Case Study: American National Bank of Texas achieves 2–3 week allocation reduction and 0.5 FTE labor savings with Strata Decision Technology's Axiom

American National Bank of Texas Saves Time and Labor with Efficient Financial Planning

American National Bank of Texas faced rapid growth and an increasingly complex mix of consumer, mortgage, commercial, and wealth management businesses that outgrew its legacy budgeting tools. To gain flexibility, scalability, and deeper financial insight, the bank implemented Strata Decision Technology’s Axiom™ suite—Axiom™ Funds Transfer Pricing (FTP) and Profitability, Axiom™ Planning, and Axiom™ Reporting & Analytics.

Strata Decision Technology’s Axiom solutions sped monthly allocations from days to minutes, cut the allocations process by 2–3 weeks annually, shortened FTP simulation testing from about a week to 1–2 days, and reduced monthly planning from 7–9 days to roughly 2–3 days, saving the bank the equivalent of one-half FTE per year. The tools also delivered faster reporting (weeks to about a week), richer margin and product-level insight, and broader budget visibility across the organization.

American National Bank of Texas

Enrique Gonzalez

Vice President — Financial Planning & Analysis Manager