Case Study: D.L. Evans Bank improves customer service with Laserfiche

How D. L. Evans Bank Improved Customer Service with Laserfiche

D. L. Evans Bank, a leading bank in Idaho, faced a challenge with its paper-intensive processes. When customers reported lost or stolen credit cards, the method of manually filling out forms and faxing them between branches and the head office was inefficient. To address this, the bank turned to vendor Laserfiche and implemented its Laserfiche Workflow and ECM system to automate and digitize these procedures.

The solution involved replacing paper forms with fillable PDFs processed by Laserfiche Workflow. The system automatically populated form fields with CRM data, created service tickets, and routed the documents for electronic approval, eliminating manual faxing and emailing. As a result of implementing Laserfiche, the bank significantly reduced its audit process time from six weeks to two, improved the timeliness of issuing new credit cards, and enhanced overall customer service through quicker document retrieval.

D.L. Evans Bank

Tato Munoz

IT Director