Case Study: Exchange Bank achieves virtual real-time business intelligence and faster loan decisions with DH Corporation

Exchange Bank Uses DecisionPro™ with Business Intelligence by Motivity

Exchange Bank, a Santa Rosa–based community bank with 19 branches and $1.9 billion in assets, needed a more intuitive, same‑day business intelligence solution for its consumer lending operations after its prior BI tool proved hard to use, delivered day‑old reports, and suffered poor staff adoption. The bank partnered with DH Corporation, implementing DecisionPro along with Business Intelligence by Motivity (and leveraging LaserPro for lending documentation) to address intuitive dashboards, virtual real‑time data, sales coaching, and proactive compliance monitoring.

DH Corporation configured DecisionPro with Motivity dashboards to deliver simple deployment, drill‑down visualizations and virtual real‑time data updates (every 15 seconds), enabling loan originators to see and prioritize applications immediately. As a result, Exchange Bank reported rapid user adoption, improved operational efficiency, better sales coaching through actionable reports, and stronger proactive risk and compliance insight — outcomes that led the bank to move off its prior vendor.

Exchange Bank

Scott Shusda

Application Support Analyst II