",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Being in the Hyland Cloud has helped State Farm FCU increase scalability, efficiency and strengthen its disaster recovery efforts.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“Disaster recovery is huge,” Credit Union Analyst Jenn Stanton said. “We need to make sure that if something happens to a primary site, there is a full backup and it can be up and running in a reasonably timely fashion. We know that we can trust the Hyland Cloud. I don’t know that we had that same trust level before.”",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Accelerated processes",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"With the Hyland Cloud handling the deployment, infrastructure and maintenance of OnBase, Helmerick and Stanton are free to focus on building new applications and workflows that drive efficiency and innovation.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“Our teams consistently tell us that their processes are faster and they have more time to complete their daily tasks,” Stanton said.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"> Learn more | ",type:"text",marks:[{type:"bold"}]},{text:"How IDP is modernizing bank operations",type:"text",marks:[{type:"link",attrs:{href:"https://event.on24.com/wcc/r/4883003/7A17997910D5608FA35701576A130603",uuid:null,anchor:null,target:"_self",linktype:"url"}},{type:"bold"}]}]}]},component:"Richtext"},{_uid:"8995dbd3-e669-4319-8c8d-0d223165f334",heading:"",component:"Stats",background:"dark",attribution:{type:"doc",content:[{type:"paragraph"}]},show_accent:true,stat_1_copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Hours saved each day from not having to print hundreds of documents",type:"text"}]}]},stat_1_icon:"timer",stat_1_stat:"2.5",stat_2_copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Documents that were migrated to the Hyland Cloud",type:"text"}]}]},stat_2_icon:"document",stat_2_stat:"11 million+",stat_3_copy:{type:"doc",content:[{type:"paragraph",attrs:{textAlign:null},content:[{text:"Applications built with WorkView",type:"text"}]}]},stat_3_icon:"apps",stat_3_stat:"20+",stat_1_image:{id:null,alt:null,name:"",focus:null,title:null,source:null,filename:"",copyright:null,fieldtype:"asset",meta_data:{}},stat_2_image:{id:null,alt:null,name:"",focus:null,title:null,source:null,filename:"",copyright:null,fieldtype:"asset",meta_data:{}},stat_3_image:{id:null,alt:null,name:"",focus:null,title:null,source:null,filename:"",copyright:null,fieldtype:"asset",meta_data:{}},heading_level:"3"},{_uid:"7532c000-161d-48f9-95cc-e854b8245c15",copy:{type:"doc",content:[{type:"heading",attrs:{level:3},content:[{text:"SSO is a popular addition",type:"text"}]},{type:"paragraph",content:[{text:"An additional perk of being in cloud is single sign-on (SSO), which was easy to set up and has been a hit with State Farm FCU staffers.",type:"text"}]},{type:"paragraph",content:[{text:"SSO wouldn’t have been an option in State Farm FCU’s service bureau environment. Helmerick and Stanton were able to get the feature up and running within a couple hours, which fueled the credit union’s excitement.",type:"text"}]},{type:"paragraph",content:[{text:"“Hyland has been the easiest vendor to get this set up that we’ve worked with,” Helmerick said. “Their documentation is spot on, they know what they’re doing and they’re able to help if we have any issues troubleshooting.”",type:"text"}]},{type:"heading",attrs:{level:3},content:[{text:"“It just works”",type:"text"}]},{type:"paragraph",content:[{text:"The credit union has documents that arrive from a bunch of different places. 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The credit union’s money movement team receives the request and can quickly process it.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“Typically, when members do a wire transfer, they’re looking for money to hit their external account the same day,” Helmerick said. “Using that (application) allows us to have everything in one place for our money movement team to be able to process the wire quickly for the member.”",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"All of the information is stored in one place, which improves document retention and has enhanced the auditing process.",type:"text"}]},{type:"heading",attrs:{level:3,textAlign:null},content:[{text:"Financial back office",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"The credit union’s accounts payable and accounts receivable teams no longer have to print and manually save documents. The document entry, approval and retention processes are now digital, saving 2.5 hours and hundreds of pages each day.",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"“They would be going through reams of paper a day printing these reports, and it was necessary for regulations and all of that,” Stanton said. “But by simply moving that electronically and into OnBase, it’s been wonderful.”",type:"text"}]},{type:"paragraph",attrs:{textAlign:null},content:[{text:"Doing so has produced a “tenfold” improvement in back-office processes, Stanton said.",type:"text"}]}]},component:"Richtext"},{_uid:"29a124fe-2608-4770-8fcd-835495fd3060",copy:{type:"doc",content:[{type:"paragraph",content:[{text:"They would be going through reams of paper a day printing these reports, and it was necessary for regulations and all of that. 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