Unity Trust Bank offers specialist banking services to trade unions, charities and UK based not-for-profit organisations, as well as businesses focused on aligning their sustainable social purpose with the profit they make.
Founded in 1984 by the Trades Unions, Unity Trust Bank has established itself as a strong advocate of organisations that contribute to economic, community and social change, helping them to create a positive impact through the work they do.
With continued growth and expansion of its customer base, Unity Trust Bank sought to implement a Risk Management system which could offer scalability alongside automated risk processes.
Having approached Xactium for an initial demo, Unity Trust Bank were impressed by the ability to link up the data in the system, and how it could then be utilised to create powerful reports and dashboards. As well as this, the Xactium Risk system could provide them with automated tracking of actions and controls.
The organisation opted to implement Xactium Risk through its Quickstart approach, allowing for quick “out of the box” setup of the solution with the ability to make changes to the system, bespoke to the organisation’s needs. Additionally, with Unity Trust Bank already using Salesforce as its CRM system, this meant that the Xactium Risk solution (also built on the Salesforce platform) could be adopted by other areas of the business fairly easily.
Mark Ferguson, Head of Risk & Compliance comments:
“We are really pleased to have engaged with Xactium and are looking forward to implementing this risk solution within our organisation. The system will provide a more efficient way of recording, controlling and reviewing our risks along with automated reporting and analytics.”
Andy Evans, Founder & MD of Xactium adds:
“Unity Trust Bank are a well respected organisation and we welcome them to our rapidly growing community. With the Xactium risk solution having been built on the Salesforce platform, the firm not only has peace of mind that the data is safe and secure, but also the familiar, modern and user friendly interface, will enable it to be embedded much more easily to the wider business”
Find out just what our Xactium Risk management solution has to offer by downloading our product brochure.