Case Study: Valley Bank improves credit operations accuracy and efficiency with Finley Technologies

Valley Bank boosts invoice accuracy to 95% with Finley

Valley Bank, a regional financial institution, faced operational challenges as its high-volume credit businesses expanded. Its securities-based lending and syndicated loan servicing operations relied on manual processes, disconnected legacy systems, and an error-prone third-party provider for generating invoices and notices. This created inefficiency, risk, and high costs. To build a scalable foundation, Valley Bank partnered with Finley Technologies.

Finley implemented its modern, modular platform to unify and digitize Valley Bank's credit operations. The solution integrated quickly with the bank's core systems and provided automated workflows for collateral monitoring, invoice generation, and borrower communications. As a result of using Finley, Valley Bank improved invoice accuracy from 40% to over 95%, saved millions of dollars annually in third-party servicing costs, and significantly streamlined its internal processes.

Valley Bank