Case Study – Community Bank

Our $900 million community bank client has fourteen branch and office locations. Running on the Premier® core software from Fiserv, the bank supports many tech-enabled services for its customers including ATM’s, online banking, and mobile deposit capture. It is overseen by the FDIC and other regulators. As a mid-sized organization, their leadership was working to determine what IT work should be done in-house and what could be sourced from outside. The matter took on particular importance given imperatives to maintain IT security and compliance amid a tight market for technical expertise.

Knowing of SSR’s capabilities, they requested an initial assessment of the bank’s overall environment. The assessment resulted in documentation and prioritization of IT gaps that would need remediation. The first of these was to create a new backup system to replace the existing setup that was nearing end-of-life would soon no longer be supported by the vendor. SSR’s engineering team implemented a modern solution from ArcServe, which included air-gapping, a best practice helpful for compliance and insurability. Secondly, as the bank was nearing end-of-life for its on-premise Exchange® email system, SSR implemented Microsoft’s Cloud-based O365 solution, and conducted a staged migration of over 300 users. Along the way, the bank came to see that its small internal team could accomplish more as non-core tasks were offloaded to SSR. This led to SSR providing help desk services to their employees and a PMO service to help internal IT keep its projects on track.

Like many community financial institutions, this bank needed to upgrade certain internal systems in order to maintain employee productivity, customer services, data security, and compliance. Commenting on the relationship with SSR, a top executive says, “Their team has thoroughly planned out each project and engagement, remained highly communicative with our people, and brought us to a better place.”