The Next Generation Technology for Banking
Fund Businesses
in Minutes, Not Weeks.
Syntex is an AI-powered onboarding platform that helps banks and credit unions collect, verify, and process client documents faster.
70%Faster Onboarding
40%Higher Conversion
Built for
Community Banks
Credit Unions
Syntex Platform
Client Uploads
AI Verification
Dashboard Updated
Articles of Incorporation
EIN Letter
Operating Agreement
Losing deposits to faster banks?
60% of applicants never finish opening their account.
Traditional Banks
1–3 weeks
to fund an account
- Manual document collection via email — chasing clients for every missing file
- Weeks of back-and-forth coordinating pre-KYC, AML, and credit review across teams
- Zero visibility into where clients drop off — no way to recover lost applications
With Syntex
<10 mins
to get started
- Real-time doc validation in the client portal — flags issues instantly with option to escalate to RM
- Auto-parsed documents with direct nCino integration — no manual re-entry
- Live analytics: visitors, applications started, submitted, dropped — and exactly why
2× Finovate Scholarship Winner
Our Demo at
Finovate
🇬🇧Finovate Europe — London
🇺🇸
Demoing on May 6th @ Finovate Spring in San Diego
Finovate Spring — San Diego
Where Are You Losing Deals?
Most banks don't track where clients drop off during onboarding.
The Problem
- 60%of applicants never finish onboarding
- 0visibility into where deals stall
- Hoursspent chasing documents per deal
- 3×same data re-entered across systems
Prospects
100%
Started
72%
Documents Submitted
44%
Funded
40%
Typical bank onboarding funnel
With Syntex
- Instantly validate and parse documents
- Auto-fill data into internal systems
- Track drop-off and time to fund
- Automate follow-ups with full context
AI document scan — live
Stop losing clients during onboarding.
Book a DemoTransform the
Client Experience
See how Syntex helps banks capture deposits faster with modern digital onboarding.