Case Study: Southwestern National Bank achieves minutes-long reporting and streamlined portfolio oversight with Abrigo Connect from Abrigo

Abrigo Connect speeds up reporting at Southwestern National Bank

Southwestern National Bank, which grew from $350 million in assets in 2016 to nearly $1 billion by 2022, faced manual, spreadsheet-driven reporting that could not scale with its growth. The bank wanted an end-to-end system to improve back-office workflows and leverage existing staff rather than add headcount, and had already been using Abrigo’s loan origination system (LOS) after working with Abrigo on PPP loan management.

Abrigo delivered that capability with its LOS and Abrigo Connect (which links across to Abrigo’s BAM+ anti‑money‑laundering system), giving Southwestern National Bank fast, intuitive, cross‑system reporting and workflow visibility. As a result, key reports that once took hours or a full workday now generate in minutes (custom geographic concentration reports appear in seconds), lender dashboards centralize portfolio views, and workflow insights have enabled more proactive portfolio management.

Southwestern National Bank

Ralph Kramer

Chief Credit Officer