Case Study: Leading Community Bank achieves 600% increase in electronic statement users and secure, compliant online access with Systemware

Systemware Helps Bank Improve Online Security, Statement Access and Customer Satisfaction

Leading Community Bank, a billion-dollar community bank, struggled with a limited online strategy because electronic statements were not compliant with federal regulations, search and discovery in its legacy cold storage were poor, and its ECM lacked workflow—forcing reliance on email, fax and courier. The bank engaged Systemware and its enterprise content management (ECM) technologies to provide immediate, secure access to customer statements, account records and reports.

Systemware implemented an integrated ECM platform—handling scanning, transformation, indexing, storage, workflow and online delivery and integrating with the bank’s online portal and email archives—giving customers instant access to years of statements. The deployment drove a 600% increase in electronic statement users in the first year, significantly reduced distribution costs, automated branch cash balancing from three hours a week to minutes, and became the bank’s primary data-management platform, improving operational efficiency and customer satisfaction.