Case Study: a regional bank strengthens records retention governance with Access Unify Lifecycle

Regional Bank cuts retention schedule updates by 75% with Access

A regional bank was struggling with a heavily manual and reactive approach to records retention schedule management. This made it difficult to keep policies current and defensible across the enterprise, creating significant legal and compliance risks. To solve this, the bank partnered with Access and implemented its Unify | Lifecycle solution.

Access provided the bank with its Unify | Lifecycle software and expert consulting to establish a centralized, enterprise-wide schedule. This enabled the bank to reduce time spent updating its retention schedule by 75%, saving 400 hours annually. Access's solution also improved audit preparation time by an estimated 30% and strengthened the bank's overall compliance posture.

Regional Bank