Optimizing High-Volume PDF Processes with Automation for Finance

Date & Time

Friday, March 22, 2024 - 1:20 PM PDT  

Location

Platinum 3 (ALLYANT)  

Description

Financial institutions are increasingly aware of the importance of accessibility, not only for their online interfaces but also for the myriad of client-facing documents they distribute. While website accessibility often takes precedence, a substantial need remains to address accessibility in high-volume, client-specific financial documents such as loan agreements, account statements, policy documents, and investment summaries. Given that these documents are frequently produced by outdated systems and the impracticality of manual updates due to their quantity and the need for prompt distribution, the challenge is significant. The question then arises: how can financial institutions ensure that these crucial documents, which often contain confidential client information, are accessible to everyone? Moreover, how can this be achieved without disrupting the current document processing workflows? Join us as we explore the potential of assistive technologies to significantly improve accessibility for large-scale document processes. We will discuss solutions that can be integrated smoothly with existing legacy systems to permit modifications in the "post-processing" stage. This enables the delivery of client documents in accessible formats they require, such as tagged accessible PDFs, braille, or enlarged and reflowed text, without sacrificing efficiency.  

Audience

• Information & Communications Technology
• Government
• Healthcare & Rehabilitation
• Finance & Banking
• Insurance

Audience Level

Intermediate  

Session Summary (Abstract)

We will discuss solutions that can be integrated smoothly with existing legacy systems to permit modifications in the "post-processing" stage. This enables the delivery of client documents in accessible formats they require, such as tagged accessible PDFs, braille, or enlarged and reflowed text, without sacrificing efficiency.  

Primary Topic

Digital Accessibility  

Secondary Topics

• Blind/Low Vision
• Evaluation & Remediation
• Information & Communications Technology (ICT)
• Web

 

Session Type

General Track  

Presenter

• Dave Herr
  Allyant

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