Banking & Financial Services

In finance, content is critical. But legacy systems, silos, and compliance pressures slow everything down. Uxopian helps financial institutions regain control and speed through modern, secure content operations

Ask for a Demo!

 

Take control of your content without reinventing your entire IT stack

 

Migrate legacy archives without disrupting operations

Banks still hold millions of client records and loan files in legacy ECMs. With Fast2, you can migrate at scale from Documentum, IBM FileNet, or OpenText while keeping full traceability, compliance, and uninterrupted access for front-office teams

person_search_70dp_7C4CC0_FILL0_wght400_GRAD0_opsz48

Accelerate onboarding, credit review, and KYC

Whether it's scanned forms, identity documents, or multi-page PDFs, ARender gives your advisors and back-office teams instant, secure access with viewing and annotation directly in the workflow. No plugin, no local processing

Build a unified content backbone across business units

With one adaptable repository, you streamline customer servicing, internal controls, and regulatory reporting without duplicating data or creating new silos

Embed regulatory compliance into every workflow

From GDPR to internal audit policies, Uxopian enforces retention rules, access rights, and audit trails at every step. You stay compliant by design, not by extra effort

Take control of your content without reinventing your entire IT stack

Migrate legacy archives without disrupting critical operations

Banks still hold millions of client records and loan files in legacy ECMs. With Fast2, you can migrate at scale from Documentum, IBM FileNet, or OpenText while keeping full traceability, compliance, and uninterrupted access for front-office teams

person_search_70dp_7C4CC0_FILL0_wght400_GRAD0_opsz48

Accelerate onboarding, credit review, and KYC

Whether it's scanned forms, identity documents, or multi-page PDFs, ARender gives your advisors and back-office teams instant, secure access with viewing and annotation directly in the workflow. No plugin, no local processing

Build a unified content backbone across business units

FlowerDocs helps connect customer, corporate, and compliance operations. With one adaptable repository, you streamline customer servicing, internal controls, and regulatory reporting without duplicating data or creating new silos

Embed regulatory compliance into every document workflow

From GDPR to internal audit policies, Uxopian enforces retention rules, access rights, and audit trails at every step. You stay compliant by design, not by extra effort

What is your context?

From custom-built stacks to regulatory complexity or global scale, your context shapes how information flows. Uxopian brings clarity, security, and structure
 
 
If you have a custom ECM

 

FlowerDocs search engine
Our NoSQL core integrates directly into your backend. Add powerful indexing and search capabilities to your custom platform, without imposing any interface or layout

 

ARender Rendition Services
Plug our rendering engine into your custom viewer. Handle complex formats, large documents, and annotations without relying on front-end hacks or temporary downloads

 

ARender bulk redaction and encryption
Protect sensitive content before it hits the user interface. Perform redactions, masking, or file-level encryption at scale, with traceability and performance guarantees

 

Fast2 daily injection, transformation, normalization
Whether it's branch documents, scanned forms, or legacy records, Fast2 feeds your custom ECM with clean, structured content. Everything arrives tagged, routed, and ready to use

If you are using a legacy ECM and planning a move to the cloud

 

Fast2 Discovery
Map and analyze your content inventory. Know what to migrate, what to archive, and what to clean. Fast2 gives you full visibility, with filters by usage, metadata quality, document types, and volumes

 

Fast2 ECM Migration Platform
Move from any legacy system to any cloud target: public, private, hybrid. We handle format conversion, metadata mapping, delta migration, and final cutover. Zero stress, maximum control

If you are managing audits, regulatory reviews, or sensitive workflows

 

ARender secure viewer for restricted content
Let risk teams, auditors, or external reviewers access only what they are allowed to see. No downloads. No local copies. Everything is streamed, logged, and rights-managed

 

ARender annotation & version traceability
Track who reviewed what, when, and why. Comments, decisions, and actions stay attached to the right document version. No more side emails or missing context during audits

 

Fast2 content normalization
Unify fragmented documents across departments and systems. Standard formats, consistent metadata, and clear folder structures help teams find what they need, fast

 

FlowerDocs as a compliant content vault
Store sensitive documentation with built-in retention, access control, and legal hold. Whether it’s a regulatory report, a fraud case, or a board memo, it stays secure and reviewable at all times

 

 

If you are serving clients across multiple entities or jurisdictions

 

FlowerDocs for unified client folders
Group-level visibility with entity-level precision. FlowerDocs organizes each customer’s documentation into a centralized view, while maintaining local-specific rules. This enables shared service centers to handle onboarding or compliance tasks without duplicating files or losing control

 

Fast2 for synchronized content operations
Keep client documentation aligned between core systems, regional branches, and group archives. Fast2 handles format harmonization, delta updates, and secure cross-entity migrations, all with traceable flows

 

ARender for consistent document review
Let teams across jurisdictions collaborate on the same files, without format issues or compliance concerns. Every viewer sees the exact version they’re authorized to, with audit-proof annotation and redaction tools

 

Flexible access governance
Manage document access based on country, entity, or business perimeter. Control visibility at scale without multiplying infrastructure or increasing manual overhead

 

 

Let information flow in your line of business

 
In banking and financial services, your operations are only as effective as the way you manage information. Claims, loans, compliance, and customer due diligence all depend on having the right content, at the right time, in the right hands

  • Loan Management

  • Regulatory Mastery

  • K.Y.C.

Loan operations. Structured, secured, under control.

