SS&C Intralinks for Small Business Banking
Enhancing the customer journey
Banking customers have come to expect an efficient digital

Intralinks offers a highly intuitive online customer experience forexperience so they can focus on their own business demands.

onboarding, servicing and offboarding — all while meeting and/or

The customer onboarding experience not only needs to beexceeding the security, governance and compliance standards ofsmooth, it needs to comply with the most stringent security,

the world’s largest banks and financial institutions. As pioneers ofgovernance and regulatory requirements of the banking industry.

secure file-sharing technology, Intralinks focuses on enabling andWhat’s more, banks and financial service providers are under

securing the flow of information — no matter the volume of files,

pressure to innovate to stay ahead of the competition — as well

the number of collaborators or the location worldwide.

as future-proof operations against another pandemic-typebusiness disruption.

Leverage an innovative, industry-leading platform for small business banking

Bank-grade security

Bulk drag-and-drop

Comprehensive

Portal & systems

Out-of-the-box or& compliancefiles and folders

back-office accessintegration

custom implementation& reporting

Intralinks quickly deployed a solution to support a U.S. bank’s efforts around the Paycheck Protection
Program (PPP) for small businesses affected by COVID-19 economic hardship. The bank initially
expected to onboard loan applicants in the hundreds of thousands and receive millions of supporting
documents. Intralinks’ solution not only streamlined the loan application process by providing amechanism to submit information and documentation, but also handled twice the volume of theCase Studybank’s initial projections.

Trust the Intralinks brand, service and the security we consistently deliver
Intralinks is trusted by more thanMore thanIntralinks has supported over857,000 firms in
147 countries and76 industries

4 million dealmakers

USD 34 trillion

trust Intralinks for capital markets

worth of sensitive, high-valuetransactions and regulatory compliancetransactions in the last 24+ years

including all of the major banks andmany of the Fortune 1000

intralinks.com/contact© 2024 SS&C Intralinks, Inc. | All Rights Reserved | 1

Intralinks Solution Overview
Whether implemented out-of-the-box, as a standalone custom solution, or integrated with your existing bank portal for a seamlesscustomer experience, Intralinks supports the key requirements of the small business banking process:Provision

Download

Loan close

Create folders, groups, users

Based on a schedule, download

Based on input file from the bank,and permissions based on input

documents; create xml andupdate folders, groups and group

file provided by the bank. Grant

manifest files that are delivered

members to prevent changes

bank employees access toto the bank via SFTP.

to the loan folder. Automaticallyfolders and groups.

delete folders based on age.

Key Benefits & Feature Highlights
Improve customer experience

Seamlessly integrate and automate• Workflow – Integrate with your bank’s existing portal or white• Restful APIs – Facilitate seamless integration into the bank’slabel the Intralinks user interface to easily request informationand documents, communicate directly to customers withcustom email updates and alerts andkeep customers apprised of their request statusexisting environment• Automation – Create a completely automated and compliant
process by integrating CRMs, underwriting systems, systemsof record, SharePoint, ECMs and others• Upload/download – Share files as large as 11GB withoutstorage limitations or file-type restrictions

Streamline back-office operations• Back-office file repository – Provide a complete view of files
and activities for every customer and account• Search and filter – By customer name, account number andother metadata• Permissions – Manage access at the group, user and file levels• Reporting and dashboards – Easily access customer activity to

Rely on world-class security and compliance• Audits – 450+ client-led security audits and application
penetration tests ensure our data centers, code, processes
and personnel meet the toughest requirements• Six-discipline security model incorporates data sovereignty,
governance, compliance and four security levels: file,application, platform and operations• Compliance – Intralinks automatically tracks activities forcomplete compliance logging and reporting

improve customer service via custom dashboards

Contact us for more information intralinks.com/contact/sales
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