Before
The Challenge
Documents were previously collected on paper or sent by email with no security around the information being transmitted. Requesting annual tax returns and other recurring documentation was a manual, easy-to-lose-track-of process. Customers had submitted applications in person, by phone, or by email before ConnectFI.
After
The ConnectFI Solution
The bank now uses ConnectFI to set scheduled, recurring document requests, such as annual tax returns, so nothing has to be manually re-requested each cycle. Notification emails route to all officers, and task requirements keep the whole team aligned on what still needs to be collected without anyone having to remember to ask.