Case Study: California Business Bank achieves greater efficiency with Banker’s Toolbox Hosted Services

How Hosted Services Creates Efficiency Across the Company

California Business Bank, an Irvine-based financial institution, needed a better way to manage its BSA/AML software, BAM+, without waiting on a busy IT department for upgrades. BSA Officer Mona McGrury wanted access to the latest features and functionality, but on-premise software maintenance was slowing productivity and limiting efficiency across the bank.

Banker’s Toolbox solved the issue by moving California Business Bank to its Hosted Services model, taking over software upgrades, application monitoring, preventative maintenance, and server oversight. The result was faster support resolution, less dependency on IT, lower hardware and maintenance burden, and greater efficiency for both the BSA and IT teams; Mona said the time savings were “exponential,” and the bank gained a scalable solution that grows with its needs.

California Business Bank

Mona McGrury

BSA Officer