Customer Success
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Improved Access
For Citizens Business Bank, responding to regulatory audits was becoming increasingly time consuming and costly. They needed a system that was far easier to use than their core banking system for supporting these processes. CogniVision’s intuitive interface was quickly adopted and is used by both internal operations and auditors to solve this challenge.
Challenges:
• Costly regulatory audit processes
• Improve client service while minimizing cost of operations
• Need for a compliant records process
• Offsite storage of paper
• Documents in Fiserv Director hard to find
• Remote requirements due to Covid restrictions
Results:
• Digitized documents
• Easy access to documents across multiple sources
• Able to handle remote work during Covid
• Ability to manage audit process effectively
Integrations:
• Fiserv Director
• Microsoft SharePoint
• Shared drives
