TL;DR
Banks manage large amounts of important information, including policies, compliance requirements, audit reports, risk assessments, and operational procedures. While these documents are essential, they can also make it hard for employees to find what they need quickly.
One of our banking customers faced this challenge every day. Employees regularly worked with documents 30, 40, or even more than 100 pages long. Finding specific information often required searching through long documents and moving between different systems.
As the bank explored AI solutions to improve productivity, they wanted more than just AI-generated answers. Employees needed trusted answers that were linked directly to the original source documents.
The Challenge
The bank used Microsoft SharePoint as its secure document repository and Atlassian Confluence and Jira as key platforms for collaboration and daily work. Employees frequently had to:
- Open SharePoint to find documents
- Search through long policies and reports
- Return to Confluence or Jira to continue their work
- Repeat the process throughout the day
This created a disconnected experience that slowed productivity and made it harder to find information quickly.
The bank also wanted to use AI to help employees work more efficiently. However, simply finding answers was not enough. Users needed to quickly verify information and access the exact source within the document.
The Solution
To solve these challenges, the bank implemented Meridian Documents Integration for Atlassian, including:
This solution allowed SharePoint to remain the secure source of truth while making content easily available inside Confluence and Jira.
In Confluence, employees could:
- Connect SharePoint content within Confluence Pages
- Ask questions about SharePoint documents using the Smart Assistant
- Get instant summaries of long policies and reports
- Receive answers based on document content
- Jump directly to the exact section where the answer was found
For example, a compliance officer could ask a question about customer due diligence requirements and immediately receive an answer linked to the relevant policy section.
Connecting Atlassian’s operational work with governed Microsoft 365 content
Getting instant summaries and key insights from documents
In Jira, employees could:
- Connect SharePoint content directly to Jira issues
- Summarize the content of SharePoint files using Assistant for SharePoint
- Get suggested SharePoint documents related to a Jira issue
- Access important document information without leaving Jira
This allowed employees to work with documents and knowledge directly within their existing workflows.
Embedding the document layer into operational workflows
The Impact
By connecting SharePoint content with Confluence, Jira, and AI-powered assistance, the bank improved how employees find and use information.
Key benefits included:
- Faster access to critical information
- Less time spent searching through lengthy documents
- Higher productivity across compliance, risk, and operations teams
- Better knowledge discovery and reuse
- Increased adoption of AI-powered ways of working
- Strong governance while keeping SharePoint as the trusted source of truth
Employees no longer needed to switch between multiple systems to find answers. They could access trusted information directly where they worked.
By transforming static document repositories into searchable, AI-enabled knowledge resources, the bank enabled faster decision-making, improved productivity, and better employee experience. Information once hidden in hundreds of pages of documentation became instantly accessible when needed, without compromising governance, security, or compliance.
Frequently asked questions
Couldn’t find what you need?
With the Meridian Documents Integration for Atlassian, bank employees can ask questions about SharePoint documents directly in Confluence and Jira. The answers link back to the exact section of the source policy. SharePoint stays the governed source of truth.
Yes. The Smart Assistant in Confluence summarizes long policies and reports, including documents of 100+ pages. It then takes users to the section that contains each answer, for example the customer due diligence requirements in a compliance policy.
The SharePoint Connector for Jira lets teams link SharePoint files to Jira issues and summarize their content. It also suggests related documents, so teams can see key information without leaving Jira.