First Oklahoma Bank Success Story

First Oklahoma Bank Boosts Efficiency with Back-Office Automation

Bank Transforms Disputes and Treasury Onboarding

When manual processes began slowing down payment disputes and treasury onboarding, First Oklahoma Bank turned to FINBOA to streamline operations. By implementing Payment Disputes with AutoDecision and Treasury Onboarding, the bank automated key workflows, reducing resolution times, improving compliance, and increasing scalability. 

Today, many disputes are resolved the same day, 33% of cases are fully automated, and treasury onboarding is faster, more efficient, and fully digital. 

The Challenge: Manual Processes Limiting Efficiency and Scalability

First Oklahoma Bank’s legacy workflows created operational bottlenecks and compliance risks across two critical areas:

Payment Disputes Challenges

• Lengthy resolution times (15-45 days)
• Manual, paper-based tracking systems
• Limited visibility for staff and customers
• Inefficient handling of low-volume disputes

Treasury Onboarding Challenges

• Time consuming email driven processes
• Delays in implementation, underwriting and approvals
• Lack of real-time status visibility
• Limited scalability without adding staff

A Closer Look: Read the Full Case Study

Automation has enabled First Oklahoma Bank to eliminate inefficiencies, reduce reliance on manual processes, and improve both staff productivity and customer satisfaction. Disputes that once took weeks are now resolved in hours, or instantly, while treasury onboarding has shifted from a fragmented, manual effort to a seamless digital experience.

By embracing automation across back-office operations, First Oklahoma Bank has strengthened compliance, reduced operational risk, and positioned itself for continued growth.