Use Case
Financial Services
Financial services content carries a different weight. Rates, terms, charges, eligibility rules, disclosures, application guidance, adviser material, broker content, archived offers, and investor documents can influence a customer decision before the firm is directly involved. That content is no longer read only inside the journey the firm designed. Customers, regulators, comparison services, search engines, AI search, and AI agents can reach public PDFs through product pages, broker sites, adviser pages, campaign archives, portals, and investor areas. AI agents will increasingly help customers compare products, check eligibility, gather documents, understand charges, and prepare applications. The firm needs those agents to reach the current approved information quickly, understand it correctly, and guide customers into the right interaction route. If an agent works from old rates, superseded terms, expired offers, or unmanaged partner material, the issue is not only poor access. It can distort the customer journey, weaken disclosure control, create unnecessary risk, and give competitors with clearer AI-readable content an advantage. Handled well, the same content becomes a strength. People get information in a form they can use, AI agents get structured information they can trust, and the firm has a better chance of being represented accurately when customers compare providers.
Summary
Financial services organisations manage disclosure, conduct, customer understanding, and regulatory confidence. The next requirement is making public information usable for people, search engines, AI search, and AI agents, without losing control of approved rates, terms, eligibility rules, and application guidance. At enterprise scale, product pages, broker journeys, adviser content, investor areas, campaign archives, and PDFs cannot be managed through manual remediation alone. Material outside the customer journey can still influence comparison, application preparation, advice, and regulatory interpretation. aicm converts linked PDFs into inclusive web content automatically, without altering the source file. It helps firms give AI agents faster access to current approved information, support accessible journeys, and reduce reliance on unmanaged public material. For firms that act early, this is competitive advantage. Better structured content improves AI readiness, strengthens conduct confidence, and helps the firm be represented accurately when customers and agents compare providers.
The Challenges
Regulation, volume, and documents
that never stop changing
Litigation
1 in 4Repeat accessibility lawsuits in 2024
In 2024, 1 in 4 accessibility lawsuits in the United States targeted organisations previously sued for the same issues. Financial services is one of the most consistently targeted sectors in that pattern.
Speed
99%Time savings and 0% Internal distraction.
What previously required weeks of specialist correction, updates and review is now dealt with automatically.
Volume
23minPer page to manually remediate a PDF
That is the time required to tag headings, images, tables, and form fields by hand, for each page, before a single new document is considered.
The obligation is in force. In the United Kingdom under the Equality Act 2010, in the United States under ADA Title III, Section 504, Section 508, the California Unruh Act, and the New York Human Rights Law, in Australia under the Disability Discrimination Act, and across the European Union under the European Accessibility Act from June 2025.
Awareness of PDF-specific obligations outside specialist compliance and legal teams may be limited. The mandates are multiple and overlapping, and the PDF estate sits across investor relations, marketing, regulatory filings, and client communications, with no single team holding a view of the whole.
Annual reports, prospectuses, proxy statements, and investor disclosures filed through SEC EDGAR must be accessible. DOJ guidance specifically names budget books, Annual Comprehensive Financial Reports, and government finance publications. Many of these documents are published without accessibility structure.
In 2024, 1 in 4 accessibility lawsuits in the United States targeted organisations previously sued for the same issues. Financial services is one of the most consistently targeted sectors in that pattern.
Manual accessibility work runs at 23 minutes per page. That is the time required to tag headings, images, tables, and form fields by hand, for each page, before a single new document is considered. At the volumes a mid-size or large financial services organisation maintains, the hours involved are not a practical allocation.
How It Works
How automation works
A single secure tag is added across the firm’s digital landscape, including product pages, broker journeys, adviser content, campaign pages, investor areas, and archived public material. It keeps the original PDF in place, while serving an inclusive web version beside it. ARTY recognises the visitor and responds with the right format. That may be a customer using assistive technology, a regulator reviewing disclosures, a search engine, AI search, or an AI agent checking rates, terms, eligibility, fees, or application guidance. The value is control with low operational demand. AI agents can be guided toward current, approved content and routed into the right customer journey, rather than building answers from expired offers, old disclosures, or unmanaged broker material.
The Outcome
Inclusion isn't just human
The organisation’s public-facing document estate is covered continuously, without specialist resourcing and without a processing queue.
Against manual processing, the cost reduction is 95% and the time saving is 99%. Accessible versions stay current as the estate changes, meeting the needs of people, AI search, and AI agents alike.
That gives the organisation stronger control over what is found, understood, and acted on, creating a clear advantage over firms still leaving document content unmanaged.
The Detail
Real-world outcomes
| Firm | Estate | Manual cost | Manual time | Expand |
|---|---|---|---|---|
| Mid-size US firm 600 PDFs, 5700 pages | 600 PDFs | ~$115,000 | ~2,300 hours | |
| Small firm scale 320 PDFs, 3,500 pages | 320 PDFs | ~$61,333 | ~1,227 hours | |
| Medium scale 600 PDFs, 5,650 pages | 600 PDFs | ~$115,000 | ~2,300 hours | |
| Large scale 12,000 PDFs, 109,000 pages | 12,000 PDFs | ~$2.3 million | ~46,000 hours |