How Meridian Bank turned two‑week audits into a 10‑minute task

Meridian's policies and procedures lived across shared drives, inboxes and paper files. Every audit meant weeks of hunting for the latest version and who approved it.

• No single source of truth for policies
• Approvals tracked in email threads
• Two weeks of prep before every audit

1. 01Migrate1.4 million documents imported with full history.
2. 02AssignEvery policy given a named owner and review date.
3. 03AutomateApprovals and retention rules run on their own.

Watch: audit day at Meridian · 2:15

Each document now has one owner, a full version history and a recorded approval trail. Auditors receive a read-only link to exactly what they need.

Audit preparation dropped from two weeks to ten minutes, and staff spend 60% less time searching for documents.

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