Keep every step structured, traceable, and in sync with your operations

 

Loan intake begins
Turn document chaos into a clean, digital case file
A new request arrives. Within minutes, income statements, guarantees, and ID documents are uploaded or scanned. FlowerDocs captures everything, tags it with metadata, and creates a structured folder linked to the applicant.

• Instant content capture and indexing
• Auto-foldering based on loan type, region, or channel

 

Underwriting moves faster
Let risk teams focus on decisions, not document handling
Underwriters review financials, add notes, and request clarifications without leaving their interface. With ARender, all documents are viewable, annotatable, and versioned in place, no matter the format.

• Zero-download document viewer with redaction and annotation
• Full traceability of reviews and internal validation

 

Approval and contract stage
Finalize and secure every signed agreement with confidence
Once approved, contracts are generated and signed. FlowerDocs locks in the signed version and attaches any annexes or updates with clear version history. The loan is now ready for release.

• Centralized storage of signed documents
• Structured lineage between main contract and addenda

 

Active servicing and modifications
Keep evolving loans under control with real-time updates
Repayments, change requests, or incidents all feed into the same case file. Fast2 ensures scanned mail, branch uploads, and emails are injected cleanly, without duplication or format issues.

• Daily ingestion of incoming content into the right loan file
• Real-time synchronization with servicing teams

 

Closure, archiving, and audit
Close loans cleanly, archive with confidence
When a loan is repaid or written off, FlowerDocs applies retention rules automatically. Fast2 ensures that historical content from older systems is migrated into the same structure, ready for audits or compliance reviews.

• Automatic lifecycle rules and retention enforcement
• Legacy cleanup with consistent metadata

Regulatory reporting and compliance

Make every disclosure, audit, and obligation fast, traceable, and under control

 

Content preparation starts early
Build compliant reporting from the ground up
Reports and disclosures don’t start in the compliance team. They’re built from policies, procedures, contracts, and operational data scattered across departments. FlowerDocs helps structure this content early, with the right metadata, formats, and access levels.

• Structured foldering based on regulation, entity, or reporting period
• Indexing and classification from the moment content is created

 

Review workflows stay auditable
Validate contributions without losing context or version control
Regulatory and audit teams work across multiple stakeholders. With ARender, they can comment, highlight, redact, or approve directly on the document, without downloading or duplicating files.

• Embedded review, annotation, and redaction tools
• Version-level traceability and full action logs

 

Final disclosures are locked and archived
Secure every version that leaves your organization
Once a report or response is finalized, it is locked, timestamped, and linked to its supporting documents. FlowerDocs stores both the published version and its pre-publication history, with retention rules automatically applied.

• Controlled publication with legal timestamping
• Automatic retention and compliance archiving

 

Ongoing updates and obligations are tracked
Keep control as new requirements emerge
Whether it's a new ESG disclosure, a DORA requirement, or an evolving cross-border rule, Fast2 ingests updated documents and routes them into the correct regulatory structure. Clean, tagged, and versioned.

• Continuous ingestion and normalization of regulatory content
• Entity-based routing and metadata enrichment

 

Audit and supervisory access is secure by design
Let external reviewers see what they need and nothing else
Supervisors, auditors, and internal control teams access documents through ARender with granular viewing rights. They see the final file, the context, and the validation trail, but only what they’re authorized to review.

• Granular access controls by role, entity, or perimeter
• No downloads, no leaks, full traceability

 

Account opening and onboarding

Accelerate KYC. Centralize documents. Deliver a smooth first impression

 

Document collection starts instantly
Capture every file as soon as onboarding begins
From scanned IDs and proof of address to income statements and tax forms, FlowerDocs gathers and organizes incoming documents in real time. Each customer gets a structured folder that mirrors your onboarding process.

• Instant capture across channels (branch, portal, email)
• Auto-foldering by client type, region, or risk profile

 

KYC validation is streamlined
Help compliance teams review faster, with fewer back-and-forths
Compliance analysts open documents directly in ARender, review submissions, leave comments, or request clarifications. All without downloading. Each version, note, and change is logged automatically.

• Secure document viewing with annotation and approval
• Version history and audit trail preserved

 

Customer folders are shared, not duplicated
Reuse KYC across products or entities with full traceability
Whether a client opens a second account, applies for a loan, or moves to a new entity, FlowerDocs lets teams access validated KYC without re-uploading files or triggering redundant reviews.

• Shared folders and reusable compliance artifacts
• Controlled access across brands, regions, or business lines

 

Missing files and updates are handled in flow
Avoid delays by keeping the onboarding file alive and complete
Fast2 brings in follow-up documents from branch visits, emails, or uploads, and places them directly in the correct folder. Everything stays indexed, searchable, and synced.

• Real-time document injection and routing
• Metadata enrichment and duplication control

 

Onboarding closes with full compliance confidence
Seal and retain the complete customer file for future audits
Once onboarding is complete, FlowerDocs applies retention rules and locks the validated version of the file. Any post-onboarding updates are layered on top, not lost.

• Finalized folder storage with retention enforcement
• Easy access for customer service and regulatory review

Read more about what we do @Uxopian...

Training

Introducing Uxopian Academy

Join Uxopian Academy for free self-paced courses on Flowerdocs, eProcess, ARender and Fast2. Start with our Fast2 practitioner course to grow your...

Uxopian Software Jul 3, 2025

Get notified on new marketing insights

Be the first to know about new B2B SaaS Marketing insights to build or refine your marketing function with the tools and knowledge of today’s industry.