First United Bank and Trust Success Story

U.S. Bank Streamlines Case Management for Enhanced Service

First United Bank and Trust automates customer-facing operations, unifies employee efforts with OpenText BPM solutions

“The OpenText BPM platform has led us to substantial business improvements and ultimately better service as we continue to grow and help our customers achieve their financial goals.”

— Bryan Wandel, Director of IT, First United Bank and Trust

Challenge

• Inefficient paper-based processes
• Poor visibility into business data
• Compliance challenges

Solution

• OpenText Case360

Value

• Improved customer service
• Unified business operations
• Increased ability to scale and respond to changing market conditions and government regulations

About the Organization

First United Bank and Trust is one of the largest privately held community banking organizations in the United States with 650 employees serving approximately 75,000 customers in 41 community banking centers and mortgage offices in 30 communities across Texas and Oklahoma. With a focus on high-quality, personal service, First United Bank and Trust offers a comprehensive range of financial services, including retail and commercial banking, mortgage, wealth management, and insurance. For more information, visit: www.firstunitedbank.com.

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