Case Study: Large National Bank Holding Company achieves automated, centralized policy management and improved compliance with MetricStream’s Cloud-based Policy and Document App

Large National Bank Automates Policy and Document Management System with MetricStream’s Cloud-based App

A large national bank holding company with about 300 branches across the U.S. and Canada faced inconsistent and siloed policy creation—different templates across legal, information security, HR and other groups—while relying on SharePoint as a disconnected repository. The client lacked visibility into review, approval, attestation and version control, struggled to ensure employees had the latest policies, and suffered duplication, limited accountability, and no reporting to track policy validity or exceptions.

The bank implemented MetricStream’s cloud-based Policy and Document App, migrating content from SharePoint and deploying standardized, automated workflows for creation, review, approval, communication and attestation. The centralized, searchable repository with role-based access, exception tracking and real-time dashboards eliminated duplicate effort, sped access to the right policies, improved accountability and transparency, and provided compliance-ready reporting—while offering extensibility to other GRC initiatives.