USE CASE Improving Accuracy and Customer Experiences By using Adlib, a banking institution now automatically converts, creates, and populates PDF files, and then stores the PDF files in Microsoft ® SharePoint ® . THE CHALLENGE An institution that provides a full array of financial services needed to counter a drop in customer confidence and establish a more efficient system for processing up to 100 new client documents daily. They were searching for a capable automated solution to integrate with SharePoint. They were faced with a number of tough challenges. This organization needed to: • Implement a quick and efficient way of converting documents • Eliminate the chances of human error • Deal with lack of customer confidence © ADLIB 2014 UC_BANKING_100814 215-3228 South Service Roa

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