Case Study

Account Opening Automation at Wilson Bank & Trust

Account Opening Automation at Wilson Bank & Trust

Pages 4 Pages

The bank was established in 1987 and has about $3.9 billion in assets, with 29 offices in middle Tennessee to provide personal and professional service in a hometown setting. One of the top banks in the South with respect to stability, products, technology, growth, and earnings. It offers a full range of financial products, including secondary market mortgage loans and mobile and online banking services. Account Opening Automation at Wilson Bank & Trust About Wilson Bank & Trust Reduces account opening TAT from days to 15 minutes Expects 10X increase in new accounts from online channels Improves employee productivity by 300% Manual hand-offs prone to errors Lengthy process cycle time Inconsistent onboarding experience across products High abandonment rates Lack of integrat

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