Case Study: Atlantic Capital Bank minimizes compliance risk and manual work with insightsoftware

Atlantic Capital Bank Minimizes Compliance Risk and Manual Work with insightsoftware

Atlantic Capital Bank, a growing regional bank preparing for acquisition and an eventual IPO, faced rising compliance and accounting risk from managing employee equity plans with spreadsheets and paper. To replace error-prone manual processes and support combined plans after acquiring FSG Bank, Atlantic Capital Bank selected Certent Equity Management from insightsoftware.

insightsoftware implemented Certent Equity Management to automate plan administration, provide a participant portal for electronic award acceptance, and produce accurate data for internal and SEC reporting. The system is used weekly, enabled the finance team to stay lean (avoiding the need to hire an additional headcount), simplified setup of complex awards like hybrid performance shares, and materially reduced manual work and compliance risk while providing ongoing expert support from insightsoftware.

Atlantic Capital Bank

Shannon Morrison

Senior Vice President and Director of Risk Analytics