Selecting an Account Processing Platform to Support Rapid Growth and Expanding Customer Needs at Heritage Bank

In the midst of several mergers and acquisitions, Heritage Bank needed a new account processing platform to support its growth strategy. It found it in the DNA account processing platform from Fiserv.

Challenge

Heritage Bank needed a scalable and modern account processing platform to standardize the operations of numerous acquired financial institutions and facilitate future growth.

Solution

Heritage Bank selected the DNA account processing platform from Fiserv, along with Opencheck™, Digital Document, tMagic™, Voice Response and five solutions from the CRM and Business Intelligence suite.

Proof Points

  • Achieved scalability to support future growth
  • Completed conversion in eight months, including merging two additional banks onto new DNA platform
  • Replaced three separate loans systems with one, adding the ability to do Master Line processing
  • Gained 360-degree view of customer relationships
  • Introduced state-of-the-art technologies to help customers streamline their businesses and processes
  • Country
  • United States
  • Solution
  • Bank Platforms
  • Industry
  • Banks, Credit Unions
  • Published
  • August 2014