Community bank and trust uses digital workspace solutions to connect employees and customers across channels, deliver superior experience
The move toward digital banking has been on for years. But banking is a business of relationships, and to build and maintain them, institutions must still connect in personal ways. The COVID-19 pandemic hasn’t made this easy. But innovative institutions like Altamaha Bank & Trust are using digital workspace solutions from Citrix Systems, to meet its customers where they are and deliver the superior services they have come to expect.
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“It was yet another set of credentials for customers to remember and difficult to use”
“As a community bank, relationships are the key to our success,” says Shan Venable, Chief Technology Officer, Altamaha. “We know our customers and their families, and our employees must be equipped with the tools they need to engage them at a highly personal level.”
Enabling Work from Anywhere
In 2014, Venable set the wheels in motion on an aggressive plan to digitize Altamaha’s operations and mobilize its team. “Our employees meet customers when and where it is most convenient for them – in their homes, their place of business and even Little League fields – and they need to be able to access the banking apps and information they need to provide services in a secure and reliable manner,” he says.
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Enter Citrix. With the help of Citrix Certified Technology Partner Conversant Group, Altamaha implemented Citrix® Virtual Apps and Desktops™ and Citrix ShareFile® alongside Citrix ADC™ and Citrix Endpoint Management™, creating a unified digital workspace through which it can deliver all the tools its employees need to work anywhere, anytime from any device.
Seeing the Future
While designed at the time to keep pace with shift toward digital banking, the move proved to be prophetic when COVID-19 hit and the bank was forced to close physical branches and equip employees to work from home.
“With Citrix, our team doesn’t have to be tethered to the old desktop work environment,” Venable says. “I can give them a mobile device and they can get to everything they need from wherever they are at and work as if they were in the branch.”
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