Case Study: Atom Financial achieves 3x productivity and faster, compliant SOP creation with Quark

North American Bank Reduces Risk and Cost of Regulated Content, Strengthens Compliance and Consistency

A leading North American bank with $195 billion in assets and 20,000 employees faced a costly, high-risk challenge: managing and updating more than 300 SOPs using manual, email-driven processes that caused version-control issues, slow review cycles, heavy IT load and training/knowledge-loss when staff left—while needing strict SEC and regulatory compliance.

The bank implemented Quark Publishing Platform with Quark XML Author (integrated into its IBM FileNet P8 ECM), bringing XML componentization, metadata tagging and automated workflows to Word-based authoring. The result: automated review routing, faster updates, codified institutional knowledge, stronger compliance and the ability to handle two to three times the SOP volume with the same team, plus a scalable platform for enterprise-wide use.

Atom Financial