Case Study: Major US mortgage Financial Services organization secures PII and unlocks 70 years of content value with Adlib Software

Financial Services Organization Addresses PII Risk and Identifies the Real Content Problems Behind It

Financial Service Organization, a large US mortgage-related financial services company, faced a massive information-governance challenge after a digitization initiative: 70 years of paper and unstructured content across multiple repositories, millions of pages that were not searchable, unknown PII exposure, internal breaches, and reliance on multiple vendors that still couldn’t reliably find, secure, classify, or archive sensitive data. To address this, the organization engaged Adlib Software and its Content Elevation Process™ and related services to identify and manage PII and surface the real content problems behind the risk.

Adlib Software implemented its Content Elevation Process™ with Progressive Classification™, de-duplication, redaction and content analysis to create a cleansed, searchable content library and an audit trail. The work exposed previously “dark” data, identified and protected PII, enabled retention and accessibility of critical customer documentation for 30+ years, accelerated customer response times, and reduced vendor complexity—delivering clearer data-driven decision-making and measurable risk reduction.