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Avoid Regulatory Penalties & Satisfy Reporting Obligations



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Financial Institutions Rely On Adlib To Maintain Centralized & Audit-Ready Document Repositories


Meet regulatory audit requirements and operational risk obligations.


Automate error-prone, time-consuming, manual documentation processes.


Seamless integration with existing data management systems.

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How Adlib Helps
Financial Services Companies


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.


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Customer Success Stories

Adlib Helps A Major Retail Bank Access 3.6 Million Legacy Client Documents

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.

A Multinational Investment Bank Relies On Adlib For Archival 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.

Adlib Provides Value-Add Document Transformation To A Financial Services Leader

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.

Featured Resources

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The Finer Points of
Document Security

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Mergers & Acquisitions:
Why Content Intelligence Holds The Keys To ROI

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Adlib Wants To Help!

Book a meeting with a Digital Transformation Expert, and let’s see if Adlib can help you work better, faster and smarter and help you stop wasting time, money and effort.

If we can help, we can usually help in a BIG way.
If we can’t help, we’ll let you know that too!