Case Study

Amarillo National Bank (ANB)

Amarillo National Bank (ANB)

Pages 2 Pages

Meet Amarillo National Bank (ANB) YCharts helps ANB to streamline and facilitate mutual fund screening investments About the Company The Challenge The Solution Founded in 1892, ANB is the largest family-owned bank in the nation. Its asset management division has $2.3 billion in assets under management, spread across about 1,800 accounts. Priding itself on standing up for the little guy, ANB provides small businesses with premier banking and investment services. As Vice President and Investment Officer at ANB, DJ Hunt had grown increasingly frustrated with using an outdated technology to manage reports, run mutual fund and ETF models, and build communications for clients and prospects. He found his investment research platform, Zephyr, was causing him and his team too much manual

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