Banking & Finance - ezidox USA

Banking &
Finance

Collect sensitive client data within a secure environment. Empowering Financial institutions to increase productivity, improve your customer’s experience and helps with compliance and regulatory obligations.

Built for Banking and Finance

Auto-Redaction Auto-Redaction
Auto-Redaction

Automatically redact defined, sensitive and highly confidential information as a document is uploaded.

SOC 2 Type 2 Compliance SOC 2 Type 2 Compliance
SOC 2 Type 2 Compliance

Top level SSL certificate, IP blocking, data encryption, multi-factor authentication and more.

Access across multiple devices Access across multiple devices
Access across multiple devices

Mobile apps ensures you can review documents anytime and anywhere.

Automated notifications Automated notifications
Automated notifications

Reduce rework and time spent tracking and monitoring documents. Let ezidox do this for you automatically via email/sms notifications.

Full Audit trail Full Audit trail
Full Audit trail

All document movements and workflow items are supported by audit trails.

Document Purge Settings Document Purge Settings
Document Purge Settings

Allow alignment with required retention schedules.

Data Source Compare Data Source Compare
Data Source Compare

Comply with QA processes with document comparison and validation.

White label solution White label solution
White label solution

Turn on branded templates, custom URL, and Email to maximise UX.

E-Signature integration E-Signature integration
E-Signature integration

Support document signing of uploaded forms, agreements, T&C’s in one platform.

Automatic file naming Automatic file naming
Automatic file naming

Use unique meta-data to safely manage, track, report, and find documents supporting multiple native files.

Futureproof for Open Banking

Open Banking with ezidox

ezidox™ holds an unrestricted level of CDR accreditation, [ADRBNK000037], as an Accredited Data Recipient.

Know more
Futureproof for Open Banking
Turning every project into a success story
View case studies

Integrations

  • Integration
    Integration
    Integration
  • Integration
    Integration
    Integration
  • Integration
    Integration
    Integration
    Integration
    Integration
  • Integration
    Integration
    Integration
  • Integration
    Integration
    Integration
  • Integration
    Integration
    Integration
    Integration
    Integration