Case Study: Old Line Bank automates new account opening with Laserfiche

How Old Line Bank Automates New Account Opening with Laserfiche

Old Line Bank was struggling with a slow, error-prone new account process that relied on paper applications sent by mail or fax from branches to the main office, leading to lost documents and long delays. The bank needed a way to centralize records, speed processing, and improve accuracy and security across departments.

By scanning documents into Laserfiche at the branch, tagging them with metadata and using Laserfiche Workflow to route items to the correct teams, Old Line Bank automated approvals and notifications and gave staff immediate web access to customer folders. The change sped up account openings, made client records available at any branch, simplified audits by consolidating requested files, and restricted access to only the metadata and documents employees need.

Old Line Bank

Patsy Brizard

Assistant Vice President