Case Study: Prominent National Bank achieves greater efficiency in policy management with MetricStream Policy and Document Management

Prominent National Bank Achieves Greater Efficiency in Policy Management

A prominent national bank seeking to strengthen its culture of compliance faced fragmented, manual policy management: policies were stored in Word docs and spreadsheets with inconsistent formats, hard to locate, and slow to update, producing monthly policy reports that took 1–2 weeks to assemble.

The bank deployed MetricStream’s cloud Policy and Document Management app, migrating and standardizing policies, automating review/approval workflows, enabling attestations, and adding a central searchable repository and real-time dashboards. As a result, approval cycle time dropped 60%, policy search went from 50+ hours to minutes, monthly reporting now takes one hour, version issues were eliminated, and leadership gained timely visibility into policy status.