Financial Services

Workflow

Securely route inquiries, request for information and all steps of the application process. Acquire data from paper process, eforms, portals and chats through your existing business processes. Visibility to status and exceptions are all easily managed within the ILINX platform and modules.

Approval

Requests for information, loan applications and other customer interactions are tracked, managed and routed for approval identically to any paper-based workflows. ILINX can communicate with multiple business systems or run processes independently. Accelerating the review approval process and tracking status ultimately accelerates funding.

Compliance

Improve regulatory reporting to meet SEC, Dodd Frank Act and SOC 2 requirements while reducing risk. Accurate, complete and secure data is made actionable and accessible with the ILINX platform and modules.

Capture Email on Demand

With a simple right click of your mouse, ILINX Capture Email Import allows you to distribute and index single or multiple email messages, including attachments, to your ECM system.

Document Exchange Portal

ILINX Secure Portal Upload allows customers, members and employees to upload documents from a desktop or mobile device to accelerate any kind of processing, from loans to HR documents.

Hands-Free Processing

With ILINX Advanced Capture you can achieve hands-free processing to get more accurate information into your systems sooner, so you can make critical decisions, faster.

Automatic Document Import

ILINX Import reliably imports from, and releases content and attachments to, multiple systems. It includes full auditing/logging capabilities, modules to improve image quality, and upload documents from a website.

Convert Document Formats

ILINX Capture Format Converter enables the conversion of files from multiple formats to one or two easily digestible formats, improving security by keeping documents safe from unwanted modification.

Convert Document Formats

ILINX Capture was designed for a distributed environment, and is the most flexible platform for onboarding information.

Our flexible architecture supports quick deployment—no thick client installations on every workstation and device. Whether your operations span a few miles or the globe, your entire capture environment can be securely managed with ease from a central location. Active directory and sophisticated permissions allow your IT group to have detailed control over user access and activity.

Ease of use

A simple user interface is designed minimal if any training is needed to operate as an expert. The ILINX platform can be integrated into your primary loan processing workflow or another line-of-business application. This enables working with data and documents while advancing approvals from anywhere with the security of your IT infrastructure in place.

Customer experience

Access from any location via a browser as a knowledge worker, administrator, or IT specialist. Our web-based platform is easy to access, use, and maintain. The ILINX interface is customizable by user or group providing access to only the necessary documents, data, and steps for individual users. Easily add custom business logic to automate manual processes. Customer satisfaction is measurably improved when loan review, approval, and funding timelines are improved.

Ease of deployment
The ILINX platform can be deployed quickly in days, even hours, versus weeks or months. Deploy as a SaaS, on-premise solution, or hybrid solution and easily maintain the solution remotely. The robust, well-documented API's make integrations to existing and even legacy business systems easy and reliable.

Lower total cost of ownership
No page count licensing means you can grow and expand your solution without budget constraints. The ILINX platform reduces the costs associated with paper, storage, and manual processes. Deploy additional modules, like RPA, within an affordable infrastructure.

Increase the value of your content

ILINX optimizes images for automated processes like indexing, classifying, and validating documents. Create searchable content, and prevent data loss by protecting personally identifiable information (PII) in any work environment. Analytics and reporting identify customer patterns and system optimization opportunities.

First Interstate Bank teams with ImageSource to implement ECM processes that includes eForms creation, management and routing. Serving 49 branch locations, the forms eliminate duplication, speed processing and have allowed the bank to realize huge ROI. Watch the video.

Solutions for Financial Services

Need more to Capture? We have the tools.

Providing business process automation for our customers and partners ranging from SMBs to Fortune 500