Retail banking
Prioritize account disclosures, fee schedules, and account-opening documents. Identify the owner and effective date.
PDF accessibility for banks & financial institutions
A customer’s next step starts with a document.
An account disclosure. A fee schedule. A loan application. When a PDF is inaccessible, an everyday banking task can become a barrier. Help your customers and members move forward—with a manageable path through your institution’s PDF backlog.
Organize documents by product and effective date
A disclosure is only useful if it is the version customers receive. Keep current fee schedules, rate tables, and applications separate from superseded material.
Lending
Group loan applications, mortgage checklists, and supporting forms by product and stage of the customer journey.
Operations and compliance
Keep approval responsibility, source webpage, and the reviewed document version together for publication and future updates.
Make the publication handoff explicit
Example: crawl public product pages, review the automatic audit categories, and group active disclosures by business unit. Remediate the selected files, then have the document owner check rates, amounts, and meaning before the digital team replaces the published PDFs.
Use the source webpage and retained report to connect the review to what customers actually download.
Give rate tables and forms a deliberate review
Check that table headers describe the right rates and fees, form fields have meaningful labels, and reading order preserves conditions and footnotes. The manual editor and automated remediation are both available in the VORA Dashboard.
Start with one file or a priority set
The VORA Dashboard is free forever. Manual remediation in its editor is free. Automated remediation costs $4 per credit: one per page, plus one per table. Review the estimate before starting.
Get the VORA Dashboard freeQuestions before you start
How do we handle a rate or fee change?
Submit the revised PDF and review the estimate if using automation. Have the content owner verify the figures and keep the new report with the published version.
Can different business units work separately?
Organize work by site or project and invite colleagues to the relevant workspace. This keeps document ownership and review responsibilities clear.
Should we upload customer statements containing personal information?
Begin with public disclosures and blank forms. Discuss sensitive files and the required privacy, security, and contractual arrangements with your team and ADAComply before uploading them.
Discuss your document program
Tell us your document volume, source systems, review needs, and target date.
Request a product demonstration 810-705-1794