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Podcast: How Oconee State Bank modernized its back-office compliance processes

Sep 07, 2021
By: Terry Ammons

To compete and grow in a changing landscape, financial institutions must invest in people and technology. One key area your institution can focus on is automating key regulatory compliance requirements.

How can you do this effectively?

That’s what Wipfli partner Terry Ammons asks Dheeraj Singal, founder & CEO of FINBOA, which provides financial back office automation software.

Plus, Terry talks to Marisa Reynolds, Senior Vice President of IT/OPS/Digital Transformation at Oconee State Bank, and colleague Jennifer Rudd, Vice President, Director of Deposit Operations, about how they used FINBOA to reduce the amount of time it took to file consumer disputes by over 80%.

Listen now to learn more about Oconee State Bank’s back office automation process and their before-and-after results.

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Terry Ammons, CPA, CISA, CTPRP
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