One Engine for
Intelligent Automation
INFO-ACCESS (IA) is a cloud-based exception tracking and collateral management system integrated with document imaging.
INFO-ACCESS (IA) Is a complete document imaging, exception tracking, collateral management, & dashboard solution for financial institutions.
Organizes and presents data, documents, exceptions, and events for loan and deposit compliance requirements.
Real-time integration with major document management systems.
OnBase
Synergy
Result: IA (INFO-ACCESS) is the best of breed Intelligent Automation solution.
Complete and proven, with implementations for over two decades in the mid-tier bank market, including a number of banks between $10 billion to $35 billion in asset size.
Speak with our team
INTEGRATION TO CORES
Seamless Integration to Major Banking Cores
INFO-ACCESS connects nightly to the major core blanking platforms, keeping data in lockstep with your system of record.
FIS
IBS
AffinityEdge / Miser
Systematics
Horizon
Fiserv
Premier
Signature
DNA
Precision
Jack Henry
Silverlake
Symitar
CIF 20/20
Cora Group
Phoenix
CSI
NuPoint
INTEGRATION TO CORES
Seamless Integration to Major Banking Cores
INFO-ACCESS connects nightly to the major core blanking platforms, keeping data in lockstep with your system of record.
FIS
IBS
AffinityEdge / Miser
Systematics
Horizon
Cora Group
Phoenix
Fiserv
Premier
Signature
DNA
Precision
Jack Henry
Silverlake
Symitar
CIF 20/20
CSI
NuPoint
CORE CAPABILITIES
Leverage the Power of Integration
Scanning documents into IA automatically stores them into OnBase or Synergy, creating a seamless foundation for exception tracking, reporting, notices, dashboards, and more.
Exception Tracking Tied to Document Imaging
Entity-Centric Views
IA provides an entity centric view instead of the traditional DMS document group, document type, index views. Search by customer name to view all documents related to a customer, organized by entity level documents, loan level documents, deposit level documents, etc.
Ad Hoc & Automated Notices
Custom Reporting
Document Review Queues
Role-Based Dashboards
CORE CAPABILITIES
Leverage the Power of Integration
Scanning documents into IA automatically stores them into OnBase or Synergy, creating a seamless foundation for exception tracking, reporting, notices, dashboards, and more.
Exception Tracking Tied to Document Imaging
Entity-Centric Views
IA provides an entity centric view instead of the traditional DMS document group, document type, index views. Search by customer name to view all documents related to a customer, organized by entity level documents, loan level documents, deposit level documents, etc.
Ad Hoc & Automated Notices
Custom Reporting
Document Review Queues
Role-Based Dashboards
CORE CAPABILITIES
Leverage the Power of Integration
Scanning documents into IA automatically stores them into OnBase or Synergy, creating a seamless foundation for exception tracking, reporting, notices, dashboards, and more.
Exception Tracking Tied to Document Imaging
Entity-Centric Views
IA provides an entity centric view instead of the traditional DMS document group, document type, index views. Search by customer name to view all documents related to a customer, organized by entity level documents, loan level documents, deposit level documents, etc.
Ad Hoc & Automated Notices
Custom Reporting
Document Review Queues
Role-Based Dashboards
CORE CAPABILITIES
Leverage the Power of Integration
Scanning documents into IA automatically stores them into OnBase or Synergy, creating a seamless foundation for exception tracking, reporting, notices, dashboards, and more.
Exception Tracking Tied to Document Imaging
Entity-Centric Views
IA provides an entity centric view instead of the traditional DMS document group, document type, index views. Search by customer name to view all documents related to a customer, organized by entity level documents, loan level documents, deposit level documents, etc.
Ad Hoc & Automated Notices
Custom Reporting
Document Review Queues
Role-Based Dashboards
Testimonials
Success stories from financial institutions
We would not be able to process collateral releasing and document management as efficiently as we do with any other product. We have also had the privilege of customizing the General Business module for our Treasury Services Department which has become a paperless working customer file.
Matt Frankman
Loan Services Manager at First PREMIER Bank
“INFO-ACCESS has completely streamlined our onboarding process. We can now approve documents individually, store everything electronically, and automate CIP exceptions, making training easier and improving efficiency across the board. Our auditors have been thrilled with the improvements.”
Alexis Cook
AVP, Senior Operations Analyst
More Than Just Software.
We’re Your Strategic Banking Partner.
When you reach out, you speak with a real person. Every time. Our team provides hands-on guidance from system evaluation through workflow design and ongoing support, helping you move forward with clarity and confidence.
