Case Study: Origin Bank achieves scalable, forward‑thinking strategic planning with AchieveIt

Origin Bank Steps Up Its Strategic Planning - Customer Case Study

Origin Bank, a regional bank operating across 6 regions and 40 banks and managing $3.8 billion in assets, faced a cumbersome, siloed strategic-planning process built on individual Excel workbooks that produced retrospective meetings and limited real-time visibility. To modernize and scale its planning, Origin Bank adopted AchieveIt’s Execution Insight Platform.

AchieveIt deployed features like SmartAlerts™, MeetingManager™ and InsightDashboards™ to automate update reminders, centralize plan visibility and keep quarterly meetings forward-focused. The result was a dramatic increase in insight into plan progress, better cross-department accountability, and more actionable, on‑track initiatives—allowing Origin Bank’s leaders to move from compiling spreadsheets to driving forward-thinking execution with AchieveIt.

Origin Bank

Regina McNeil

Senior VP Of Market Analytics And Strategic Planning