Within the financial industry, change is the only constant. Clear and consistent documentation provides certainty. Are your procedures in place?

The constant change factor

Within the financial industry, change is the only constant. Evolving products, new markets, increasing competition, mergers and acquisitions and new technologies are among the major change drivers. In addition, financial organizations must operate in compliance with the requirements of FDIC, OCC, OTS, SEC and other regulators.

How we help our clients in this sector:

  • Design and develop clear, easily understood policies, procedures and documentation that ensures compliance.
  • Design e-content architecture that supports quick retrieval of accurate, up-to-date information by customer service personnel and salespeople
  • Significantly increase customer satisfaction while reducing costs of call center operation.
  • Capture and document best practices in order to streamline merger and acquisition processes.
  • Create complete, accurate product information that supports the performance of financial advisors and increases customer satisfaction.

Contact us

In need of better documentation practices? Contact us to learn more >

    Case study and testimonial

    Read a case study and testimonial from an organization that uses Information Mapping®.


    Capturing employee knowledge is critical. Applying a content standard to policies and procedures helps to achieve this.

    Cleaning up years of legacy policy and procedure content was a critical objective for us. The Info-Mapping approach was integral in helping us to analyze, consolidate and streamline over 10,000 pages of source content. The Mapping process exposed gaps, redundancies and inconsistencies in our information and provided a unifying framework for tackling the massive volume of content.

    John Sharp,Manager of Policy & Procedure and Forms