Case Study: Bank of Montreal modernizes banking regulation sign-offs with SoHo Dragon and SharePoint

Bank of Montreal - Customer Case Study

The Bank of Montreal approached SoHo Dragon to modernize its administrative systems for banking regulation sign-offs. The challenge was to eliminate outdated, inefficient processes like emailing signed PDF attachments, which were difficult to manage. The bank required a robust and secure data-management system to ensure regulatory compliance with proper identity management, document repositories, and version control.

SoHo Dragon implemented a customized solution leveraging the bank's existing Microsoft SharePoint, InfoPath, and Active Directory security. This provided a centralized platform for managing approvals and sign-offs. As a result, SoHo Dragon delivered a fully compliant administrative infrastructure for key business areas including Regulation W, 17B, and error reports, providing the bank with greater oversight and a secure reputation in the regulatory landscape.

Bank of Montreal