Client Result | FirstBank of Puerto Rico

Transforming FirstBank’s Commercial Lending Process

Revolutionizing commercial lending through digital innovation

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Modernizing Commercial Banking

FirstBank partnered with West Monroe to transform its commercial lending processes across Puerto Rico, Florida, and the Eastern Caribbean. Confronted with outdated workflows and siloed systems, the bank sought to modernize its approach to enhance operational efficiency and customer experiences.

Leveraging our extensive experience with other banking clients, we advised FirstBank on industry-leading practices and how to adapt these insights to meet customer expectations. This knowledge shaped our approach—leading to the discovery, design, and implementation of an integrated nCino and Salesforce solution.

The result? A streamlined, end-to-end commercial lending platform that accelerates loan processing, improves transparency, and boosts employee engagement. Our relationship flourished through close collaboration—ensuring a seamless, impactful transformation. The nine-month project is expected to deliver significant improvements, including estimated 25-30% efficiency gains as well as anticipated boosts of 15-20% in customer satisfaction and 18% in employee satisfaction.

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    25-30%

    estimated efficiency gains across the front and middle office

  • Increase Customer Satisfaction_.svg
    15-20%

    expected improvement in customer satisfaction scores

  • Increase Employee Satisfaction_.svg
    18%

    expected improvement in employee satisfaction scores

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I have witnessed your professionalism, creativity, and problem-solving abilities first-hand. You have shown a remarkable level of teamwork, communication, and flexibility throughout the project. I am proud to be part of this amazing team and I look forward to continuing our partnership in the next phases of the project.

Juan Carlos Pavia

EVP, Chief Credit Officer

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