One Engine for
Intelligent Automation
INFO-ACCESS (IA) is a cloud-based Enterprise Content Management (ECM) platform that ensures your system, not your staff, monitors your documents and exceptions.
Built On Trust. Backed By Experience.
500+
Financial institutions served
$290B
Institutional assets supported
40+
Years of industry expertise
Trusted By Financial Institutions Of All Sizes
Foundational pillars
One Intelligent System. Three Core Capabilities.
Centralize customer loans, deposits, exceptions, collateral, and more—for easy access of critical documentation, stronger compliance, and empowered teams equipped to deliver exceptional customer experiences.
Document Management
Intelligent monitoring, organization, and access of documents ensures 100% accuracy of critical documentation, automates document retention, and maintains regulatory compliance with real-time visibility.
Exception Tracking Tied To Document Imaging
Our integrated imaging system syncs documents in real time, automatically updating exception statuses and reports upon document archival.
Collateral Management
Gain clear visibility and control over collateral portfolios with integrated LTV calculations, geocoding, cross-pledged tracking, concentration management, and custom data collection.
How it works
Eliminate Paper-Intensive Workflows And Siloed Tracking Systems for Accelerated Lending & Deposit Operations
INFO-ACCESS is a single system that organizes and integrates all the documents and data of a financial institution in one place, utilizing all structured data to automate processes as much as possible.
Connection to the core accounting/host system data
Real-time synchronization to Onbase, Synergy, or other
Integrated document imaging tied to exception tracking
ROLE-BASED DASHBOARDS
Visual Insights Tailored to Each role
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.
Performance & growth monitoring
Clear accountability for exceptions
Early warning on risk & past-due exposure
Instant insight into portfolio health
Unique offerings
Where INFO-ACCESS Goes Beyond Traditional ECM
Rise above the competition with powerful functionality built on two decades of bank-trained logic.
Instant Access to Live Data
Keep your institution operating on live, accurate data with seamless two-way synchronization between INFO-ACCESS and your DMS. Eliminate duplicate entry, reduce errors, and give your team confidence in the accuracy of every search.
Seamless Capture & Archival
Eliminate the need for a separate imaging vendor with built-in document imaging and archival. Seamlessly capture, store, and organize documents within the same system, simplifying processes and gaining visibility the moment a document is received.
Fill Critical Risk Gaps
Gain granular, structured control over your collateral portfolios with built-in tracking, monitoring, custom data collection, and reporting. Eliminate manual tracking and fragmented oversight with clear visibility and stronger risk control.
Intuitive Interface For Search Ease
Simplify search and end fragmented lookups with a customer-based interface. Search by customer name and instantly view all related loans, deposits, documents, notices, and exceptions in one view- saving time with complete visibility into the full relationship.
Highlighting features
A Deeper Look Into INFO-ACCESS's Feature Set
These advanced features work alongside IA’s core capabilities to reduce manual work, improve oversight, and streamline complex operations.
Document Imaging & Indexing
Capture, classify, and index documents from any source. INFO-ACCESS organizes your DMS with configured document types and key indexes, ensuring all your documents are mapped and prepared for comprehensive exception tracking.
Exception Tracking
Incoming documents automatically clear exceptions, and update user-specific work queues and reports.
Collateral Management
Ensure credit officers and examiners always see the full picture, with custom data collection fields, cross-pledged tracking, integrated LTV calculations, geocoding, and concentration management.
Role-Based Functionality
Role-based dashboard, work queues, automated customer notices, and portfolio views help lenders, operations, and executives see what’s due, what’s missing, and what’s at risk, without digging through disjointed spreadsheets.
Review Queues
Route incoming documents to customized review queues for quality assurance and approval.
Automated Customer Notices
Request updated documents via email as documents in the file expire.
Exposure Analysis
Integrated exposure analysis for complete legal lending limit compliance.
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.
Testimonials
Success stories from financial institutions
“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
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
Solutions by role
Select Your Role To See The Solutions Most Relevant To You
Start the conversation with a solutions advisor
FAQs
What Financial Institutions Ask Us Most
How is INFO-ACCESS different from a traditional ECM system?
INFO-ACCESS enhances your ECM by actively monitoring, organizing, and providing visibility into your institution’s documents, exceptions, and collateral. While your ECM 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, 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.