We are thrilled to announce our partnership with Valliance Bank!
Oklahoma City, OK based, Valliance Bank is dedicated to building efficiencies within its day-to-day processes and enhancing communication across its various departments. Chief Operating Officer Lori Elms expressed enthusiasm for Teslar Software's platform, highlighting its ability to streamline workflows and bridge communication gaps within the bank.
"The initial driver for seeking a platform like Teslar was to improve our exceptions process, particularly on the retail side," said Elms. "We realized quickly that Teslar offered much more than just an exceptions solution. Its workflow tools will allow us to automatically send notices to customers, notify staff when tasks are pending, and provide comprehensive reporting that closes the communication gaps between departments. This eliminates the need for countless calendar reminders!"
The bank is also looking forward to implementing more workflow processes in the future to guide loans through every stage of origination, simplifying audits and ensuring compliance. The comprehensive, centralized platform offered by Teslar Software will enable Valliance Bank to access information easily, reduce manual effort, and maintain efficient staff ratios.
Leave a Comment