Isabella Bank was seeking a user-friendly, integrated process management platform that would further automate its existing workflows and identify new ways to standardize business processes. The bank migrated to jhaEnterprise Workflow and realized significant efficiency improvements through the solution's seamless integration with Jack Henry Banking's Synergy Enterprise Content Management™ platform and SilverLake System® core technology.

According to Amy Vogel, vice president and chief risk officer for Isabella Bank, "When Jack Henry Banking first introduced us to jhaEnterprise Workflow, we viewed it as an opportunity to improve efficiency and, indirectly, customer service, without overhauling a customer-facing technology. We are now able to handle growth and increasing compliance demands without adding staff."

The bank's paper documents are converted to digital files, which improves process consistency and reduces the risk that files could be lost or mislabeled. The integration between systems helps ensure that documents immediately enter the workflow process and receive all necessary approvals and signatures in a timely manner. This allows customer needs such as account openings and change approvals to be fulfilled faster because the process begins instantly instead of waiting for documents to be delivered at the end of the day. Training has also been simplified as procedures have been standardized across operational areas.

Vogel continued, "From new account opening to audit preparation and lending automation, the platform has helped us save time and develop more consistent procedures. The success of this initiative is largely due to Jack Henry Banking's close work with our team to identify processes that could utilize the integration with other systems and replace manual activities with automated ones. Their team was supportive and thorough in their training and education efforts, leaving us well-prepared to continue improving our operations through the use of workflow technology."

Stacey Zengel, president of Jack Henry Banking, said, "Efficiency is vital in today's banking environment as management teams must focus on growth while handling rising compliance pressure. Our jhaEnterprise Workflow system was designed to help banks reduce their reliance on unnecessary manual processes to realize cost and time savings. This technology, combined with the expertise of the Jack Henry Banking team, are important tools for institutions such as Isabella Bank. We look forward to continuing our work with Isabella Bank as they use automated workflow and deep integrations to improve operations and customer service."