Case Study: One of the Largest U.S. Financial Institutions achieves faster report access and reduced costs with Systemware

Bank Transforms Document Management with Systemware

Largest Financial Institution, a major U.S. bank serving customers across 15 states in the South and Midwest, sought to modernize its document management after relying on CA View/Deliver. The legacy system caused high storage and licensing costs, slow capture and retrieval, and an outdated, non‑web user interface, so the bank selected Systemware to replace CA View/Deliver with a more modern document management solution.

Systemware implemented a platform that keeps all historical reports online (eliminating archiving), enables data extraction to multiple formats, offers on‑the‑fly indexing and filtering, automates report delivery, and provides a user‑friendly web interface. As a result, Systemware helped the bank significantly reduce storage and maintenance costs, speed up report capture and retrieval for real‑time access, streamline workflows through automation, and improve employee productivity and the overall user experience.