Unique offerings
Built Around Real World Banking Practices
Real-Time, Two-Way Document Synchronization
INFO-ACCESS provides live, two-way synchronization with your DMS. Documents uploaded to OnBase, Synergy, or other supported systems are immediately stored and viewable in IA. Likewise, documents uploaded to IA are automatically and instantly stored in your DMS as well.
Improves document retention
Eliminates duplication & siloed systems
Creates a single source of truth
Collateral Management That Fills Critical Risk Gaps
Gain granular, structured control over your collateral portfolios with built-in LTV/LTC calculations, custom data collection, and reporting. Track cross-pledged collateral and concentrations of credit by NAICS code, custom collateral concentration codes, or down to specific attributes that collateral records share.
Eliminate manual tracking
Identify, manage, & mitigate risk
Integrated with exception tracking
Interactive, User-Specific Work Queues
Portfolio-level exception queues allow staff to satisfy many exceptions in one work session by dragging and dropping documents onto the work item, which immediately archives the document to the DMS and routes it to review queues for approval.
Increase operational efficiency
Accelerate exception resolution
Utilize a personalized task list
Unique offerings
Built Around Real World Banking Practices
Real-Time, Two-Way Document Synchronization
INFO-ACCESS provides live, two-way synchronization with your DMS. Documents uploaded to OnBase, Synergy, or other supported systems are immediately stored and viewable in IA. Likewise, documents uploaded to IA are automatically and instantly stored in your DMS as well.
Improves document retention
Eliminates duplication & siloed systems
Creates a single source of truth
Collateral Management That Fills Critical Risk Gaps
Gain granular, structured control over your collateral portfolios with built-in LTV/LTC calculations, custom data collection, and reporting. Track cross-pledged collateral and concentrations of credit by NAICS code, custom collateral concentration codes, or down to specific attributes that collateral records share.
Eliminate manual tracking
Identify, manage, & mitigate risk
Integrated with exception tracking
Interactive, User-Specific Work Queues
Portfolio-level exception queues allow staff to satisfy many exceptions in one work session by dragging and dropping documents onto the work item, which immediately archives the document to the DMS and routes it to review queues for approval.
Increase operational efficiency
Accelerate exception resolution
Utilize a personalized task list
A FEATURE OF INFO-ACCESS
A Smarter Way to Collect the Documents You Need
INFO-SHARE securely collects requested documents from your customers and stores them directly in INFO-ACCESS, allowing for automated processes and reduced manual work.
Save Time for You & Your Customers
Reduce manual follow-ups and administrative burdens with built-in validation and tracking.
Quality Review Built-In
Incoming documents can be routed directly to review queues for staff verification and approval.
Automatically Updates Your Workflows
Approved documents satisfy exceptions, update work queues and reports, and archive to your document imaging system automatically.
ADDITIONAL FEATURES
Secure Transfer
End-to-end encryption ensures data security.
Configurable Expiration
Set an expiration date for each request.
Dynamic Contact Information
Contact information auto-populates for users from INFO-ACCESS.
Drag & Drop Interface
Customers can easily upload documents.
Customer Branding
Use your institution’s colors, logo, and messaging.
Institution-Defined Message
Predefine or create custom messages for your customers’ email and portal.
1
Send Document Request
Create and send document requests right from INFO-ACCESS.
2
Customer Uploads Document
Your customers securely upload documents through a branded portal.
A FEATURE OF INFO-ACCESS
A Smarter Way to Collect the Documents You Need
INFO-SHARE securely collects requested documents from your customers and stores them directly in INFO-ACCESS, allowing for automated processes and reduced manual work.
Save Time for You & Your Customers
Reduce manual follow-ups and administrative burdens with built-in validation and tracking.
Quality Review Built-In
Incoming documents can be routed directly to review queues for staff verification and approval.
Automatically Updates Your Workflows
Approved documents satisfy exceptions, update work queues and reports, and archive to your document imaging system automatically.
1
Send Document Request
Create and send document requests right from INFO-ACCESS.
2
Customer Uploads Document
Your customers securely upload documents through a branded portal.
ADDITIONAL FEATURES
Secure Transfer
End-to-end encryption ensures data security.
Configurable Expiration
Set an expiration date for each request.
Dynamic Contact Information
Contact information auto-populates for users from INFO-ACCESS.
Drag & Drop Interface
Customers can easily upload documents.
Customer Branding
Use your institution’s colors, logo, and messaging.
Institution-Defined Message
Predefine or create custom messages for your customers’ email and portal.
A FEATURE OF INFO-ACCESS
A Smarter Way to Collect the Documents You Need
INFO-SHARE securely collects requested documents from your customers and stores them directly in INFO-ACCESS, allowing for automated processes and reduced manual work.
Save Time for You & Your Customers
Reduce manual follow-ups and administrative burdens with built-in validation and tracking.
