Case Study

Origin Bank

Helping a Regional Bank Drive Value from Corporate Strategic Planning Process to Thrive in Competitive Marketplace.

Origin Bank, formerly Community Trust Bank, opened its doors in 1912 and has grown to 41 branches and evolved into a modern financial institution that continues to serve the personal, small business, and commercial financial needs of communities across Louisiana, Texas, and Mississippi. Corporate strategic planning is key to the success of Origin Bank and for years the executive team used Excel workbooks to manage their corporate strategic plan and major initiatives. This process was not only cumbersome, but limited visibility across departments for the various executives of Origin Bank.

As the bank continued to grow, their team realized they needed a more scalable solution that would help with accountability and tracking of the strategic plan, while still allowing for the plan to be updated and fluid. Origin Bank implemented AchieveIt to streamline the corporate strategic planning process, enhance collaboration and drive performance in all strategic planning and execution efforts.

For a more in-depth look at the product, or into the process of building, managing and tracking your strategic and business plans, we invite you to set up an online demonstration with an AchieveIt product specialist.