Case Study: Major Financial Institution achieves faster compliance and more efficient operations with Systemware

A Systemware Case Study

Preview of the Major Financial Institution Case Study

How the Systemware platform helped a major financial institution modernize their content management

Major Financial Institution, a billion-dollar community bank, needed a better online strategy, secure electronic delivery, stronger compliance support, improved search for legacy mainframe reports, and more efficient workflow than email, fax, or courier. Systemware’s Enterprise Content/Report Management (ECM/ERM) platform was brought in to consolidate and modernize these content systems.

Systemware implemented ECM/ERM capabilities to connect account and customer records, provide compliant online statement access, improve search and indexing, and streamline data handling across storage, retrieval, distribution, and presentation. The results included a 600% increase in electronic statement users in the first year, lower distribution costs, faster branch cash balancing, improved operational efficiency, and better customer satisfaction.


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