We provide self-service, AI-powered web forms, along with integrations to enterprise core systems – financial services, accounting, ERP, and CRM – letting you access a wealth of error-free information to make the creation of highly personalized documents easier than ever before. Security controls ensure only authorized personnel can access confidential customer data.

Experlogix integrates with leading electronic signature providers – DocuSign, Sertifi, OneSpan Sign, ConsignO Cloud, and Acrobat Sign – so you can quickly collect secure and legally binding signatures on time-sensitive financial documents, anytime, anywhere and from any connected device, accelerating processes like account opening, and mortgage and loan applications.

Use Experlogix Template Builder to create personal financial statement templates that combine both standard, regulatory wording and variable data pulled from your connected financial services or CRM systems. Dynamic data fields automatically incorporate customer information. You can add a table presenting detailed account activities such as deposits, withdraws, etc. 

Financial workflows automate every stage of bank document handling—from creation and generation to management, delivery, storage, and e-signature. With an intuitive drag-and-drop interface, you can easily build and deploy document flows using conditional logic. This automation accelerates critical banking processes such as loan applications, new account openings, and the delivery of bank statements.