Case Study: Leading UK Bank achieves compliant access to 3.6 million legacy client files with Adlib Software

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

Leading UK Bank faced a major compliance and customer-service challenge after a system upgrade left 3.6 million mortgage client files inaccessible. The legacy documents, created in AmiPro and stored in an older format, could no longer be opened in the new platform, putting the bank at risk of regulatory fines, manual processing costs, and client churn. To solve this, the bank turned to Adlib Software and its document transformation capabilities.

Adlib Software used its platform and professional services to convert the bank’s 3.6 million legacy .SAM files into searchable, high-fidelity PDF documents that could be loaded into the new mortgage system. The project was completed in just 6 weeks, with 100% of files successfully converted, enabling staff and regulators to access the records immediately. As a result, Leading UK Bank reduced compliance risk, avoided costly manual rework, and improved customer response times.