Customer Story

State Bank of Chilton

Letting customers start a loan on their own timetable

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Illustration: a customer starting a loan application online on their own schedule. — Illustrative workflow. Not the bank’s actual screens.

Role

BSA and Compliance Officer

Areas Using ConnectFI

Commercial Lending, Consumer Lending, Mortgage Lending

Time With ConnectFI

2+ years

Before

The Challenge

The bank's process was entirely paper-based. Customers would drop off applications and supporting documents in person as needed, and the team wanted an easier way for customers to get an application started in the first place.

After

The ConnectFI Solution

ConnectFI gives customers an online platform to reach out for a loan whenever it's convenient for them, rather than waiting for a branch visit.

Key Outcomes

As reported by the bank.

Somewhat reduced manual work and paper handling

Somewhat more complete applications and documentation

A more modern, digital experience for customers

Also reported

Adoption is building steadily: some staff were initially reluctant to change habits, but customer usage is increasing over time

Good starting point for more robust application online.

BSA and Compliance Officer

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