PDF Accessibility for Leading Finnish Bank

Over the years, Quertum has built a strong collaboration with companies in Nordics. This time, our client is a well-established bank in Finland, sought to centralize and streamline document production across its entire banking group. The bank’s mission is to promote financial well-being responsibly, offering comprehensive retail banking services alongside investment, real estate, and insurance solutions. Committed to sustainability and excellent customer service, the bank aimed to transition from an outdated document management system to a modern Customer Communication Management (CCM) solution to enhance efficiency and compliance.

A significant part of this transformation involved a large-scale data migration, a process prone to data silos and losses. Additionally, the approaching European Accessibility Act (EAA) compelled businesses to adapt rapidly—an especially challenging feat for large-scale organizations.
Recognizing the need for a comprehensive and experienced team of Quality Control specialists, Solutions Architects, and Senior Developers skilled in Interactive, Scaler, Designer, and Project Management, bank engaged Quertum to support its transformation efforts. Together, we delivered high-demand services that have earned the trust of thousands of clients for decades and helped businesses modernize their Customer Experience (CX) solutions.

Business Challenges

As the bank sought to modernize its document production processes, several challenges emerged, compounded by the pressure of meeting upcoming accessibility standards by June 28, 2025:

1. Document interfaces were not aligned with the bank’s branding.
2. Existing documents did not comply with EAA accessibility requirements.
3. High operational costs due to reliance on the outdated legacy system.
4. Inefficiencies in document production and process management.

Project Goals

The primary objective of the project was to facilitate a seamless migration while ensuring compliance with accessibility regulations and improving efficiency. Key goals included:

• Avoiding interruptions in day-to-day business operations during the transition.
• Migrating processes and documents from the legacy document management system to Quadient Inspire.
• Ensuring 100% compliance with accessibility standards for all new documents.
• Implementing branding details within the migrated documents.

Service Delivered: Data migration from the outdated system to Quadient Inspire
Project Duration: January 2024 – December 2024

Technical Implementation Overview

The project required a structured approach that combined strategic planning with robust technical execution. The initial phase involved a thorough assessment of the legacy document management system, analyzing document structures, workflows, and accessibility gaps. This groundwork enabled the seamless configuration of the new Inspire system to align with the bank’s operational requirements and infrastructure.

A major component of the migration was the complete redesign of document templates. These templates incorporated the bank’s latest branding elements while ensuring compliance with stringent accessibility standards ahead of the EAA deadline. Multi-language support, including Finnish and Swedish, was integrated to accommodate the client’s diverse customer base.

To enhance efficiency, we automated key document production processes using Inspire’s advanced workflow management features. This significantly reduced manual interventions, lowered operational costs, and streamlined document generation processes.

Ensuring accessibility compliance was a top priority. Our team conducted rigorous testing throughout the migration to verify screen-reader compatibility and proper document structuring. Compliance checks were crucial for meeting regulatory requirements and providing an inclusive user experience. Additionally, comprehensive Quality Assurance (QA) testing and User Acceptance Testing (UAT) were conducted to ensure the final solution met all client expectations before deployment.

Execution Steps

1. Initial Assessment: Detailed analysis of legacy systems to identify migration challenges.
2. Planning & Resource Allocation: Development of a migration roadmap, considering system complexities.
3. Development: Implementation, leveraging Inspire’s advanced features to bridge technical gaps.
4. QC Testing: Validation of document integrity, accessibility, and compliance.
5. UAT & Client Approval: Extensive user acceptance testing to ensure alignment with business needs.
6. Go-Live & Post-Implementation Support: Deployment with tailored support to address post-migration needs.

Unique Value Delivered

The implementation of accessible and compliant PDFs significantly enhanced customer experience, maintained the bank’s reputation, and mitigated EAA compliance risks. Achieving accessibility within the EAA framework posed unique challenges, particularly in preserving the brand’s tone and visual identity. Quertum successfully delivered fully compliant and branded documents that adhered to accessibility standards while maintaining a consistent user experience.

Through this project, Quertum improved document production efficiency and ensured full accessibility compliance for over 100 documents. The bank now benefits from a modern, streamlined document management system that enhances operational efficiency and regulatory compliance.

Key Results

• Successful migration from the legacy system to Quadient Inspire.
• Full compliance with EAA accessibility standards with ensured PDF/UA Accessibility
• 100+ fully accessible branded document templates.
• Improved operational efficiency and reduced manual workload.

Full GDPR Compliance

100+ documents created both in Finnish and Swedish

Full PDF/UA Accessibility implementation