Case Study: Community First Bank achieves enterprise-wide content management and streamlined, paperless operations with Fiserv Director

Community First Bank Director Enterprise Content Management and So Much More

Community First Bank, a four-branch community bank in Washington, sought a solution to image loan documents and improve record management. After evaluating options, the bank chose Director from Fiserv (and later added the Director Unity Client) to expand from simple COLD archiving into a full enterprise content management platform used across the organization.

Fiserv implemented Director and Director Unity Client to digitize documents, introduce HTML Unity forms, and automate workflows across departments. The Fiserv solution virtually eliminated paper, resolved control weaknesses, simplified exams and audits, reduced employee training times, streamlined teller balancing, and automated HR and other business processes—making Director a daily, enterprise-wide tool for Community First Bank.

Community First Bank

Greg Burck

CFO