Meridian Trust Services

Custody

APAC

Regulatory filings without a war room

Quarterly filings that once required a dedicated team for two weeks are now generated from the governed record and reviewed in a single sitting.

−82%

Filing preparation

2

Reviewers needed

Filing season without the war room

Quarterly regulatory filings consumed a dedicated team for two weeks, most of it spent proving that two systems agreed with each other.

Generated, not assembled

Filings are now produced from the governed record using versioned templates. Every figure carries its lineage, so review is a matter of confirming judgement rather than re-deriving numbers.

Preparation time fell by 82 percent, and the filing is now reviewed by two people in a single sitting.

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