Bank.io OXP
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Enterprise Content Management

Everything you need, all in one place.

Enterprise Content Management


Store internal and external documents with quick look-up and retrieval based on intelligent tagging, searching and sorting of forms and documents. You can also ‘push’ documents from external systems to a central document repository to leverage the bank.io OXP™ API included with your license.

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Key Features

Secure document storage & access
Secure document storage & access
Documents are stored securely, encrypted, and restricted based on user roles and privileges. All data is resident in Canada and hosted in SOC2 certified Microsoft Azure data centers.
Backup & disaster recovery
Backup & disaster recovery
Production environments are continually backed up with tested disaster recovery processes to eliminate data loss and decrease downtime in the event of catastrophic events.
Intuitive interface
Intuitive interface
Empower authorized staff to quickly load and link forms to accounts and specific workflows. Plus, simplify changes with quick form updating and association.
Structured document library & search
Structured document library & search
Documents can be organized into folders for easy management. And you can quickly locate document templates, AOS and LOS forms and member documents using the intelligent tagging, search and sorting capabilities.
Digital signing with DocuSign®
Digital signing with DocuSign®
Send forms for digital signing on-demand by leveraging bank.io OXP's DocuSign® integration.
Configurable workflow engine
Configurable workflow engine
Build workflows for product adjudication and member relationship management. Automatically assign tasks with due dates and access reporting on workflow completion rates and outcomes.
Automatic profile-document linkages
Automatic profile-document linkages
Automatically link bank.io OXP AOS application documents with member profiles.

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