We Serve Financial Institutions In Three Ways
Exception Tracking & Collateral Management
Tightly integrated with document imaging systems (OnBase, Nautilus, Synergy, etc.) and financial institution cores (Jack Henry, FIS, Finastra, Fiserv, CSI, etc.)
Authorized Solution Provider
Organize critical documents, automate approvals, and strengthen compliance with experienced OnBase partnership and friendly service.
Conversion Service For Banks And Credit Unions
Over 40 years of experience helping financial institutions convert, migrate, and modernize document systems without risk or data loss.
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Built On Trust. Backed By Experience.
500+
Financial institutions served
$469B
Institutional assets supported
41+
Years of industry expertise
Experience You Can Trust in an AI-Driven Era
AI in banking isn’t new to us. We’ve been building intelligent automation since our founding in 1985, preparing the way for AI long before the technology caught up to the vision.
20+ Years of Intelligent Automation
The Foundation AI Depends On
For more than two decades, we’ve been building intelligent automation solutions for banks and credit unions. Our software is shaped by real world banking rules, refined through decades of use by our customers, and designed to handle the complexity financial institutions live with every day.
Using RAG to Deliver Document Conversions Faster & More Accurately
We’re implementing Retrieval-Augmented Generation (RAG) to optimize document conversions. By referencing real files, metadata, and established conversion rules, the system ensures accurate results while speeding up conversions. This approach reduces errors and delivers higher quality, more reliable outcomes.
Our Software Solution
Document Imaging Tied to Exception Tracking
INFO-ACCESS is our flagship platform built specifically for banks and credit unions, integrating document imaging with exception tracking. Our connection between your core and document management system (DMS) gives you a single, intelligent engine with real-time visibility, control, and automation across document-driven workflows.
Automated Document Tracking
Exception Management & Reporting
Collateral Management
Rules-Based Automation With Precise Outcomes
Our Support Services
Authorized Solution Provider
As an authorized OnBase reseller, PROFORMANCE provides implementation, support, and long-term optimization for financial institutions using the OnBase platform. We bring decades of banking expertise to ensure OnBase works the way your institution actually operates, not just the way it’s configured out of the box.
Implementation & Configuration
Ongoing Support & Troubleshooting
System Optimization & Guidance
Banking Expertise At The Best Cost
Our Conversion Services
Document and Data Conversion Services
Core & DMS Migrations
Audit-Ready Validation & Reporting
Bank-Specific Document Conversions
Mergers & Acquisitions
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Let's Connect!
Tell us about your goals, and we’ll help you determine the right solution for your institution.