Case Study: Stellar Bank accelerates merger and gains agility and cost savings with Smartsheet

Stellar Bank - Customer Case Study

Stellar Bank, formed by the merger of Allegiance Bank and CommunityBank of Texas, needed to rapidly integrate two inconsistent IT and business environments so the combined organization could deliver a consistent “white glove” customer experience. With time tight and data spread across error-prone spreadsheets, emails, and disparate systems, Stellar faced regulatory constraints that made traditional IT changes slow and risky.

Stellar used Smartsheet (WorkApps, Bridge, Data Shuttle, Data Mesh) to run the merger program, automate processes, and connect applications without altering audit structures. The platform enabled rapid PPP loan processing, faster approvals and quarterly closings, and replaced multiple third‑party apps—reducing costs and boosting agility. Results included dramatic time savings (quarterly closings from 120 days to 7, approvals from ~10 days to 1), fast adoption (active use jumped sharply), and a stronger customer reputation.

Stellar Bank

Jason Trevino

Senior VP and Director of Enterprise Technology Solutions