Case Study: First American Bank achieves paperless workflows and streamlined PDF management with Foxit Software's PhantomPDF

First American Bank - Customer Case Study

First American Bank, an Illinois‑chartered, privately held full‑service bank with nearly 50 Chicago‑area branches and over $2.5 billion in assets, needed a single trusted PDF solution to automate workflows and organize paperwork as it moved toward a paperless office. Requirements included robust content‑management (scan, view, convert, annotate, organize), strong security, an easy licensing model, and reliable performance in Citrix (critical because 99% of users work from Citrix desktops).

The bank deployed Foxit PhantomPDF across all Citrix servers, replacing multiple products. Staff now scan and convert documents, assemble loan packets, combine and reorganize pages with drag‑and‑drop, and securely email PDF packages to customers. The familiar ribbon UI and strong Citrix performance shortened the learning curve, support was praised, and the bank achieved standardized, more efficient, paperless document workflows.

First American Bank

Dave Duchaj

Senior Vice President, Information Technology Services