Case Study: Leading Investment Management and Investment Services Company achieves automated, searchable access to customer statements and increased workgroup productivity with Adlib Software

Delivering Improved Access to Documents

Leading Investment Management and Investment Services Company faced a costly, manual process: thousands of mainframe-generated customer statements were printed and stored on paper each day, making documents hard to access, search and retrieve from their Document Management System. To address this, the organization engaged Adlib Software and its Adlib Content Intelligence platform to modernize document processing and accessibility.

Adlib Software automated the conversion and rendering of customer statements from the DMS, integrating with the existing environment to enable searchable, digital documents and paperless workflows. As a result, the company now processes thousands of statements per day more accurately and efficiently, reduced costs through a paperless solution, increased workgroup productivity across business units, and improved the overall customer experience.