Middlesex Savings Bank Microsoft SharePoint ECM Case Study

Bank Uses Knowledgelake ECM Solution to Cut Paperwork, Streamline Business Processes

Middlesex Savings Bank wanted a better, more 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.


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 dollars. 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: different and disparate systems being 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 (MSB’s core banking application). Users also had to log in to different line-of-business applications to find information.


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.”

-Senior Vice President, Middlesex Savings Bank

Financial Services Cloud Solutions Helped Middlesex Savings Bank

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


Massachusetts, United States

Financial Services

Financial Services Cloud Solutions Helped Middlesex Savings Bank

"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 also improving employee efficiency. "

-Senior Vice President, Middlesex Savings Bank

"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.

-Senior Vice President, Middlesex Savings Bank


Revitalized Operations

The KnowledgeLake solution has proved to be extremely functional and intuitive for MSB employees: Searching for and manipulate documents in the system is simple, plus employees can view a large document in multiple formats and in a variety of ways.

Integration 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.

Quick Search

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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The KnowledgeLake platform helps automate other processes such as:

Intelligent Financial Services

Manage financial documents in the cloud to reduce costs and drive new revenue.

Employee Onboarding

Spend more time managing your employees, not their paperwork.

Explore the Technology

Learn how the KnowledgeLake services create an extensible cloud platform.

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