TIB serves more than 1,600 independent community banks across the United States, delivering innovative solutions and analysis of banking products. Following the acquisition of Bequeaith Banking Solutions, LLC, the company realized it had a unique opportunity to completely rebuild its client service model for the combined wholly-owned subsidiary, TIB-Bequeaith Banking Solutions. Before, both companies conducted evaluations of banking practices and credit quality within their client’s loan portfolios with differing combinations of Word, Excel and paper. To make their processes more efficient, deliver more reporting functionality, and find new opportunities for their clients, TIB-Bequeaith Banking Solutions approached Soliant Consulting for a custom FileMaker solution.
To reduce pen and paper analysis and massive, overbearing spreadsheets, Soliant Consulting built a custom FileMaker solution to manage the company’s client loan portfolio analysis from beginning to end. The application allows their team to download a client bank’s entire loan portfolio and then filter from a custom set of variables to define sample selections tailored to that client for loans to review. This functionality minimizes manual work at the beginning of a client partnership and allows the TIB team to move onto the more important work – loan analysis.
What we appreciated from the Soliant team was their ability to envision the end solution from the starting materials we provided and our conversations about the time roadblocks that we routinely encountered.
The next step of FileMaker development focused on the actual evaluation process. Soliant’s team architected an intuitive database to empower the TIB-Bequeaith team to see a business and any related loan information all at once. The solution included a checklist of questions and information to investigate so that the team could efficiently track their progress through analysis. Once completed, they could enter their evaluations and scoring into the solution, keeping everything in one place for quick reference and efficient record-keeping.
Soliant Consulting continues to deliver ongoing updates and new functionality for the TIB-Bequeaith team, strengthening the system and driving more value for the company and their clients.
We really value our relationship with Martha and JohnAustin and consider them a key component of our extended services team.
TIB serves as the “bankers’ bank” by delivering innovative banking products and services to more than 1,600 independent community banks. The company helps banks review their products, including loans, through comprehensive analysis and a strategic ranking system. TIB’s services empower banks to consistently improve their offerings and remain competitive. Wholly owned subsidiary, TIB-Bequeaith Banking Solutions provided loan portfolio and compliance monitoring to community banks, mortgage companies and other financial service providers.