Financial Services

Process transactions faster to increase revenue and boost your bottom line.

What’s your strategy for meeting SEC 17a-4c compliance?

Introducing ILINX Event Tracker.

Many financial services companies are scrambling to comply with new SEC regulation regarding broker-dealer records. Our quick-to-implement ILINX Event Tracker provides a reliable tool that will help you meet criteria specified in SEC 17a-4c by creating non-rewritable and non-erasable formats of broker-dealer event records for storage on electronic media.

ILINX Event Tracker allows you to take structured data—data extracted from your line-of-business system databases—and convert it to a non-erasable and non-writable formats such as TIFF, PDF or PDF A. Strategic metadata will accompany your records to storage to enable speedy retrieval during the required time period.

Join other organizations who have expediently solved their SEC 17a-4c compliance challenge. Contact us today to see a demo of ILINX Event Tracker.

ECM business solutions

Business solutions

  • Mortgage processing
  • Commercial & wholesale processing
  • Customer onboarding
  • Accounts payable & receivable
  • Business office
  • Mailroom automation
  • Anti-money laundering
  • Customer service
  • Human resources
  • Digital mailroom
  • Meet compliance policies
ImageSource ECM benefits


  • Quicker transactions
  • Increase revenue
  • Improve responsiveness
  • Business analytics
  • Accountability
  • Compliance & transparency
  • Share information across the enterprise
  • Eliminate bottlenecks
  • Extend the power of your ERP & LOB
ImageSource ECM technologies


  • Capture: electronic & paper
  • Workflow & BPM
  • Electronic capture
  • Advanced capture
  • Content management
  • Retention management
  • Integration
  • Conversion
  • Migration
  • Analytics

Enable efficiencies that will positively impact your bottom line

  • ingest secure data during a transaction
  • Self-service reduces labor requirements
  • Have the right information at your fingertips when you need it
  • Meet regulatory compliance
  • Automate to reduce operating costs
  • Automatically ingest and trigger workflow for files as they come in via fax, email, etc.
  • Get information into your systems quicker to accelerate money inflow and increase profits
  • Automatically identify document type, extract data and start a workflow
  • Configure automatic email alerts for action, inaction or an exception
  • Automatically convert document formats upon import or during workflow

Featured solutions

Secure Portal Upload

Enable customers and employees to upload documents from a desktop or mobile device anytime, anywhere.

  • Request specific document types from external customer via email
  • Customers easily upload electronic documents from home computers or mobile devices
  • Allow customers to automatically submit to your business process
  • Reduce time to open new accounts, obtain trailing documents, receive HR or invoices from key stake holders

Email Capture

Send indexed email from Outlook and inject directly into your business process or your repository with a simple right click of your mouse.

  • ​Contribute single or multiple email messages
  • Automatically include data from email fields, like date received, subject or sender
  • Capture email body, attachments or both
  • Automate database look-ups during indexing
  • Capture multiple data types

Advanced Capture

Touch-free processing—automatically extract data from documents to populate your line of buisness systems sooner.

  • ​Automatic document separation and classification
  • Automatically extracts information without intervention
  • Extract data for big data analytics
  • Converts documents to ideal format type
  • Allows for faster SLAs
  • Increases satisfaction with customer interactions

First Interstate Bank: improved information processes


"We have received over 75,000 electronically submitted documents that in the past required two copies - one printed and one faxed. Removing the paper and printing cost alone has saved us over $22,000 in just the first six months in production."

Stacy Hall, First Interstate Bank

Increase customer loyalty & grow market share

Financial service increase customer loyalty and grow market share

Focus more on your customer, less on the process 

Automate processes and integrate data to allow your customer-facing workers to provide more personal and immediate service.

Respond quicker to any request

Access critical information, process requests, make better decisions and lock down opportunities faster.

Increase up-sell and cross-sell opportunity

More face time will allow you to find out where a customer's needs intersect with your offerings, increasing customer lifetime value and customer share-of-wallet.

Consolidate data for improved customer service

Pull data from multiple sources and deliver in a single interface so workers can access data while staying within their home application.

Use analytics to know your customer better

Gain visibility into your processes to see where you can streamline to better serve your customer base.

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ImageSource is a leader in ECM integration and the manufacturer of ILINX software

ImageSource is a recognized leader in consulting, strategic analysis and rapid application deployment of Enterprise Content Management (ECM) solutions. Founded in 1994, ImageSource is a privately held corporation headquartered in Olympia, WA. We currently provide business process automation for organizations ranging from SMBs to Fortune 500.