Enterprise Content Management (ECM) has evolved far beyond managing documents and retention schedules. For today’s financial institutions, the right solution plays a critical role in compliance, data privacy, and customer service, turning everyday operations into long-term strategic advantages.

At the same time, consumers and businesses are drawn to banks that recognize them as individuals, not just account numbers. A person-centric ECM approach enables institutions to understand the full scope of each account holder’s relationship, deliver more personalized service, and build deeper trust.

This document explores: 

• How ECM technology supports compliance with automated workflows, access controls, and retention rules

• The difference between document-centric, account-centric, customer-centric, and person-centric ECM architectures

• Real-world examples of person-centric ECM in action

• Tangible benefits of a person-centric approach—from faster service to stronger customer relationships