CASE STUDIES

• Northwest Saving Bank
• Broadway National Bank
• United Nations Federal
  Credit Union

INSTITUTION: Broadway National Bank, San Antonio, Texas

ASSET SIZE: $2 billion

KEY CHALLENGES:

• Inability to generate branded, visually appealing statements and notices for
  both deposits and loans through a single solution
• Loan statements could only be provided in an unbranded, bland ASCII text format
• Could not customize communications or add any other information beyond what
  was available in the statement file, resulting in the need for multiple mailings and
  costly inserts

RESULTS:

• All deposit and loan statements and notices now produced through a single
  solution provider
• Flexibility to easily access data from multiple sources and create customized
  statements at the individual customer and account levels
• Ability to incorporate multiple messages into a single document; any information
  residing in the core system or across the bank’s enterprise can be accessed to
  create consolidated, efficient, personalized customer communications
• Solution capabilities reduced statement production cycle by an estimated 75%,
  translating into significant cost savings

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