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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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Leading bank uses Adlib to gain access to 3.6m legacy client documents

A major Consumer & Retail Banking Company in the United Kingdom (UK) found themselves unable to access millions of important client files linked to mortgages after a technology upgrade.

Original customer mortgage letters were created and stored using a soon-to-be decommissioned legacy system and had been generated using AmiPro software, which dated back to the 1990s. However, the newly implemented mortgage processing platform was developed using modern technologies, that were unable to process or even access the legacy documents.

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Featured Resources

Finer POints of Document Security Social
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Whitepaper

The Finer Points of
Document Security

Whitepaper

Best Practices For Effective Document Archival

eBook

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



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