Case Study: Utmost Worldwide achieves 100% visibility, compliance and reduced costs with SoftCo Compliant Archive

Utmost - Customer Case Study

Utmost, a global insurance and financial products group (≈€70 billion revenue, 10,000+ employees), faced growing document retention and compliant storage challenges for client employee policies that can span decades. To avoid time‑consuming paper searches and to meet strict retention/disposal rules, Utmost engaged SoftCo to provide an automated document management solution (SoftCo Compliant Archive).

SoftCo implemented its SaaS-based, ISO 27001 certified Compliant Archive on SoftCo Cloud to capture, index and store 100,000+ documents (paper, email, PDF, XML, EDI) with Content Addressable Storage and built‑in lifecycle management (including digital shredding). As a result, Utmost now has 100% visibility and browser access to client policy documentation, removed previous storage issues, achieved 100% compliance with document management regulations, and realised significant cost reductions through improved productivity.

Utmost

Birgit Smith

Utmost