By automating document-heavy workflows across banking, wealth, and asset management, your teams reduce manual effort, strengthen compliance, and deliver faster, more transparent client experiences.
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.
Automating KYC document intake, extraction, and validation shortens time from application to “account open.”
Clean, structured data flowing into LOS and credit systems reduces back-and-forth and speeds approvals.
Better upfront capture and validation of KYC / CDD documentation lowers the volume and cost of periodic review and cleanup projects.
Elevate your institution with an accuracy-first document layer that sits across onboarding, servicing, and regulatory workflows. Adlib centralizes how you ingest, convert, extract, validate, and package documents, reducing operational drag, improving data quality, and making audits and exams far more predictable.
Automate KYC document intake, standardization, and validation so analysts spend less time chasing paperwork and more time assessing risk. Adlib helps you reduce manual checks, improve data quality, and consistently apply KYC policies across branches, channels, and lines of business.
Transform estate, trust, and fiduciary documentation (wills, deeds, letters of direction, valuations, legal correspondence) into clean, searchable, audit-ready records. Adlib assembles complete files and keeps them current, making it easier to manage complex relationships, support advisors, and provide transparent reporting to beneficiaries.
Feed accurate, structured data from documents into your core banking, wealth, CRM, and analytics platforms. With cleaner inputs, you can respond faster to client requests, reduce back-office friction, and power AI-driven insights and personalization, without compromising on control and compliance.
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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.
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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Challenge
Legacy conversion tools couldnʼt handle the volume and complexity of engineering files, forcing constant IT intervention and delaying CAD conversions into shareable formats. Flat TIFF outputs were unsearchable and lost layer previews—slowing collaboration, creating inefficiencies, and weakening archival practices.
Solution
Safeguarded engineering Adlib improved efficiency, cut administrative overhead, and safeguarded engineering drawings to reduce legal risk. Engineers and contractors gained faster access and smoother collaboration, while IT reduced workload, support needs, and infrastructure costs with a smaller server footprint.
The European legislative administration struggled with complex document handling across 22 languages, relying on manual processes for drafting, translating, converting, and compiling documents. The dependency on human effort led to frequent errors, missed communications, and potential legislative delays due to incorrect document formatting and organization.
Adlib's automated workflow solution streamlined the administration's document handling by automating document ingestion, conversion, and assembly into print- and archive-ready PDFs. This automation improved document accuracy, reduced manual effort, and ensured efficient distribution. The solution provided enhanced interoperability, scalability, and flexibility, enabling seamless document management for international missions and freeing up the team to focus on strategic tasks.
After a company-wide technology upgrade, the bank realized they could no longer access 3.5M important client mortgage records as they lived on a decommissioned legacy system. This issue caused a major non-compliance incident for the organization, costing them thousands of dollars for every day they didn’t resolve the issue.
Adlib enabled the bank to convert 3.6 million inaccessible legacy documents into searchable, high-quality PDFs in just six weeks. This process not only allowed them to recover the important mortgage information, but ensured they were back in compliance with the industry’s strict legal standards. As a result, the bank avoided possible fines for not following regulations and improved service to its customers. The success of this partnership shows the powerful impact of using advanced technology to solve complex problems in the finance industry.
Bank eliminates 95% of manual steps in archiving 20k daily trade documentation with Adlib
The bank faced significant operational challenges, including process inefficiencies and cost inefficiencies, as well as risks of non-compliance. The inability to render all trade transaction documentation in a timely manner meant failing to meet service level agreements (SLAs), while volume limitations hindered the processing of the required 20,000 documents per day. Complex tasks like document compilation were performed manually, further exacerbating inefficiencies. These issues led to an increasing overhead budget to accommodate a growing backlog and rising IT expenses for server infrastructure to support expanding unstructured data. Additionally, inconsistent archival practices and an archival backlog exposed the organization to the risks of non-compliance with Sarbanes-Oxley Act (SOX) and Securities and Exchange Commission (SEC) regulations.
For the C-Suite, implementing the new system reduced the risk of non-compliance and lowered costs due to increased staff efficiencies, while ensuring long-term, secure storage of documentation in line with SOX and SEC regulations. Knowledge workers benefited from spending less time on low-value document handling and enjoying hassle-free document compilation. For IT, the system reduced storage and server footprint, lessened the demand for intervention and support, and integrated easily with existing document input and content management systems.
“All the documents we are rendering are signed certificates ensuring that ships have been appropriately inspected.” – Head of Vendor Management
The organization faced complex and time-consuming document creation mechanics for producing accurate, signed inspection certificates, detracting from core safety and compliance activities. Field surveyors were burdened with administrative tasks, leading to wasted time and potential inaccuracies in certificates, which could harm the organization's reputation and client trust.
Adlib's automated solution streamlined the certificate creation process, rendering nearly 100,000 certificates annually with high accuracy and professionalism. This automation relieved surveyors of administrative burdens, allowing them to focus on critical safety inspections and compliance checks. The precise and reliable certification process enhanced the organization's credibility, resulting in improved efficiency, significant cost savings, and increased confidence in the issued certifications.
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.
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Turn CAD, BOMs, SOPs, and supplier files into AI-ready, audit-ready intelligence inside ENOVIA. Manufacturers racing toward digital twins and AI-driven operations hit the same wall: unstructured documents that PLM can store and route, but not interpret. This whitepaper shows how ENOVIA + Adlib bridges that gap so decisions get faster, without sacrificing traceability or compliance.
Standardize, validate, and scale your regulated content so Veeva delivers faster submissions, cleaner audits, and AI you can trust.
Stop feeding your factory AI junk data. Standardize, validate, and deliver trusted inputs to PLM, MES, ERP, and LLM/RAG, then prove ROI in one quarter.
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.