Financial Services Solutions
Innovate customer-facing and back-end processes with one powerful platform.
Today’s financial services customers expect delightful digital experiences, omnichannel access, and convenient 24/7 self-service options for accounts, transactions, and loans. ILINX leverages AI and workflow automation to help your organization meet user demand with seamless information onboarding, efficient processing, tailored services, and peerless cybersecurity. That’s real process innovation, which adds up to happier customers and higher retention.
Use Cases
- Create processes transparency with unified experiences for customers and employees
- Onboard information from any source, including eForms, FTP, email, or paper documents
- Redact information based on role or location to protect PII and ensure data security
- Leverage AI to identify and classify information, automate next steps, and speed fund decisions
- Invigorate legacy business systems by connecting data silos with current business processes
Enhance services with intelligent experiences
AI-enhanced ILINX Engage presents customers with account information, notifications, status updates, and proactive recommendations. The same digital experience adapts to the needs of back-office employees, speeding processing while presenting managers and executives with unified data and insights. This intelligent experience facilitates multiple processes and user personas in a single interface, accessible on any device.
Process loans faster to win business
The ILINX platform bridges the gaps between your organization’s line of business systems to surface, unify, and route content directly where it’s needed. Whether arriving through the mailroom, FTP site, email, or eForms, ILINX leverages AI to capture information, analyze it, and make determinations about next steps. It drives processes via intelligent workflow to facilitate faster loan decisions, offers, and funding.
Secure sensitive financial data and PII
Leverage rule-based permissions to limit who can access your customers’ financial data and personally identifiable information (PII). ILINX Data Loss Prevention uses AI to identify sensitive content and redact it from everyone except those who need it, providing extra security for operations performed remotely. Track the chain of custody, ensuring security and peace of mind for your customers.
Real-World Applications for Financial Services
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Lending
Enable customers to initiate applications 24/7, collect supplemental information, and automate processing steps.
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Analytics
Get insights into customer behavior, budgeting, and operations to improve operational resilience.
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Claims
Accept claims, manage communication, and route information to knowledge workers, tracking processes to meet mandated timelines.