Meet regulatory audit requirements and operational risk obligations.
Automate error-prone, time-consuming, manual documentation processes.
Seamless integration with existing data management systems.
and ingest internal and client-facing documentation from any source.
unsearchable file formats into machine-readable, regulatory-compliant PDFs.
and assemble multiple files into cohesive, digitally-tagged documents.
documentation by adding headers, footers, watermarks, and tables of contents.
and save files into user-specified folders for downstream processing.
This bank lost access to millions of client files after a technology systems upgrade. Result? The bank was unable to leverage business-critical documents needed for managing customer records and meeting regulatory compliance.
Adlib developed a long-term archiving solution for the organization, which needed a way to automatically convert and store massive amounts of complex financial documents in accordance with SOX and SEC regulations.
When Recovery and Resolution Planning (SR 14-1) compliance demanded that contract risks be identified and managed, the organization utilized Adlib to transform contracts into a collection of searchable digital assets that could be searched and analyzed.