DocuNECT® Lifecycle 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.

Lifecycle 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.


  • 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 documents from a number of different sources.


    Use business rules to classify documents and extract data.


    Consume the verified documents and extracted data.


    Secure repository for managing documents.


    Manage the document retention and disposition process.