Customer Stories
Case Studies
How banks and credit unions use ConnectFI.
Trusted by financial institutions
25+
Financial Institutions
25K+
Applications Processed
$1.2B+
Processed in Volume
8
States
Featured story
Consumer LendingMortgage Lending
State Savings Bank of Manistique
Replacing unsecured email and paper with a secure, scheduled path to a complete file
Less than 6 months with ConnectFIRead the story →
LendingDeposit Accounts
Waumandee State Bank
Giving customers a way to reach the bank anytime, not just during office hours
2+ years with ConnectFIRead the story →
Consumer Lending
Port Washington State Bank
Replacing a broken online system with a single, connected intake process
2+ years with ConnectFIRead the story →
Waldo State Bank
Giving loan customers a digital front door where none existed before
Commercial LendingConsumer LendingMortgage Lending
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Chippewa Valley Bank
Moving from paper forms and manual follow-up to a push-button application process
Commercial LendingConsumer Lending
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State Bank of Chilton
Letting customers start a loan on their own timetable
Commercial LendingConsumer LendingMortgage Lending
Read the story →