Case Study: PNC Bank achieves centralized, compliant policy management with NAVEX's PolicyTech

PNC Bank Overcomes Policy Management Struggles

PNC Bank, a long-established financial institution with more than 60,000 employees and 2,500+ branches, faced mounting compliance pressure and internal confusion from managing policies across a Lotus Notes database and a crowded intranet. Outdated documents, poor search and version control, and no measurable readership or auditability created unacceptable regulatory and operational risk, so PNC sought a centralized, compliance-focused document management solution.

PNC implemented NAVEX Global’s PolicyTech to centralize policies, automate review/approval and distribution, and provide robust search, linking, version control and audit trails (including digital signatures and Office integration). The result was clearer, more consistent policy management, measurable readership and approval records, faster workflows and stronger compliance posture across the organisation.

PNC Bank

Sabrina Viscomi

PNC Bank