DocuNECT® eLifecycle for FinTech provides a complete cloud-based or on-premise document lifecycle solution that tracks and manages documents from the moment they enter the organization to maintenance a complete chain of custody.

eLifecycle Features

  • Capture Member Documents from Digital Source such as: Fund Management Documents, Account/Member Receipts, Account/Member Documents, Loan Documents,  MeridianLink Documents, DocuSign Integration, Documents from Statement Processing Vendors, Host Processing Reports.
  • Capture Documents from User’s Desktop via the DocuNECT Client Tools to print, scan, drag and drop documents from the desktop.
  • DocuNECT Discovery’s powerful data extraction technology automates the classification and data extraction/assignment leaving your staff more time to service members.
  • Compliant Document Management and Retention functionality. All documents are stored in a secure vault with extensive audit trails to maintain security and compliance. Employees can easily search and retrieve documents to quickly serve member requests.

Benefits

  • Scalability – Streamlined and automated processes ready to support your growth.
  • Security – The platform is hosted in Microsoft Azure which provides unrivalled security and growth capacity.
  • Compliance – SOC 2 Type 2 certified.
  • Transparency – World class communication and searching tools mean that you are provide the latest and most accurate information on transactions.
  • Performance – Hosted on scalable architecture, the eVault can respond to meet the needs of your business.
  • Functionality – Powered by DocuNECT’s powerful architecture, you will have all the functionality you need.
  • CAPTURE

    Capture documents from a number of different sources.

  • DISCOVERY

    Use business rules to classify documents and extract data.

  • DISTRIBUTION

    Consume the verified documents and extracted data.

  • MANAGEMENT

    Secure repository for managing documents.

  • RETENTION

    Manage the document retention and disposition process.