Success Stories

Canandaigua National Bank and Trust

Driving Collection Staff Efficiency through Automation and Intuitive UX

New York City-NY, USA

Canandaigua National Bank and Trust Company headquartered in Canandaigua, New York needed to switch to an automated collection software that would create more efficiency but still be userfriendly. With $2.09 billion in assets, and more than 208,000 account holders, they were looking for a system that had an easy learning curve and already contained many components such as reports, views, and more.

Process Improvements

Canandaigua National Bank and Trust Company chose Temenos Infinity Collection to drive success at their 27 branches and bring their motto “We live, work and play here” to life, while contributing to their small community feel. The Collection module was able to provide Canandaigua National Bank and Trust with improved efficiency and an ease of learning while remaining very user-friendly. It was able to fit Canandaigua’s needs with built-in component such as reports, views, dashboards and more, all of which they required in their search for a new system.

”Endless reports can be created for upper management, and different information can be pulled together that would otherwise take time to create manually.”

Ann Lyon, Resource Recovery Supervisor

Quality Results

By implementing Temenos Infinity, Canandaigua National Bank and Trust noticed an increase in efficiency and were able to utilize better tracking mechanisms. With this, they also noticed improved management capabilities due to the reports that were now available to them. Canandaigua is now able to penetrate a larger number of customers per day because of their switch to Temenos.

Ann Lyon recommends that other financial institutions switch to Temenos if they plan to grow. By implementing an automated system, they are setting themselves up for success by preparing for future growth. She has seen that the system does many previously manual processes automatically, which in turn has increased efficiency. There are also features within the Collection module, such as notes, that can be entered into the workflow process so that if you hire new employees, the system will virtually walk them through what they need to do.