Secure Electronic Document Delivery Directly From ComplianceOne™ Through SDX

For confidential messaging throughout your lines of business

As operating costs and data security risks rise, you’re undoubtedly looking for ways to increase efficiency, strengthen security, and grow your business while simplifying communications between your institution and your clients. Together, ComplianceOne and SDX solutions allow you to do all this and more throughout your organization.

When SDX Secure Document Exchange is used from within ComplianceOne, a secure exchange of information is always at your disposal. Whether you’re sending a loan package to an applicant, sending account owner data to internal colleagues for further processing, or reporting on one of your many requirements—SDX is just a click away, for:

Secure email—meet industry (and your institution’s) security policies and compliance content inspections, through real-time tracking, traceability, and tamper proofing of documents; to ensure up-to-date status knowledge, as well as provide monitoring and reporting capabilities.

Secure, two-way communication—documents and messaging you send through SDX are secure, on both the sender and recipient sides (at rest and in transit) for a truly secure two-way line of communication with your clients and associates.

Reduced document delivery and response time—quickly connect with your applicants, account owners, partners, and internal staff; and securely turn around legal documents, or any type of file or document.

Automated processes—with the electronic delivery of documents, including account applications and disclosures, loan applications, and home equity early disclosures.

Paper fulfillment—recall a package if it’s not electronically accessed before expiration so it can be handled manually. This is a valuable feature for time-sensitive documents that need to be processed within a given time frame such as loan disclosures.

ComplianceOne is a single compliance solution designed to consolidate your workflow under one convenient umbrella. It integrates—and connects—all of the major areas of your organization into one solution, including lending, deposit, mortgage, IRA, and administration.

SDX Secure Document Exchange is a secure document delivery and messaging solution, designed to help you prevent fraud and open more touch-point opportunities with your clients—all while reducing traditional shipping costs by 65 percent!

To learn more, please view our downloadable ComplianceOne | SDX solution brief (PDF 309kb).