The Syntex Platform

The Platform
  • Guided business application
  • Document upload with validation
  • Real-time progress tracking
  • Prevents incorrect submissions
Client Portal
3 of 5 steps complete
Articles of Incorporation
EIN Letter
Operating Agreement
Upload Business Financials
Onboarding Analytics

See What You've Never
Tracked Before

Syntex gives you visibility into onboarding performance — from first outreach to funded account.

  • Time from first contact → funded account
  • Exactly where prospects drop off
  • % of incomplete applications
  • Average deposit per lost client

Most banks don't track this. We do.

Onboarding FunnelLive
First Outreach
100%
Application Started
68%
Docs Submitted
41%
In Review
28%
Funded
21%
18d
Avg. time to fund
79%
Drop-off rate
$42k
Lost deposit/client
Day 1Day 4Day 9Day 14Funded

Let Syntex Handle
the Work

Without Syntex

  • Chasing documents over email
  • Manual data entry into systems
  • No clear ownership across teams
RE: RE: RE: Documents needed
FWD: Missing EIN letter
Reminder: Application incomplete

+14 more unread

With Syntex

  • Documents validated instantly
  • Data auto-filled into systems
  • Automated follow-ups with context

Parsing complete — ready for nCino

What Actually Happens
Under the Hood

Instant Document Validation

Checks format, completeness, and flags issues immediately — before a banker ever opens the file.

Data Extraction & Structuring

Pulls key fields automatically and structures them — no manual transcription between systems.

System-Ready Outputs

Standardized data formatted for direct ingestion into your LOS, core system, or CRM.

Shared Onboarding View

RM, credit, and compliance all see the same live status — no more status updates over Slack or email.

Less manual work. Faster funding. More deposits.

Transform the
Client Experience

See how Syntex helps banks capture deposits faster with modern digital onboarding.