This major West Coast Regional Bank offers investment and insurance products through over 900 branches across multiple states. A small, internal team of system experts had successfully managed the bank’s IT through several years of growth. However, growth plus increased regulatory burdens soon posed challenges that required outside help. The Bank searched for a resource that could supply robust solutions to help handle rapid growth, complex commission structures, maintain compliance, and manage referrals. They selected EAI Information Systems.
In partnership with EAI, the Bank sought to:
Together, the Bank and EAI began customizing and implementing EAI modules for Compliance, Commissions, and Referral Management. The new modules allowed this large regional bank to: