SUCCESS STORY – SUITE
Invested in change: A decade long partnership now part of the strategic governance approach
The story of a financial giant and how it strengthened governance and scaled legal operations across multiple divisions through long-term digital transformation.
AT A GLANCE
INTRODUCTION
Sometimes big changes start from one problem and then lead to transformations one could not imagine. This is what happened to one of the largest cooperative financial institutions in North America, with over 55,000 employees and nearly $500 billion in assets.
It began with back-to-back security incidents that led them to rethink their governance infrastructure. The story between DiliTrust and the institution began with the Board Portal, introduced to significantly reduce meeting preparation time. That first step grew into three deployments of multiple tools over the past decade.
THE CHALLENGE
Looking for a secure and scalable governance
When a company that has been operating for over a 100 years has experienced firsthand how much technology reshapes traditional ways of working. Operating in a regulated and high-risk industry, there is no margin for cyber threats or legal errors. Over the course of the partnership, the company encountered significant challenges:
These challenges set the stage for a transformation that would redefine how the organization approached governance and legal operations. What stood out most was DiliTrust’s commitment to transparency, accountability, and listening.
THE SOLUTION
Enabling a foundation for consistent, controlled collaboration
Why DiliTrust? The decision to partner with DiliTrust came not just from the product offering, but from the service mindset behind it. The company’s transformation unfolded in phases, over the course of 10 years this leading financial industry player has gained:
A secure document infrastructure with Data Room, supporting backup continuity and keeping sensitive files safe.
A central tool for board meeting management to streamline meeting preparation under full compliance.
An agile Legal Entity Management configuration adapted to their needs with flexible development and evolving enhancements.
12 custom interfaces to ensure proper data flow between the LEM, legal and enterprise systems (AP, Trademark and internal servers)
It started with the implementation of the Board Portal, followed with the Legal Entity Management deployment and finally with the Dataroom. Throughout this journey, DiliTrust’s responsive support and commitment to change management proved pivotal. After all, as one stakeholder put it “service matters.”
THE RESULTS
More than a provider: a partner
Partnering with DiliTrust has delivered measurable results, reaching thousands of users with solutions that adapt as the institution’s needs evolve:
Internal adoption has been strong, thanks to DiliTrust’s ongoing training efforts and intuitive platform design. What began as a response to security concerns evolved into a strategic digitalization initiative. With solutions like the Board Portal, LEM, and Data Room, DiliTrust has grown into a trusted partner, far beyond the role of a typical vendor. Today, it continues to support one of North America’s most respected financial institutions in shaping its LegalTech strategy.
The availability and adaptability of DiliTrust’s teams have been just as valuable as the technology itself.
Q&A team
Learn more about what DiliTrust can do for you, whether it’s accelerating processes, efficiency gains, cost savings or all the above mentioned.