Like many financial institutions, Southwestern National Bank adopted a loan origination system to streamline its processes as it grew and expanded across Texas and California. But even with automation easing the load, it was a challenge to extract meaningful information and create the reports that their regulators needed to see. Southwestern National Bank turned to Abrigo Connect for help. Abrigo Connect is a banking intelligence solution that brings banks' data together in one platform – without expensive data scientists or complex technical infrastructure.
Abrigo Connect speeds up reporting for Southwestern National Bank
The Abrigo Connect reporting advantage
Insights that matter, all in one place
“Connect has been very intuitive. Changing the report parameters and filters is easy, and what would have taken hours or a whole workday takes minutes.”
Ralph Kramer, Chief Credit Officer, Southwestern National Bank
Seamless, universal access to dashboards
Being able to stay inside the Abrigo system and manage data efficiently was the driving factor behind Southwest National’s decision to use Connect. The ability to generate reports not just for portfolio management but also for updating the board, providing details to regulators, and looking at staff performance with a few clicks saved Chief Credit Officer Ralph Kramer time and headaches.
Kramer also loved that Abrigo Connect crosses over from the bank’s LOS system to its anti-money laundering software, Abrigo’s BAM+ system. The birds-eye perspective helps Kramer do even more detailed reporting. And the workflow insights Connect provides can help staff improve their workflow by showing where projects tend to get stuck.
Download the case study to read more.
