UTI Mutual Funds

UTI AMC Strengthens Secure Document Management and Board-Level Information Control with Contentverse

Impact at a Glance

UTI AMC implemented Contentverse to securely manage board-level documents, enabling centralized access, enhanced security, and efficient retrieval of critical information.

✓ Centralized repository for board meeting documents and records
✓ Enhanced document security with encryption and access controls
✓ Faster retrieval with structured indexing and search
✓ Improved user adoption with a simple, scalable system

About the Client

UTI Asset Management Company (UTI AMC) is one of India’s leading asset management firms, managing mutual fund schemes and large volumes of financial and regulatory data. Operating in a highly sensitive and compliance-driven environment, the organization requires strict control over document access and information security.

UTI

The Problem

UTI AMC’s existing document system could not meet growing business and security requirements, especially for managing confidential board-level documents.

  • Existing DMS lacked scalability and flexibility
  • Limited search capabilities made document retrieval cumbersome
  • Proprietary database restricted integration with other systems
  • Poor user experience and lack of support
  • High security concerns due to confidential nature of documents

Partner’s Expectations

UTI AMC required a Document Management Solution that could:

  • Manage and centralize large volumes of board-level documents
  • Ensure high-level security with restricted access (even from IT teams)
  • Enable fast and efficient document retrieval
  • Support structured indexing and classification
  • Provide a user-friendly and scalable system
  • Integrate easily with existing systems

Computhink’s Approach

Computhink implemented Contentverse (ViewWise) tailored for secure and structured document handling:

  • Digitization of board-related documents including agendas, memos, and proceedings
  • Centralized repository with hierarchical cabinet, drawer, and folder structure
  • Predefined indexing for document classification (Volume, Subject, Date, etc.)
  • Strong security framework with encryption and role-based access control
  • Department-level deployment starting with Asset Management Board
  • User training and phased rollout for smooth adoption

The Result

UTI AMC achieved improved security, efficiency, and system adoption:

  • Secure handling of highly confidential board documents
  • Faster document retrieval with structured indexing
  • Improved user satisfaction with a simple and effective system
  • Expansion of solution usage to HR and consideration for Legal department
  • Scalable platform supporting future enterprise-wide deployment
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