Case Study: First Business Bank accelerates Salesforce document generation with Apryse

First Business Bank Fast-Tracks Transformation with Salesforce + PDFTron for Document Generation

First Business Bank, a full-service commercial bank, needed a professional document solution to streamline its client onboarding and paperwork processes within its Salesforce environment. The bank was facing challenges with high maintenance costs, slow template development, and poor rendering performance for complex documents. To address this, they sought a vendor like Apryse (via its PDFTron technology) that could provide native, JavaScript-based components to integrate directly with Salesforce.

Apryse implemented its PDFTron WebViewer as a Lightning Web Component, providing a seamless, plug-and-play solution for native document viewing, form creation, and form filling within Salesforce. This allowed the bank to accelerate development significantly, with the team achieving 70% of their required functionality in just two days. The solution drastically reduced the time spent building and maintaining templates and improved rendering performance, enabling users to interact seamlessly with all document types.

First Business Bank

Ryan Frank

Manager of Application Development