CASE STUDY:
Extended ECM Platform for FinTech
Leading Financial Services Provider Improves ROI and Realizes Significant Cost Savings Through a Centralized Content Management Strategy
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
Solution
- 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
