Transform KYC and onboarding by automating how documents are captured, standardized, and checked. Adlib ensures required documents are present, legible, and mapped to the right client and account, helping you reduce onboarding times, improve risk decisions, and stay aligned with evolving regulatory expectations.
For over two decades, Adlib has processed billions of mission-critical documents for the world’s leading life sciences, energy, manufacturing, financial services, and public sector organizations.
Every step in Adlibʼs workflow is designed to deliver accuracy, compliance, and enterprise-ready data—ensuring your most critical documents become precise,auditable, and AI-ready.
Adlib centralizes KYC documentation from every channel - branch and contact centers, portals, RM teams, email, scanners, and third-party data providers. All required documents for individuals and entities (IDs, company docs, UBO declarations, supporting evidence) are captured into a governed intake layer so analysts start from a complete file, not an inbox search.
Every step in Adlibʼs workflow is designed to deliver accuracy, compliance, and enterprise-ready data—ensuring your most critical documents become precise,auditable, and AI-ready.
All KYC materials (scans, photos, PDFs, office documents, and exports) are converted into consistent, searchable documents of record. Standardization improves legibility and review, reduces rework, and helps ensure identity information is evaluated against the same format and criteria across products, jurisdictions, and channels.
Every step in Adlibʼs workflow is designed to deliver accuracy, compliance, and enterprise-ready data—ensuring your most critical documents become precise,auditable, and AI-ready.
Adlib automatically extracts key KYC data points - names, addresses, IDs, dates of birth, corporate details, UBO structures, risk indicators, and document metadata. Structured, reliable data feeds your KYC/CDD, CRM, and case management systems, supporting faster risk assessment, sanctions and PEP screening, and more personalized, compliant client service.
Every step in Adlibʼs workflow is designed to deliver accuracy, compliance, and enterprise-ready data—ensuring your most critical documents become precise,auditable, and AI-ready.
The platform systematically assembles all KYC documentation into a single, easy-to-navigate customer or entity file. Applications, identity documents, supporting evidence, and ongoing review materials are organized and linked, enabling efficient onboarding, periodic reviews, and event-driven refreshes with a clear view of what you have and what’s missing.
Every step in Adlibʼs workflow is designed to deliver accuracy, compliance, and enterprise-ready data—ensuring your most critical documents become precise,auditable, and AI-ready.
Adlib checks that KYC documents and extracted data are accurate, complete, and aligned with your policies and regulatory standards. Missing documents, expired IDs, inconsistent details, and gaps in required information are flagged so only real exceptions reach analysts, supporting AML, CFT, and sanctions compliance while reducing manual effort and error.
Every step in Adlibʼs workflow is designed to deliver accuracy, compliance, and enterprise-ready data—ensuring your most critical documents become precise,auditable, and AI-ready.
Validated, organized KYC records and structured data are delivered securely to your onboarding, KYC/CDD, risk, and monitoring platforms in the formats they need. Adlib underpins a compliant, repeatable KYC process, speeding up new-customer onboarding, supporting ongoing risk reviews, and ultimately boosting client trust in the security and professionalism of your institution.
Adlib works across your entire organization’s disparate data sources to read and distill all your critical documentation, from any source. It then automatically converts it all into machine-readable and compliant documents of record, and finally, deposits those standardized documents into a central database in submission- and archive-ready formats.
Digitize and standardize estate and trust documents into complete, traceable records that advisors, operations, and compliance teams can rely on. Adlib assembles full case files, keeps versions aligned, and supports efficient reviews and reporting, reducing administrative burden and strengthening client confidence.
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Your use case is usually a strong fit for Adlib if it checks three boxes:
If you have workflows like regulatory submissions, inspections, claims, incident reports, FOI/ATI responses, quality and batch records, or KYC and loan packages, Adlib can help you build an accuracy-first, AI-ready pipeline around them. Many organizations start with a single painful workflow, then expand to adjacent use cases once results are proven.
Adlib Software helps organizations meet compliance and governance requirements by implementing a set of business rules upon ingesting documents across several formats to deliver a “document of record”. These business rules define the creation of a custom header-footer, watermarks and the auto-generation of a table of contents, besides combining multiple formats into a single readable-searchable PDF. The result is an audit ready document that meets compliance and governance requirements. In addition, Adlib Software’s Transform Platform also implements document security and archival features when rendering documents of record to be in compliance with such policies resident within an organization. Finally, it also provides audit trails and reporting capabilities to help organizations track and monitor document activity.
Adlib Software is ideal for industries that generate large volumes of unstructured data that has to be managed to mitigate compliance, operational, audit and regulatory risks. Major industries use that to leverage our capabilities are as follows:
In addition, Adlib Software is also useful for any organization that needs to manage and analyze large amounts of data in various formats.