How Shore United Bank Extended the Branch Beyond Its Walls
Delivering faster service, stronger relationships,
and new mobility across every channel.
- Bankers open and service accounts anywhere
- Business bankers meet clients on-site
- Contact center supports remote customers
Legacy, desktop-only systems were limiting Shore United's ability to serve customers where they wanted to be served.
Each account required scrolling through dozens of irrelevant fields and manual data entry. Procedures had to be written for every workflow, and training was technical, time-consuming, and rigid. Shore United needed a platform that could bring mobility, simplicity, and customer focus to every interaction.
The Solution:
SNAP transformed every step of the account-opening process—combining automation, procedural compliance, and usability in a single platform.
Key Benefits
- Mobile tablets enable branch + off-site account opening
- Guided workflows eliminate manual procedures
- Seamless Jack Henry SilverLake and Synergy integration
- Remote eSign and automatic document archiving
- Intuitive design for both new and experienced bankers
Measured Results
Within Six Months of SNAP Rollout
| Metric | Before SNAP | After SNAP | Change |
|---|---|---|---|
| Account Mobility | Branch-only desktops | Branch + off-site tablets | ↑
+100% reach
|
| Teller Cross-Training | Limited | Widespread | ↑
Significant
|
| Consumer Account Opening | 30-40 min | 10-15 min | ↓
~65%
|
| Document Exceptions | Frequent | Moderate | ↓
~50%
|
| QC Reviews / Manual Corrections | Frequent | Minimal | ↓
~65%
|
LOGO
Manual Processes Holding Back Growth
"Our previous platform lacked intuitiveness. Regardless of the account type, the same fields appeared, forcing staff to know what to skip. Every process required detailed written procedures just to navigate the system."
— Misty, SVP / Director of Branch OperationsStrategic Impact:
SNAP transformed Shore United's culture from process-driven to customer-focused. With process automation, training shifted to relationship-building. Tellers now use tablets to perform maintenance tasks without leaving the customer's side. Business bankers open accounts directly at client offices, strengthening relationships and accelerating onboarding—all while the contact center uses SNAP to serve remote customers with the same consistent, compliant workflows.
"SNAP has redefined how Shore United serves customers—replacing stationary desktops with mobile tablets and empowering bankers to meet clients wherever they are. This flexibility expands our reach and strengthens relationships beyond the branch."
— Misty, SVP / Director of Branch OperationsResults Within Six Months
Shore United Bank was fully operational and achieving measurable impact
"The system is so intuitive that training time has been cut dramatically. New hires can open accounts confidently within days, not weeks."
— Misty, SVP / Director of Branch Operations