Mechanics Bank
A permission-based document portal that puts the right financials in front of the right stakeholders.
- Client
- Mechanics Bank
- Industry
- Financial
- Scope
- Application developmentMarketing support
At a glance
Mechanics Bank needed a portal that allowed verified users to access specific sets of financials.
A custom portal that enabled Mechanics Bank to manage/ add user groups for a variety of access permission levels - for accessing assigned legacy financial documents.
The custom application provided a financial document library for their stakeholders that was easily managed and moderated by the Mechanics Bank team.
Mechanics Bank is a community bank that provides personal banking, business banking, trust and estate services, brokerage and wealth management services. Founded in 1905, Mechanics Bank has a long history based on its association with the workers of Richmond’s two largest employers at the time, Standard Oil and the Santa Fe Railroad. Now, more than a century later, that bank – Mechanics Bank – continues the legacy of commitment based on one man’s principles of building lasting relationships, enriching local lives and local communities, driving local economic growth and exceeding clients’ expectations every day.
What the client said
“Enterprise-level work, without the big-agency price tag.”
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