Customer Story

Waumandee State Bank

Giving customers a way to reach the bank anytime, not just during office hours

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Illustration: a bank website where customers can start a loan application or open an account at any time.
Illustrative workflow. Not the bank’s actual screens.
Role
SVP, Compliance, IT & Risk Management
Areas Using ConnectFI
Lending, Deposit Accounts
Time With ConnectFI
2+ years
Before

The Challenge

Before ConnectFI, Waumandee State Bank required new customers to come into a branch in person to open an account or start an application. There was no digital front door for the institution. Every relationship began with an office visit.

After

The ConnectFI Solution

ConnectFI gave both current and new customers a way to reach the bank at any time, from anywhere. Staff now direct customers to upload documentation and work through the initial application step online instead of requiring an in-person visit to get started.

Key Outcomes

As reported by the bank.

Reduced manual work, duplicate entry, and back-and-forth communication

Improved the overall customer experience

Somewhat more complete applications and supporting documentation from customers

Also reported
  • Positive reception from both lending and deposit staff, who now route customers to ConnectFI as a matter of course
  • A more modern, digital front door for the bank
It's easy to use, and our existing customers appreciate it.
SVP, Compliance, IT & Risk Management

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