Case Study

Case Study: Bank Improves Document Access, Security With Enterprise Content Management Solution

Tradition Capital Bank is a small, private banking firm that focuses on high-net-worth individuals, their business and their families by offering a full range of banking and cash management products and services.

The company has grown rapidly since it was launched in 2005. During that time, Tradition has increasingly struggled to manage a growing volume of paperwork, including loan files, customer deposit documents, and other documents. "After just a few years in operation we were running out of filing cabinet space to organize and store paper files," says Shawn Carlson, Director of Information Technology for Tradition Capital Bank. "Then we opened a branch office, which increased our need to share loan files among employees in both offices. Our employees were frequently transporting these paper documents over 12 miles from one location to another. This was both inefficient and potentially insecure."