Case Study: Amarillo National Bank streamlines mutual fund screening and saves time with YCharts

YCharts helps ANB to streamline and facilitate mutual fund screening investments

Amarillo National Bank (ANB), the largest family-owned bank in the nation, needed a better way to handle mutual fund screening, reporting, and client communications. Its investment team was spending too much time manually building error-prone Excel reports with its previous research platform, Zephyr, and wanted a more efficient, future-ready solution. YCharts provided the research and modeling tools ANB was looking for, including an Excel Add-in and customizable dashboards.

With YCharts, ANB replaced much of its manual workflow and quickly got up and running with three licenses for its team. The YCharts Excel Add-in, fund screener, and dashboard customization features helped the bank create visuals more easily and update models with a single click. As a result, processes that once took a full day now take only minutes—or about 20 minutes to run the numbers—giving the team more time to focus on clients and growing assets under management.

Amarillo National Bank

DJ Hunt

Vice President and Investment Officer