Recent research shows that companies must attempt to satisfy demands for greater financial transparency and corporate accountability in a business environment characterized by numerous challenges. Analyst research shows that the compliance agenda has never been greater and Meridio plays an important role in ensuring the appropriate controls are in place and that your organization can achieve effective regulatory compliance.

Organizations that are using Meridio in the Finance sector include:

	Cheltenham & Gloucester
	Large Financial Services organizations have to manage huge volumes of documents and records in many different formats. Paper documents have to be scanned, many documents are created and received in electronic form and email is often used as the main technology for communicating and making business decisions. eDRM solutions are playing a key role in managing and holding securely this growing store of information. Cheltenham & Gloucester (C&G) is a leading provider of mortgage and investment products and is the UK’s third largest residential mortgage lender. Part of the Lloyds TSB Group, it has a reputation for being one of the UK's most efficient lenders. With a requirement to manage 10s of Terabytes of data Cheltenham & Gloucester implemented a strategic archive based on Meridio eDRM. Click here to view the case study.
	Hipoteku Banka
	Hipoteku Banka is one of the largest and the only 100% state-owned commercial banks in Latvia. It operates in a highly competitive environment which requires a program of continual investment and business process improvement. Like most financial services organizations its processes are highly dependent on document-based processing. Hipoteku Banka identified that it would be beneficial to invest in an improved system that eliminated paper documents leveraging electronic imaging and document management. To support this Hipoteku Banka required an eDRM (enterprise Document and Records Management) system which would integrate with its Business Process Management and existing line-of-business applications. It needed to be easy to use in all 30 branches and provide a high level of security for regulatory documents. With the successful implementation of Meridio Hipoteku Banka have increased their productivity and they are now able to process more mortgage and loans with the same resources. Click here to view the case study.
	Komercijalna Banka
	Every year the bank’s management and information department prepares over 10,000 pages of material which, based on different criteria, is distributed to a targeted audience. In 2003 the bank decided to move from the manual/paper system to a more efficient electronic based process for handling this important area of the bank’s business and commissioned an integrated solution for archiving and distributing the documentation based on the Meridio eDRM. The system has been operating successfully since 2004. Komercijalna Banka AD Skopje is one of the leading banks in the Republic of Macedonia. It has been awarded “The Banker”, “Bank of the Year 2001”, “Bank of the Year 2002”, “Bank of the Year 2004” and “Bank of the Year 2005” by International Banking magazine. Click here to view the case study.
	Lloyds TSB
	Claims processing is just one area of the insurance industry where it is important to have ready access to customers’ information at every stage of a claim. This information must be available where and whenever the customer makes contact. A large organization with millions of customers will, in the course of a single day, need to process hundreds of thousands of individual documents. Lloyds TSB is a leading UK provider of retail financial products and services. It has a customer base of 16 million people and is the UK’s largest branch network. The General Insurance business offers a wide range of policies for homes, buildings, cars, possessions, health, pets, travel and financial security. Lloyds TSB General Insurance implemented a new strategic document repository system to provide a central repository capable of recording and storing all interactions with Lloyd’s TSB’s customers. Click here to view the case study.
	Pacific Life
	Pacific Life Insurance needed a compliance records management solution that integrated seamlessly with the Microsoft Office Desktop environment. Due to their extensive use of the Meridio/Microsoft eDRM solution they also needed one point of contact for support. The Collaborative Support Solution gives Pacific Life the best of both services—close collaboration between Microsoft and Meridio, and a single, dedicated support resource. Pacific Life provides life insurance products, annuities, mutual funds, and other investment products to individuals and businesses. Based in Newport Beach, California, the company has 2,500 employees. Click here to view the case study.

• Bank of Ireland
• Beasley Insurance
• Canadian Deposit Insurance Corp.
• First Active
• IIB Bank

Financial Services companies have many reasons to ensure that their documents and business records are accurate, secure and easily located. Their business and their relationships with their customers depend on it and the need to comply with strict legislation and to demonstrate good governance makes it costly if electronic record managements systems are not deployed.