Quality Review Built-In
Incoming documents can be routed directly to review queues for staff verification and approval.
Automatically Update Workflows
Approved documents satisfy exceptions, update work queues and reports, and archive to your document imaging system automatically.
1
Send Document Request
Create and send document requests right from INFO-ACCESS.
2
Customer Uploads Document
Your customers securely upload documents through a branded portal.
ADDITIONAL FEATURES
Secure Transfer
End-to-end encryption ensures data security.
Configurable Expiration
Set an expiration date for each request.
Dynamic Contact Information
Contact information auto-populates for users from INFO-ACCESS.
Drag & Drop Interface
Customers can easily upload documents.
Customer Branding
Use your institution’s colors, logo, and messaging.
Institution-Defined Message
Predefine or create custom messages for your customers’ email and portal.
A FEATURE OF INFO-ACCESS
A Smarter Way to Collect the Documents You Need
INFO-SHARE securely collects requested documents from your customers and stores them directly in INFO-ACCESS, allowing for automated processes and reduced manual work.
Save Time for You & Your Customers
Reduce manual follow-ups and administrative burdens with built-in validation and tracking.
Quality Review Built-In
Incoming documents can be routed directly to review queues for staff verification and approval.
Automatically Update Workflows
Approved documents satisfy exceptions, update work queues and reports, and archive to your document imaging system automatically.
1
Send Document Request
Create and send document requests right from INFO-ACCESS.
2
Customer Uploads Document
Your customers securely upload documents through a branded portal.
ADDITIONAL FEATURES
Secure Transfer
End-to-end encryption ensures data security.
Configurable Expiration
Set an expiration date for each request.
Dynamic Contact Information
Contact information auto-populates for users from INFO-ACCESS.
Drag & Drop Interface
Customers can easily upload documents.
Customer Branding
Use your institution’s colors, logo, and messaging.
Institution-Defined Message
Predefine or create custom messages for your customers’ email and portal.
Instant visibility
Role-Based Dashboard Portfolio Views
Confidently manage and instantly see the health of your portfolio with real-time visibility into balances, unfunded commitments, delinquency, and rate performance, all in one centralized dashboard.
Drill down into details
Prioritize daily work
Identify risk early
Gain complete visibilty
FAQs
What Financial Institutions Ask Us Most
How is INFO-ACCESS different from a traditional DMS?
INFO-ACCESS presents documents in folders within entity centric views (i.e. all customer documents are in one place, easily viewed in folders by document type). Traditional document management systems require the user to pick document groups, types and indexes. INFO-ACCESS also aggregates data and conveniently presents views of collateral data with collateral documents, loan data with loan documents, entity specific data with entity documents, etc. While your DMS stores documents, INFO-ACCESS ensures they are complete, properly tracked, and easily accessible within a unified, customer-centric view.
Does INFO-ACCESS replace our existing document management system?
No. INFO-ACCESS integrates with your existing ECM or document imaging system, such as OnBase or Jack Henry Synergy, and adds an intelligent layer of monitoring, exception tracking, and operational visibility.
Will INFO-ACCESS integrate with our core system?
Yes. INFO-ACCESS integrates with core systems such as Jack Henry, Fiserv, FIS, and others, allowing real-time synchronization of customer, loan, and deposit information to ensure accurate and complete visibility across your institution.
How does INFO-ACCESS help reduce manual exception tracking?
INFO-ACCESS automatically monitors document status and updates exceptions in real time as documents are added or archived. This eliminates manual tracking and ensures your institution always has accurate, up-to-date information.
How does the entity-centric view improve efficiency?
INFO-ACCESS allows staff to search by customer and instantly view all related loans, deposits, documents, notices, and exceptions in one place, eliminating the need to search across multiple systems or document types.
Can INFO-ACCESS help us manage and track collateral?
Yes. INFO-ACCESS includes built-in collateral management capabilities that provide centralized visibility into collateral relationships, cross-pledged assets, and policy-driven requirements, helping strengthen risk oversight and operational confidence.
How does INFO-ACCESS improve audit readiness and compliance?
INFO-ACCESS ensures documentation is complete, properly tracked, and easily accessible. By providing real-time visibility into missing or incomplete documentation, it helps your institution remain audit ready and compliant with regulatory requirements.
How long does it take to implement INFO-ACCESS?
Implementation timelines vary based on system integrations and institutional requirements. To define requirements for loans and deposits, integrate with the document management system, interface with the host system, configure security with Active Directory, and establish user roles and dashboards, the typical implementation timeline is approximately six months.
See it in action
Get a firsthand look at the automation, accuracy, and speed INFO-ACCESS brings to banking operations.
See how your workflows will be transformed in real time.