Banking & FS

Document automation for Malaysian banks

Regulated document journeys — identity packs, facility letters, and board materials — orchestrated with Acrobat Sign, Acrobat Services API, and Power Automate on Microsoft 365.

Priority scenarios

Where Adobe fits the bank

  • KYC / onboarding packs — combine ID scans (OCR), protect, Sign consent, file to secured library
  • Credit / facility agreements — sequential Sign with relationship manager → credit → customer
  • Board & committee packs — Acrobat Studio / Pro review, watermarked exports, post-meeting archive
  • Vendor / outsourcing NDAs — batch Sign with SLA escalation in Teams
  • Marketing brand ops — Express / Firefly with approval gates (non-customer data)

Suggested MY COM SKUs

Acrobat Sign Solutions enterprise / business

Acrobat Pro / Studio for authors & reviewers

Acrobat Services API for PDF factory volume

Creative Cloud / Express for brand & communications

Controls

FS design notes

Keep personal data out of Teams posts and flow run comments. Use sensitivity labels, segregated SharePoint sites, and DLP policies on Power Platform. Pair with your PDPA / BNM process owners — see the PDPA workflow guide.

Build the Sign flow