Enabling the World’s Banking Industry to Enhance Customer-Centric Processes

Adlib’s Banking solutions help leading financial services organizations to improve customer-centric document workflows and processes. Our technology is integral to how financial professionals around the globe consume, share, manage, and leverage vital data, research, and analytics. We provide a competitive advantage to those seeking to leverage their information to make better business decisions, provide outstanding customer experience, and at the same time protect and secure intellectual property.

Finding Information Easily in any Enterprise Content Management (ECM) System

Integrating with key business tools, including all leading Enterprise Content Management (ECM) systems, Adlib solutions are driven by the most powerful Advanced Rendering engine on the market.

Ideal for:

  • Banking industry — including debt resolution firms, credit unions, investment organizations and commercial banks—interested in optimizing processes, from content capture to output, that will strengthen customer acquisition, retention and overall delivery of services
  • Systems Integrators seeking to solve their banking customers’ challenges with more powerful on-boarding, communications, contract analysis and report processing solutions. Systems Integrators interested in partnering with Adlib should join the Adlib Partner Plus program

Datasheet: Adlib PDF for Banking

Adlib enables banking organizations to improve the efficiency of document-centric processes by integrating Advanced Rendering into business systems.

Best Practices

  • Cater to your customers' needs by ensuring all content is available on multiple devices - including mobile phones - so that your employees can provide world-class customer experience
  • Effectively maintain customer loyalty by ensuring your employees have critical information at their fingertips to respond to demands, by applying intelligent rules-based document assembly, merging and enhancements with headers, footers, watermarks, digital signatures and security settings
  • Meet audit and regulatory requirements by publishing to the ISO PDF/A standard for long-term preservation of content accessible from all devices
  • Implement document classification to identify and compare contracts, customer forms and other documents using technologies like enhanced Optical Character Recognition (OCR) to facilitate de-duplication and extraction
  • Migrate any content - including legacy files - between systems, departments, or even organizations using classification technology to identify the right files for transfer


  • Intelligent Data Extraction: Automatically pull meaningful content from stored documents to facilitate e-discovery, risk assessment, data analysis and other governance goals
  • Progressive Classification™: Find out what content you have and where it is to make intelligent business decisions about what to do with it further downstream, such as defensible deletion, archiving, or routing to another repository
  • Intelligent Content Compression: Take advantage of smaller file sizes for faster flow of information to brokers, executives and analytics engines, which allow increased collaboration and business decisions in real time
  • Compliance: Improve the efficiency of the preparation of submissions to regulatory bodies - such as for Dodd-Frank, GLBA, GDPR, and FINRA - while reducing the chances of human error
  • Long-Term Digital Preservation: Meet strict archiving demands by leveraging Adlib’s metadata-driven rules-based engine to automatically convert content – from emails to customer forms – into PDF/A, the ISO standard for long term retention

Financial Services

Roger and Rupin, our Content Management Experts, look at the trends in the Information Governance space in Banking and Insurance.

Improving Accuracy and Customer Experiences
Improving Accuracy and Customer Experiences
Improving Accuracy and Customer Experiences
Learn how this banking organization improved customer confidence by automating the conversion of documents in SharePoint.
Enabling Company-Wide Information Access
Enabling Company-Wide Information Access
Enabling Company-Wide Information Access
Learn how this bank rendered Word, Excel and Photoshop documents overnight and added intelligent metadata to enhance access to critical corporate information.
Accelerating Money Manager Report Generation Through Automation
Accelerating Money Manager Report Generation Through Automation
Accelerating Money Manager Report Generation Through Automation
Explore how a large financial services company replaced a slow manual process with a largely automated one using Advanced Rendering technology.
Global Investment Bank Manages $3.3 Trillion of Credit Risk Using Adlib’s Extraction Software
Global Investment Bank Manages $3.3 Trillion of Credit Risk Using Adlib’s Extraction Software
Global Investment Bank Manages $3.3 Trillion of Credit Risk Using Adlib’s Extraction Software
Learn how this financial institution managed the credit risk within their contracts using Adlib’s extraction software.

Find a Banking Solution

Looking to explore solutions to help you deliver unbeatable service to customers? Adlib has partnered with some of the top integrators in the world and jointly developed solutions uniquely suited to the needs of the Banking sector. Fully utilize our Advanced Rendering capabilities to deliver unparalleled, metadata-driven, content standardization functionality plus enterprise-grade architecture that enables scalability and success with customer-centric processes.  Click below to find out more.


Leveraging Advanced Rendering technology, the Strator Redaction Editor helps organizations reduce risk and improve the security of redacting sensitive content...

Additional Information on Adlib for Banking

Learn the 7 key steps to ensuring your content is managed effectively and your document-centric processes are optimized.
Learn how Advanced Rendering technology helps organizations meet Sarbanes-Oxley Act compliance.
Achieving competitive advantage in Financial Services means one thing: delivering an exceptional customer experience. Read more in this white paper published in KM World.
This white paper provides insight on key considerations Financial Services organizations need to evaluate when considering enterprise document-to-PDF software, and how they can improve business process efficiency.