Middlesex Savings Bank


Middlesex Savings Bank wanted a better, unified solution for handling a variety of documents, such as loan applications and customer account information. The Massachusetts institution turned to a KnowledgeLake ECM solution that runs on SharePoint, resulting in much faster search and retrieval of documents, integration of previously fragmented data collections, and lower costs across the organization.

The Challenge

Middlesex Savings Bank (MSB) is a mid-sized financial institution that serves customers in eastern Massachusetts. The independent bank has 30 branches, five business-lending centers, and assets over $4 billion. Its products and services include checking, savings, loan, and investment products for individuals and households, as well as commercial checking and savings, cash management, commercial loans and mortgages,  and lines of credit for small and medium sized businesses.

The bank was facing a problem common to many document intensive businesses, with different-and disparate-systems in place used to process and store a variety of paper documents. It had a legacy document management system for scanned loan and deposit documents, which had to be customized in order to add other kinds of content. Customer signature cards were held in a separate, siloed proprietary database that had only limited integration with Open Solutions/Fiserv DNA, which is MSB’s core banking application. Users also had to log in to different line-of-business applications to find information.

The Solution

The bank decided to replace its legacy information management systems with a unified enterprise content management solution. MSB evaluated options from six companies before selecting  KnowledgeLake , which is integrated with the bank’s Microsoft SharePoint intranet.

“We felt that the KnowledgeLake Solution on top of Microsoft SharePoint would meet our ECM needs”

Kelly Bressette, Senior Vice President


Middlesex Savings Bank is a midsized bank with 30 branches serving customers in eastern Massachusetts.


Massachusetts, United States

Financial Services


"The KnowledgeLake solution enhances record control to streamline compliance with federal, state, and industry regulations. It is reducing our storage, paper, and mailing needs and it’s also improving employee efficiency. "

Kelly Bressette, Senior Vice President

"KnowledgeLake and SharePoint
provide a reliable, flexible platform
that meets vital business needs, while enhancing record control to streamline compliance with federal, state, and industry regulations.

Kelly Bressette, Senior Vice President

Results & Benefits

Revitalized operations

The KnowledgeLake solution is extremely functional and intuitive for MSB employees. It’s incredibly easy to search for and manipulate documents in the system. Employees can view a large document in multiple formats, and view it in a variety of ways.

Intefration with Existing Software

The KnowledgeLake solution provides a single sign-on solution so end users don’t have to log on to multiple systems to see documents within the repository

Time Saving

The solution streamlines access to records through keyword and full-text searches. This allows employees to access information directly from their desktops.

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