Case Study: Multinational Financial Services Company achieves improved security and seamless workflows with iManage Drive (iManage)

How Investment Bankers at a Multinational Bank Work More Productively with iManage Drive

A multinational financial services institution with 100,000 employees needed to move its investment banking, compliance, and legal teams off unsecured network drives to improve security and governance — but had to do so without disrupting investment bankers’ existing workflows or breaking embedded links between documents, spreadsheets, and third‑party data sources.

iManage Drive delivered a familiar File Explorer‑style experience that preserved linked documents and workflows, allowing the bank to roll out a secure, governed repository for documents, emails, and spreadsheets with no training and no interruption. The investment banking team now uses iManage Drive exclusively, delivering dramatic improvements in security and governance while maintaining existing user behavior.