Case Study: Civista Bank achieves faster access to information and improved customer service with OnBase

Growing bank digitizes processes and enables continuous improvements to customer service

Civista Bank, a growing bank, needed to remove communication barriers and speed access to documents and customer information across consumer lending, commercial lending, retail banking, and private banking. The bank turned to OnBase, using its document management and workflow capabilities to improve day-to-day access to information and support faster, more continuous customer service.

OnBase helped Civista Bank quickly implement a solution that lets employees pull up documents while on the phone with customers, giving them a more fluid transaction and saving time. With OnBase electronic workflow and WorkView, staff gained visibility into project pipelines, deadlines, and bottlenecks, while integration with Civista’s core Jack Henry system provided immediate access to key records like driver licenses and signature cards.

Civista Bank

Pushma Vasilevski

Associate Vice President And Project Manager