Fidelity Bank

About Fidelity Bank

Fidelity Bank is a mutual institution chartered by the Office of Financial Institutions (OFI). The purpose of the savings and loan industry was to give people a safe place to save money and to provide funds for housing. At Fidelity, their mission is to remain the long-term institution of choice in the marketplace. They seek to continually improve and enhance their rich heritage of over 100 years. “Here for Good” means helping families and businesses thrive in the communities they serve.

The Experience

Fidelity Bank was entering and processing their HR services in house. Realizing this couldn’t be viable in the long run, they began looking for a system that is integrated, easy to use and could automatically pull reports. Prior to Netchex, Fidelity Bank did not have easy access to their data and often had to compile their reports using massive, complicated spreadsheets. Fidelity also used several systems to manage employee records, resulting in duplicate data entry for Human Resources personnel, and branch managers not having the information they needed to make timely decisions.

Business Impact

Fidelity Bank management can run common or custom reports in just minutes without having to rely on their individual branches to mail in this information. Whether they need text or excel reports, cross-year or department totals, it is now simple to compile and sort information and run comprehensive reports using the Netchex system than hand-tallying and organizing.

Netchex automated alerts put PTO requests, upcoming reviews, expiring licenses and even employee birthdays right on the manager’s home screen. When managers approve a PTO request or complete an annual review, the information is tracked in one system. With the employee self-service portal, employees can see their PTO balance or pull their paystub without having to go through their manager.

Why You Should Consider Netchex

Moving to Netchex’s integrated, web-based system allowed Fidelity’s corporate office and branch managers to communicate more effectively, knowing that both parties had access to the same, accurate and up-to-date information. Utilizing several of Netchex’s services keeps Fidelity’s data secure, comprehensive and organized without the pains of individual branch submissions, decreasing the likelihood of man-made errors.