Case Study: Banking Institution achieves automated PDF conversion and improved customer confidence with Adlib Software

Improving Accuracy and Customer Experiences

Banking Institution, a full-service financial organization, faced declining customer confidence and needed a more efficient, error-free way to process up to 100 new client documents daily and integrate with Microsoft SharePoint. They turned to Adlib Software, deploying Adlib PDF/Adlib PDF Enterprise with Advanced Rendering to convert, create, populate and store PDF files automatically in SharePoint.

Adlib Software implemented workflow connectors and Advanced Rendering to automate document-to-PDF conversion and storage within SharePoint. The Banking Institution gained a fast, accurate, high-volume conversion process that reduced human error, improved customer experience and confidence, and streamlined handling of client documents.