Case Study: The First, N.A. achieves enterprise-wide, real-time document access and workflow automation with Hyland OnBase

Through core conversion and merger, bank sticks with solution that evolves with it

The First, N.A., a $1.5 billion community bank with 16 locations, faced growing pains after rapid expansion and a merger left branches spread across large distances and reliant on couriers. Core conversions and lost or delayed documents hampered customer service, slowed loan and account processing, and created compliance risks that called for real-time, reliable access to records.

The bank implemented OnBase (with Latitude 44) as an enterprise document repository and workflow engine, integrating it with the Jack Henry SilverLake core so branches scan and ingest documents into a central system. This delivered instant access from within core screens, automated routing and indexing, faster online application turnaround (hours vs. days), reduced paper storage and compliance exposure, and a scalable solution that evolves with the bank.

The First, N.A.

Tammy Plummer

Senior Vice President