The Problem In most small and mid-sized banks, information lives everywhere — in shared drives, emails, or the heads of your most experienced people. When a customer calls with a question, it’s not that your team doesn’t know the answer — it’s that they can’t find it fast enough . Every minute someone spends hunting through files or asking around the branch is time lost to the customer. Over a week, those minutes add up. Over a year, they become thousands of hours that could’