Everything you need, all in one place.
Enterprise Content Management
Store internal and external documents with quick look-up and retrieval based on intelligent tagging, searching, and sorting of forms and documents. You can also ‘push’ documents from external systems to a central document repository by leveraging the bank.io OXP API included with your license.
Key Features
Secure document storage & access
Documents are stored securely, encrypted, and restricted based on user roles and privileges. All data is resident in the United States and hosted in SoC2 certified Microsoft Azure data centers.
Backup & disaster recovery
Production environments are continually backed up with tested disaster recovery processes to eliminate data loss and decrease downtime in the event of catastrophic events.
Intuitive interface
Empower authorized staff to quickly load and link forms to accounts and specific workflows. Plus, simplify changes with quick form updating and field association.
Structured document library & search
Documents can be organized into folders for easy management. You can quickly locate document templates, AOS & LOS forms, and customer documents using the intelligent tagging, search, and sorting capabilities.
Digital document signing
Send forms for digital signature on-demand by leveraging bank.io OXP’s e-signature integration.
Configurable workflow engine
Build workflows for product adjudication and customer relationship management. Automatically assign tasks with due dates and access reporting on workflow completion rates and outcomes.
Automatic profile-document linkages
Automatically link bank.io OXP origination application documents with member profiles.
