For more than 30 years, Adobe has been synonymous with PDFs, bringing trust, security, and innovation to end-to-end business document workflows. For heavily regulated and document-heavy industries such as financial services, accounting, and tax preparation, this trust is essential. From review, analysis, and collaboration to signature and storage — PDFs are the engine that power faster turnaround times, deeper insights, and more efficient customer engagement.

We made significant findings in our recent Adobe Document Cloud Survey of U.S.-based financial professionals.

Acrobat leads in PDF editing — and it isn’t close.

Whether it be to correct errors on contracts, update financial statements, complete tax forms, or redact PII or other sensitive information, most financial professionals (61%) regularly edit or change a PDF-based document, on average, 20 times per month. For those who do, 3 in 4 (74%) use Acrobat, with no other competitor tool remotely in the same ballpark.

Acrobat is the frontrunner for e-signatures.

It’s 2025! Is anyone still relying on paper documents or processes? Who has time to print, sign, scan, and repeat for pages of financial and legal documents?  Clients and business partners now expect digital documents and e-signatures. Two-thirds (64%) of financial professionals regularly sign PDF-based documents and do so, on average, 15 times per month. For those who do, most prefer Acrobat Sign.

The Adobe difference in a sea of point solutions.

The ways financial professionals create, manage, refine, and protect PDFs and other documents are as diverse as the three-letter designations after their names. Yet one constant across the industry is the reliance on PDFs. In a market crowded with competitors and flashy point solutions, Acrobat stands apart — backed by decades of leadership and a breadth of integrated capabilities that support the entire document lifecycle.

Now, as more financial firms and professionals rethink their work and workflows, Acrobat is transforming how they operate with next-generation document intelligence platforms like Acrobat Studio.

Acrobat Studio combines Adobe’s unmatched PDF tools, AI insights, and intuitive, design-free content creation — giving financial professionals confidence that they can meet their document needs at speed, at scale, and to the highest standards.

Adobe Digital Insights (ADI) has been a leader in tracking the global digital economy since 2013, offering the most comprehensive analysis of its kind based on trillions of visits and billions of transactions across the web. With this breadth and depth of data, ADI is uniquely positioned to understand the economy, customer journey, and use of creative AI and is focused on providing creators, consumers, marketers, and people in general with context for their digital creative and commercial lives. Just as ADI derives insights from Adobe Analytics and Experience Cloud data, the team is beginning to understand the generative creative world through survey sources and analysis of the prompts that have been used to generate more than 22 billion AI assets in Adobe Firefly.

https://business.adobe.com/fragments/resources/cards/thank-you-collections/acrobat