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Solix Enterprise Content Services for Financial Institutions
Solix ECS enables financial institutions to automate lending, client onboarding, audit, compliance, and fraud investigation with secure, cloud-based content management, AI-driven automation, and robust regulatory compliance.
Automate Lending
Designed to securely capture, store, route, and govern loan-related documents throughout the lending lifecycle, Solix ECS can help automate the loan application, underwriting, and other lending-related processes to improve the speed and accuracy of lending decisions, reduce operational costs, and enhance customer experiences. Additionally, ECS's automated data classification, retention, and legal hold capabilities help improve compliance with data regulations such as GDPR and Basel II.
Client Onboarding
A collaborative and omnichannel client onboarding experience is paramount for delivering financial services successfully to modern, digitally savvy customers. Solix ECS enables clients and internal teams to securely share and access confidential information, assign tasks, and process documents for a transparent and seamless client onboarding process.
Audit & Compliance
With Solix ECS, financial institutions can capture, store, and manage regulatory information, such as compliance policies, audit reports, Customer KYC documents, Transaction logs, AML assessments, and reports, in a centralized and compliant cloud repository. This enables financial institutions to respond quickly to audit requests, track changes to policies and procedures, and improve overall compliance posture and readiness.
Fraud Investigation
Solix ECS helps automate and centralize capture, storage, and management of all relevant evidence related to a fraud case for collaborative analysis by different teams and departments, such as legal, compliance, and finance, to ensure successful and timely completion of fraud investigations. Additionally, to meet regulatory and legal requirements, Solix ECS can automate the retention of all evidence and documents in immutable storage via policy-driven data retention and legal hold management.
Wealth Management
Solix ECS provides wealth management firms with a centralized client document portal for capturing and managing all relevant client information, including financial statements, investment reports, and legal documents. It eliminates paper-based processes while enabling wealth managers to seamlessly collaborate with clients and analyze client data for transparent investment decisions that align with clients' goals and risk tolerance. Additionally, the audit and policy-driven data retention and legal hold capabilities of Solix ECS help wealth management firms to automate compliance with regulatory and legal requirements.
Platform Overview
Solix ECS is an all-in-one, cloud-native platform offering secure, centralized content management, AI-powered automation, robust compliance, and seamless collaboration for enterprise workgroups, enabling productivity, governance, and cost-effective digital transformation at scale.
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Enterprise Cloud Repository
Break data silos with a single, secure cloud content hub. Store, organize, discover, process, and govern every file in one place.
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Generative AI
Embedded GenAI services auto‑classify documents, surface insights, enable Q&A, generate summaries, create new content, and power natural‑language search.
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Secure Sharing & Collaboration
Share content safely with colleagues, partners, and customers using granular permissions, expiring secure links, and guest workspaces.
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Governance & Compliance
Automated audit trails, encryption in transit and at rest, retention schedules, smart classification, and legal holds ensure compliance.
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Data Security
Zero‑trust architecture, role‑based access controls, file permissions, redundant storage, and 256-bit data encryption at rest and in motion ensure data security and integrity at all levels.
Secure, Compliant & Enterprise Ready
- Data encryption in transit and at rest
- Comprehensive compliance and assurance programs
- Audit logs, data loss prevention, single sign-on and much more
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