Case Study: First Choice Bank achieves faster service and streamlined records management with Laserfiche

First Choice Bank Leverages Technology to Be First in Speed, Service, and Solutions

First Choice Bank, a community bank headquartered in Cerritos, CA, needed to stay competitive while remaining “First in Speed, Service, and Solutions.” As the bank grew and faced pressure from larger institutions, it struggled with scattered paper records, slow document retrieval, compliance demands, and the need to free staff time for customer-facing work—challenges made more urgent by acquisitions and the shift to remote work.

First Choice deployed Laserfiche electronic records management and business process automation to centralize and standardize records, automate classification and workflows, and strengthen information governance. The bank achieved faster document access, cleaner audits, preserved record integrity, uninterrupted operations during COVID (including rapid PPP response), improved customer responsiveness, and a scalable platform for expanding automation into compliance and loan servicing.

First Choice Bank

Lorraine Lee

Chief Strategy Officer and Head of Commercial Banking