Case Study: First Business achieves faster onboarding and greater efficiency with Galvin Technologies and Salesforce Lightning

First Business cuts onboarding time by 33% with Galvin Technologies

First Business, a bank focused on business owners, faced a complex and inefficient client onboarding process slowed by heavy paperwork. They sought an automated and scalable solution and enlisted Galvin Technologies to implement Salesforce Lightning to improve this key experience.

Galvin Technologies implemented Salesforce Lightning to automate workflows and integrate a document generation tool with DocuSign. This streamlined the management of nearly 40 legal documents and created visibility into client status. As a result, First Business made its onboarding process 33% faster, reduced manual errors, and built a scalable solution that other departments are eager to adopt.

First Business