Mechanics Bank
When Mechanics Bank acquired California Republic Bank, it kept CRB’s agency. We built and managed a permission-based repository that puts the right financial documents in front of the right stakeholders.
- Client
- Mechanics Bank
- Industry
- Financial
- Scope
- Application developmentPermissions & secure accessDocument managementOngoing management
At a glance
Mechanics Bank needed a secure way for verified stakeholders to reach specific sets of legacy financial documents — each person seeing only what they were cleared to see.
A custom, permission-based document repository. The bank’s team creates user groups, sets access levels, and assigns documents to each group, with LayerCake managing the platform.
A financial document library that the Mechanics Bank team could manage and moderate itself, kept running and current by LayerCake for a couple of years.
What we built
What we built for Mechanics Bank.
- 01
Permissions
An access model built on user groups, so each stakeholder sees only the documents assigned to them.
- 02
Repository
A single library for legacy financial documents, organized by group and access level.
- 03
Admin tools
Controls that let the bank’s own team add users, manage groups and moderate what’s shared.
- 04
Managed
LayerCake ran and maintained the platform for the bank, so the team never had to think about it.
The relationship
A client that came through an acquisition.
LayerCake was the agency of record for California Republic Bank, handling its marketing collateral, website production and event materials. When Mechanics Bank acquired California Republic Bank, it brought LayerCake on as well.
It’s the same pattern as our work with Stryker: when a client is acquired, the acquirer keeps the team that knows the work.
The solution
The right documents, for the right people.
Mechanics Bank needed stakeholders to reach specific legacy financial documents without opening the whole library to everyone. We built a custom repository around permissions: user groups, access levels, and documents assigned to each group.
The bank’s team manages users and moderates the library through simple admin tools, while LayerCake managed the platform itself for a couple of years.
What the client said
“Enterprise-level work, without the big-agency price tag.”
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