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

Terms and Conditions

close

Resources

Solution

DNA Platform

DNA® from Fiserv is a modern, flexible, real-time account processing platform with a unique open architecture and a person-centered data model. It helps financial institutions operate more efficiently, capture complete customer relationships and adapt to changing business needs.

Learn more

Share this page: