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At Arrayo, we proudly partnered as a strategic collaborator in establishing a Global Records Management Program for a prominent North American financial institution. The program aimed to connect various record types with specific regulatory and legal requirements, demonstrating compliance and identifying areas for remediation. To support this initiative, we developed business-wide reporting for quality assurance, testing, and routine processes, working closely with the bank’s project leads to define key performance indicators (KPIs) and reporting standards.
Our client, a global North American financial institution,aimed to establish an efficient Global Records Management Program, ensuring compliance and transparency across the organization.
Before engaging with Arrayo, our client faced challenges in creating a comprehensive Records Management Program. They needed a system capable of connecting various record types to specific regulatory and legal requirements. Additionally, they needed robust reporting and analytics capabilities to identify gaps and ensure compliance.
Arrayo’s team adopted a multi-faceted approach to address the client’s challenges effectively. The key steps included:
Arrayo’s team delivered exceptional support throughout the project lifecycle, including survey development, process refinement, reporting, data visualization, and analytics. Our agile framework enabled us to swiftly adapt to intricate and evolving regulatory requirements, ultimately resulting in the successful delivery of executive leadership directives.
The project provided us with valuable insights and experiences. We learned to navigate complex regulatory landscapes and fine-tuned our reporting and analytics capabilities. These lessons now guide us towards even more successful engagements.
Arrayo’s collaboration with the financial institution in establishing the Global Records Management Program showcased our commitment to data-driven solutions and agile methodologies. The program’s success reinforced our dedication to delivering high-quality support and innovative solutions tailored to meet our clients’ unique challenges.