Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Syntex is a client-facing digital onboarding portal for account opening and lending used by banks and credit unions. The platform helps businesses apply, submit documents, and complete onboarding faster, while giving bank teams real-time visibility into document status, approvals, and bottlenecks to stay compliant with Reg B Compliance. Syntex sits on top of existing systems, preserving compliance and internal controls, and helps banks reduce onboarding timelines from 30 days to less than 2 days, improve conversions by 40%, and grow deposits.

How they describe their product/innovation: Syntex is a digital onboarding platform that coordinates client intake and internal bank reviews. Small businesses submit information and documents through a self-serve portal that feeds directly into the bank’s data room. Syntex verifies documents, standardizes applications for straightforward businesses, and flags higher-risk cases for compliance review. Internally, the platform tracks document completeness and approval ownership, creating an audit trail that supports Reg B and reduces onboarding from weeks to days without replacing core systems.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Ashley Parekh (CEO), [email protected], +12029615618