Treasury & Commercial Solutions

Secure Document Management & Treasury Client Engagement — Built for Commercial Banking

Financial institutions need more than just document storage—they need a fully digital treasury experience.

treXis X Banking™ simplifies secure client communication, onboarding, and self-service for commercial banking.

Why Treasury & Commercial Banking Needs a Digital Overhaul

Commercial banking clients expect efficient, secure, and digital-first treasury services, but most financial institutions still rely on email-based document exchanges, paper-driven processes, and fragmented client communication tools.

Slow onboarding & account setup

Security risks from email-based document sharing

Limited visibility into treasury workflows for clients

Inefficient manual approvals & service requests

treXis X Banking™ solves these challenges by providing:

Secure Document Management

Safely exchange, store, and track sensitive financial documents

Treasury Onboarding Automation

Digitally collect, verify, and approve commercial banking documents

Self-Service for Commercial Clients

Give clients real-time access to documents, approvals, and requests

Secure Banker-Client Communication

A structured, auditable channel for treasury interactions

Integration with Core & CRM

Syncs treasury workflows with existing banking systems

treXis X Banking™ doesn’t just store documents

it transforms the treasury client experience

The X Banking™ Advantage: A Unified, Digital-First Treasury Experience

Unlike simple document storage solutions, treXis enables financial institutions to digitize their entire treasury and commercial banking experience—from secure document sharing to full-service onboarding and transaction management.

From Document Storage to a Complete Treasury Client Engagement Platform

Secure, Encrypted Document Exchange

Reduce reliance on email and eliminate compliance risks

Treasury Client Self-Service

Commercial clients can submit forms, track approvals, and access transaction history

Automated Onboarding & KYC Workflows

Digitally collect and verify customer information for treasury accounts

Real-Time Approvals & Service Requests

Treasury clients and bankers interact in a structured, compliant platform

Role-Based Access & Compliance Auditing

Ensures security while enabling smooth client interactions

Treasury services should be secure, efficient, and digital-first

treXis X Banking™ makes that a reality.

Secure Document Management: The Foundation of Digital Treasury Services

Managing treasury documents through email or paper-based processes is slow, inefficient, and risky. treXis provides a centralized, secure hub for document storage and exchange, ensuring:

End-to-End Encryption

Protects sensitive documents from unauthorized access

Real-Time Document Tracking

Visibility into document status, approvals, and pending actions

Audit-Ready Compliance

Ensures all document interactions are recorded and meet regulatory standards

treXis X Banking™ can digitize everything from commercial account applications to loan documents and treasury agreements

eliminating paperwork and manual tracking.

Expanding Beyond Documents: Digital Treasury Onboarding & Self-Service

Financial institutions need to provide more than just secure document management—treXis expands into full treasury client engagement, including onboarding, approvals, and real-time service requests.

Onboarding & KYC Document Collection: Automate customer document submission & verification

Treasury Self-Service Portal: Commercial clients can access statements, request changes, and track approvals

Automated Service Workflows: Digital approvals and structured workflows replace slow manual processes

Client Communication Hub: A secure, digital-first alternative to email and phone-based treasury interactions

AI-Ready & Future-Proof: Preparing for Intelligent Treasury Operations

treXis ensures structured, secure data access—the foundation for AI-driven automation, risk management, and fraud detection in treasury operations.

Secure Data Access for AI-Driven Compliance & Risk Management

Automated Document Collection for Treasury Workflows

Structured Treasury Data for AI-Powered Cash Flow Forecasting & Fraud Detection

AI starts with structured, accessible data

treXis X Banking™ ensures financial institutions are ready.

How treXis Works: Our Migration & Modernization Process

Challenge: A commercial bank struggled with slow treasury client onboarding, unsecured email-based document exchanges, and high friction in client interactions.

Solution: treXis implemented a Treasury & Commercial Solutions Hub, enabling:
✔ Secure document exchange & encrypted client communication
✔ Real-time onboarding approvals & digital service requests
✔ Automated treasury workflows, reducing processing times

Result:
🔹 Reduced document collection time
🔹 Enabled full self-service for commercial clients
🔹 Eliminated compliance risks from unsecured email communication

"treXis modernized our treasury client experience — faster, more secure, and fully digital."

Ready to Streamline Treasury & Commercial Client Engagement?

Let’s discuss how treXis can help.

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FAQs

Does treXis only offer document management?

No—while secure document exchange is a core capability, treXis also provides treasury onboarding, self-service client portals, and automated service workflows for commercial banking.

Can treasury clients access their own documents and approvals?

Yes—treXis enables commercial clients to track document status, submit approvals, and manage treasury services through a secure self-service portal.

How does treXis improve compliance for treasury services?

treXis ensures all document exchanges, approvals, and client interactions are logged, encrypted, and fully auditable—reducing compliance risks.

Create your future and digital journey with treXis

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