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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

Compliance

Meet regulatory audit requirements and operational risk obligations.

Efficiency

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

Interoperability

Seamless integration with existing data management systems.

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How Adlib Helps
Financial Services Companies

LOCATE

and ingest internal and client-facing documentation from any source.

CONVERT

unsearchable file formats into machine-readable, regulatory-compliant PDFs.

AGGREGATE

and assemble multiple files into cohesive, digitally-tagged documents. 

ORGANIZE

documentation by adding headers, footers, watermarks, and tables of contents.

OUTPUT

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

Finer POints of Document Security Social
Whitepaper

The Finer Points of
Document Security

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eBook

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



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If we can help, we can usually help in a BIG way.
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