Overview
Conducted a comprehensive ECM maturity assessment for an investment bank and developed a future-state content management roadmap. Established principles for content governance and compliance across regulated document types, delivered target architecture recommendations, and produced a phased implementation plan covering version control, retention schedules and audit trail requirements.
Who This Is For
Investment banks, asset managers, insurance groups, or financial services firms with 1,000-20,000+ employees managing large volumes of regulated content - policies, procedures, contracts, client communications, and compliance documentation. Typically operating fragmented content management systems with inconsistent governance, creating compliance risk and operational inefficiency.
The Challenge
The organisation manages significant volumes of regulated content across systems that were not designed to work together. Version control is inconsistent. Audit trails are incomplete. Finding the current, authorised version of a document requires manual effort. Regulated content is stored alongside unregulated content without governance controls. As regulatory requirements tighten, the cost of poor content management is growing.
What We Propose
ECM Maturity Assessment - Structured assessment of current content management systems, governance practices, compliance posture, and operational effectiveness. Future-State ECM Vision - Target architecture for enterprise content management defining platforms, governance model, and content flows across the organisation. Content Governance Framework - Policies, ownership structures, lifecycle management, and compliance controls for regulated and unregulated content types. Compliance & Retention Design - Document retention schedules, version control standards, and audit trail requirements aligned to regulatory obligations. Technology Roadmap - Platform evaluation and migration roadmap.
Why It Matters
Compliance confidence - Content management that demonstrably meets regulatory requirements. Operational efficiency - Authoritative content that employees can find and trust, reducing search time and manual verification. Risk reduction - Version control and audit trails that eliminate the risk of acting on superseded or unauthorised content.
Over several years, delivered repeated cycles of content strategy, content production and content localisation in up to 20 European and Asian languages for a global industry association serving the seafood sector. Covered web content across three CMS platforms simultaneously, localisation of reports, infographics, video and complex presentations, and multilingual SEO for organic discovery across priority export markets.
Developed a data operations strategy for a professional association to improve member and non-member insights and enable more effective marketing investment decisions. Designed a secure, privacy-compliant data architecture connecting CRM, web analytics and event systems, and implemented data governance processes aligned to GDPR obligations.
Developed a CRM activation strategy and workflow redesign for the advertising sales team of a Nordic digital marketplace, covering both B2B advertiser and B2C platform relationships. Redesigned sales workflows, integrated content and pitch assets into CRM stages, and implemented a pipeline governance model to improve revenue forecasting and sales team adoption.