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Extended ECM Platform for FinTech

By January 25, 2022Uncategorized


Extended ECM Platform for FinTech

Leading Financial Services Provider Improves ROI and Realizes Significant Cost Savings Through a Centralized Content Management Strategy


Improved content availability from 2 days to less than 2 hours


Reduced content retrieval and search times

Business Challenge

  • Content originated across multiple different internal and external systems hindering a single compliance source of accurate information
  • High support and maintenance costs of legacy ECM solution
  • Required greater content availability and more efficient collaboration within and across teams
  • Increased number of content vendors submitting member documents and reports for financial business processes


  • Defined a strategy for a single solution and source of member documents and reports
  • Streamlined document access requirements by providing a single source of member information
  • Defined a managed process to receive and process vendor documents that supported business operations
  • Implemented extensive search capabilities spanning the complete lifecycle of member transactions and associated documentation
  • Implemented Record Management disciplines to support content management standards, data protections, and compliance requirements

Benefits & ROI

  • Improved client’s ROI by fully leveraging their technology investments
  • Delivered a solid ECM solution that adapts to the client’s needs allowing for the continuation of their digital transformation journey
  • Significant cost savings through system consolidation, and the elimination of legacy system support and maintenance costs
  • Enabled a Centralized Content Management strategy driving savings, efficiency, security, and greater collaboration