Client Overview

A Texas-chartered bank with 126 branches across the state offering a wide range of banking, investment and insurance products to help better manage their clientele’s money, grow their wealth, and protect their assets. With $30B in assets, they rank as the 60th largest bank in the country.

The Challenge

To remain compliant, the Bank’s Treasury Department must save client documents for seven years. However, every client interaction they did was manual, which meant they pushed a lot of paper – every day. To remain compliant they were forced to store mass amounts of documentation in vaults and storage facilities to ensure a safe and secure environment for their client’s sensitive data.  

On top of that, with recent natural disasters threatening to destroy their files and an upcoming move to a new location, our client needed a solution that allowed them to remain compliant, reduce storage costs, eliminate natural disaster threats. 

The Bank already had a content repository in place, IBM FileNet P8, however, they needed help figuring out how to quickly ingest years upon years of preexisting of client documents. Since Pyramid Solutions has extensive experience with IBM applications and architecture, our client chose us to assist them.