Case Study: Large Financial Services Company achieves faster, compliant monthly reporting — cutting report generation from 20 days to 3 with Adlib Software's Advanced Rendering

Accelerating Money Manager Report Generation Through Automation

Large Financial Service Company struggled to compile monthly money manager reports from 13 different systems, requiring a 10-person team and about 20 days to produce a single report while maintaining 100% searchability and up-to-date investment data. To address this, they engaged Adlib Software and its Advanced Rendering/Adlib PDF Enterprise technology to standardize and automate content from multiple sources.

Adlib Software implemented an automated Advanced Rendering workflow that replaced slow, error-prone manual steps and produced high-fidelity, fully searchable PDFs that meet compliance needs. The solution cut report creation time from 20 days to 3, eliminated labor-intensive processes, and improved analyst service levels—reducing customer turnover and significantly increasing client satisfaction.