Enterprise System
Document Meta Data Manager
- What they needed
- An investment banking compliance team needed reliable forecasting and control over client documentation at global scale.
- What we built
- Document Meta Data Manager—an investment banking compliance system for forecasting and managing client documentation. We worked with the compliance team and their internal IT team to build the system and integrate it within their existing client onboarding process.
- How it helped
- Deployed to one of the ten largest global investment banks, supporting compliance operations with structured document intelligence.
- Result
- Improved efficiency by 90% and reduced human error on matrix-based requirements to zero. Non-technical client staff can make logic changes easily, and regulatory updates are handled by them immediately—without IT or our intervention.
