Case Study: American Bank of Texas achieves secure instant access, regulatory-compliant e-statements and lower costs with Systemware

Create Competitive Differentiation, Increase Marketing Channels, Enhance Customer Service, and Reduce Costs

American Bank of Texas, a privately owned financial institution with more than $1.1 billion in assets serving north Texas and the Dallas metro area, faced limitations from its legacy document management system: no secure electronic delivery or online statement access, statements that were not federally compliant, poor search and discovery, and no workflow capabilities—forcing reliance on email, fax and courier. After an extended RFP process ABT selected Systemware software as its enterprise content management (ECM) solution to address these gaps.

Systemware implemented its ECM platform—integrated with Jack Henry Silverlake and Q2 Internet Banking—providing scanning, transformation, distribution, storage, retrieval, presentment and email archiving. As a result, ABT gained instant, secure access to statements and documents across all locations, multiple years of statement history on its website, a significant rise in electronic statement users in the first year (substantially reducing distribution costs), federal compliance for e-statements, and powerful indexing and discovery that streamlined document retrieval and customer servicing. Systemware remains ABT’s primary document-management platform.

American Bank of Texas

American Bank of Texas