Bridgewater Bank is the only Canadian Chartered Bank with a head office located in Calgary, Alberta, Canada. The bank is wholly owned by the Alberta Motor Association (AMA), the largest membership service organisation in the province. With assets of more than $3 billion, employing more than 215 employees and serving over 60,000 customers, Bridgewater Bank continues its expansion with wide-range of product service offering from mortgages, high interest savings accounts and credit cards.
In 2010, Bridgewater Bank partnered with Claromentis in 2010, tasking us with the development of a complex and sophisticated portal for their banking industry needs. We’re delighted to see the project has been well received by their executives, staff, brokers, and their customers.
We had a chat with the teams at Bridgewater Bank to hear about their experience working with us in their own words:
Digital workplace case study: What we built for Bridgewater Bank
Having visited several broker houses in Canada and realising that teams need more than a few requirements documents to fulfil their day-to-day job, we built the “All Star Portal” for Bridgewater Bank. This allowed the team to get access to the insights they need to deliver their commitment to their brokers and business. Here are some of the key features:
- Granular access controls
- Easy access via any browser or smart device
- Real-time updates
- Secure drag & drop document management system for mortgage applications
- Automatic email notifications
- Integration with third-party mortgage system
As part of the project, we also transformed Bridgewater Bank’s central broker database. Originally a difficult-to-use in-house platform, we created a “Broker Information System” that connected their third-party back-end database to their Claromentis digital workplace.
Here are a few key features:
- Broker profile database
- Broker ratings
- Red flag warnings
- Commenting facility
- Integration with Google Maps
- Audit history
- Fully integrated with third-party broker deal management software
Here’s what Peter Flannigan, Director of Customer Solutions, had to say about their new All Star Portal:
“Very slick application and user friendly process. I want to thank you for the time and effort you put into this.”
Peter Flannigan, Director of Customer Solutions
If you would like to know more about this project and find out how we can help you, please get in touch.
Please note: This blog was originally published in 2011.
