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March 10, 2009

Umpqua Bank to replace current core analysis system with WFG’s CAA Suite

CAA is expected to help evaluating commercial accounts

By CBR Staff Writer

Umpqua Bank has selected The Weiland Financial’s CAA Suite to replace the bank’s current core analysis system.

The Weiland Financial (WFG) said that CAA will strengthen Umpqua Bank’s current core system, as a full function analysis, billing and profitability system for evaluating commercial accounts. The programme is capable of handling all the reporting avenues entering the bank’s system, including tracking and presenting balances on deposit, earnings allowances and details regarding volume, price and charges for each service.

WFG also said that Umpqua Bank is in the process of implementing CAAWeb and will initially be using it for internal review of statements before they are sent to customers.

Charles McNeilly, Treasury Management Product Manager, said: “We now offer a wider variety of treasury management services than our current system can support. Also, winning the businesses that we compete for today requires a more flexible approach to pricing than is available in our core analysis system.

Specifically, we need to be able to exception price at the transaction level to be competitive plus we think CAA’s percent discount pricing will be an asset in profitably growing our treasury management business.

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