Using data warehousing for middle-market customers: American National Bank's experience

Since May 1996, American National Bank (ANB) has been installing new software that will integrate its existing systems and give relationship managers new tools with which to focus on ANB's strategy of retaining customers and mining new business opportunities. Through the use of a comprehensive data warehouse provided by KPMG Peat Marwick's Mobile Solutions for Banking product series, almost 100 ANB calling officers now can view a comprehensive customer and prospect file. Because ANB's software accumulates information from a litany of back-end systems, it resolves the difficulty officers once had in accessing and organizing customer and prospect information. The system can track and report on any process ANB wishes. It uses a combination of to-do lists, alerts, and ticklers with an integrated calendar to ensure that tasks never drop through the cracks. Electronic product guides keep ANB's officers abreast of all product development efforts.