Financial Services
EAA Compliance for Financial Services Organisations
Financial services firms produce more customer-facing PDFs than almost any other sector. Bank statements, policy documents, annual reports, fund factsheets, and marketing brochures must all meet the requirements of the European Accessibility Act. ComplyLoft automates the remediation of those documents at the scale financial services organisations actually operate at.
The Scale of the Problem
Financial services organisations face a PDF accessibility challenge unlike any other sector
Banks, insurers, fund managers, and investment firms publish PDFs as a core part of their regulated service. The volume is enormous, the document types are diverse, and the consequences of non-compliance are direct. The European Accessibility Act has been in force since 28 June 2025, and enforcement is the responsibility of national authorities across every EU member state.
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Banks produce statements, notices, and product information documents in the millions, many generated by legacy billing systems that cannot natively output accessible PDFs
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Insurers distribute policy documents, terms and conditions, and renewal notices that must be accessible to all customers regardless of disability
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Fund managers and investment firms must make factsheets, KIDs, prospectuses, and annual reports accessible as part of their regulated disclosure obligations
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Marketing teams within financial services organisations are significant producers of in-scope PDFs. Brochures, campaign materials, product guides, and fund factsheets must all be accessible before publication, and the back-and-forth between marketing and compliance teams to achieve this adds cost and delay that ComplyLoft removes
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Organisations that cannot produce accessible PDFs at volume face penalties, reputational risk, and the practical challenge of remediating a document backlog that grows faster than manual teams can address it
“ComplyLoft helped our team to deliver rapid accessibility compliance while cutting our manual efforts considerably”
Darragh Wylie
Head of Operations, BCP Asset Management
Document Types
ComplyLoft remediates the full range of financial services PDF types
Financial services organisations produce a wide variety of document types, each with its own structural characteristics and remediation requirements. ComplyLoft handles all of them.
Annual Reports, Factsheets and Brochures
Design-heavy publications including annual reports, fund factsheets, and marketing brochures. ComplyLoft automates the structural remediation of these documents and typically brings them to approximately 90% compliance, with human review completing the remainder.
How It Works
From document audit to compliant output at scale
Pre-engagement audit
Before any commercial commitment, ComplyLoft processes a representative selection of your documents and returns them with expert markups from our accessibility team. You see exactly how the platform performs against your actual files.
Template review and configuration
Train staff and integrate your systems
For high-volume system-generated documents such as statements and notices, ComplyLoft reviews your document templates and configures the platform around your specific structure and edge cases.
Staff training and API integration
A 30-minute training session covers UI-based remediation for ad-hoc documents. For high-volume workflows, the ComplyLoft API integrates into your existing systems so documents are remediated automatically as they are generated.
Automate, review, and sign off
Remediation runs end-to-end with validation. Your team reviews outputs, makes any necessary adjustments, and signs off. The final compliance determination always rests with your team.
Export with audit logs
Remediated PDFs are exported with full audit logs and compliance reports, giving your organisation the evidence trail it needs for regulators, internal governance, and client reporting.