Case Study: First Citizens Bank achieves 50-70% committee efficiency gains with OnBoard Board Management Software

First Citizens Bank - Customer Case Study

First Citizens Bank needed a better way to manage board and committee materials, especially since board members didn’t have access to the company intranet and paper-based processes were creating extra work. The bank turned to OnBoard Board Management Software, which provided an intuitive platform for organizing and sharing board information more efficiently.

OnBoard Board Management Software helped First Citizens Bank eliminate “chasing paper around” by publishing materials in advance and keeping everything in one secure place. The loan committees saw an estimated 50–70% efficiency gain, while board members benefited from a more consistent, higher-value experience with secure access to important documents through OnBoard’s resources folder.

First Citizens Bank

Sarah Nielsen

Chief Financial Officer