Recognizing the growing significance of efficient document management in today’s digital landscape, Ledyard National Bank sought a solution that seamlessly integrated with existing systems and maximized operational effectiveness. By partnering with COCC, a trusted provider of advanced fintech solutions, and harnessing the power of Identifi, Ledyard National Bank achieved a tightly integrated document management and eSignature solution tailored to its unique requirements. This transformative collaboration has empowered Ledyard National Bank to streamline document handling processes, optimize workflow efficiency, and provide an elevated customer experience.
Through tight integration between Identifi and COCC’s core solution, INSIGHT, Ledyard National Bank welcomes a paradigm shift in managing, storing, and signing electronic forms or documents then previously before. A standout feature of Identifi is its robust eSignature capabilities, enabling Ledyard National Bank to digitize paper-based processes and expedite customer interactions. By leveraging remote electronic signatures, Ledyard National Bank has significantly reduced the time and effort required for document approvals and signings, resulting in a streamlined and efficient workflow. Customers can now conveniently sign documents from anywhere, eliminating the need for physical paperwork and enhancing the overall customer experience.
Always seeking ways to improve the customer experience, Ledyard has also automated the capture and storage of electronic documents generated through INSIGHT by eliminating the tedious process that required staff to print, sign, scan and then upload all documentation. Enhancing this process through Identifi and eSign, Ledyard can streamline their procedures by having their customer sign directly on a topaz signature pad, which requires no printing, and the electronic document is stored automatically significantly reducing the risk of errors. This automated process ensures secure storage and enables easy access to critical information wherever and whenever needed.
In addition to its seamless integration and advanced eSignature capabilities, Identifi empowers Ledyard National Bank to define custom workflows aligned with its specific business units. Ledyard National Bank has implanted 3 workflows during integration that has brought efficiencies to the accounts payable process, plans for additional workflows are already in the works. Open enhancements like these will enable the bank to automate document routing, approvals, and other operational tasks, reducing manual intervention and enhancing overall efficiency. With Identifi, Ledyard National Bank gains a powerful tool to optimize internal operations and deliver faster, more efficient services to customers.
“We are extremely excited about our collaboration with Identifi, which has swiftly yielded significant efficiencies from the outset, with further enhancements on the horizon.” States Sue Fernald EVP, Chief Risk Officer of Ledyard National Bank “Identifi seamlessly integrated their solutions, and their team’s support has been exemplary. Combined with COCC, this partnership holds immense potential for streamlining client interactions. We are eager to leverage our synergy to maximize value and provide unparalleled service.”
COCC’s partnership with Identifi has provided Ledyard National Bank with a cutting-edge document management solution that perfectly aligns the mutual goals of enhancing efficiency, improving customer experience, and maintaining regulatory compliance. The successful implementation of Identifi underscores COCC’s commitment to delivering innovative technology solutions that empower community banks to thrive in the digital era.
About Ledyard National Bank
Ledyard National Bank is a full-service bank, including a $1.9 billion wealth management division, Ledyard Financial Advisors. With eight locations in New Hampshire and Vermont, Ledyard helps individuals and businesses make clear, confident decisions about how to save, borrow, and manage their finances. Ledyard’s unique combination of expert advice, leading-edge financial solutions, and personal attention represent the highest standard of client advocacy and responsiveness. For more information, please visit Ledyard.bank
About Identifi
Identifi; the developer of the iDentifi business process automation software offers workflow, esign, ereceipt, tracking, scan, report archival and more in a hosted environment. Identifi is seamlessly integrated with Insight and other COCC products. We address today’s regulatory challenges with built-in security, document retention compliance, records management and archival.
About COCC
COCC, a recognized leader in delivering innovated comprehensive technology and partnerships, offers feature-rich, modern standards-based core and digital banking solutions, combining intuitive user experiences and APIs to streamline advanced fintech integrations. COCC clients leverage a complete suite of modern financial technology solutions. COCC has been client-owned for over 50 years, acting as a partner to clients with an unmatched focus on service to help community banks and credit unions meet their unique and ever-changing needs. To learn more, visit cocc.com.
