Ironcore + Botdoc

IRONCORE + BOTDOC — FOR BANKS, COMMUNITY BANKS AND CREDIT UNIONS

Bank-grade encryption your customers don't have to log in for.

You already pay for "secure email" or a customer portal. The encryption works. The customer experience is the problem. Botdoc Spark gives every banker on your team one personal URL, sent over text or email, with no login or app for your customer to fight through. Encrypted document movement, ID verification, and signatures, all in the same conversation. Deployed and supported by Ironcore.

THE REAL PROBLEM

The encryption isn't the problem. Your customer's experience is.

Walk through what your retail customer hits each time you send a sensitive document. Three patterns we hear at every community bank. Each ends with the document outside the encrypted path.

The retail loan applicant

Clicks the link. Asked to create an account. Forgets the password. Requests a reset. Email lands in spam. Gives up. Three days later your banker calls and the customer asks you to email the PDF directly. So you do. Unencrypted.

The wealth-advisory client

Has handled too many secure-email flows in their career. Tells your advisor "just fax it" or "I'll come to the branch." Now a Tier-1 advisor is doing branch runs because the tool added friction instead of removing it.

The phone-photo customer

Trying to upload pay stubs from their phone. Portal won't accept a phone photo. Spends twenty minutes hunting for a scanner, gives up, texts the photos to the loan officer's personal cell. Compliance just left the chat.

THE ANSWER

Botdoc Spark removes every step of that abandonment.

Each pattern above ended because the customer hit a portal login, an account prompt, a password reset, or an upload mechanism that did not match their phone-first reality. Botdoc Spark removes them all. Customer clicks one link, sent over text or email. No login, no app, no password. They snap a photo, attach it, hit send. ID verification and signatures live in the same conversation as the document movement. The encryption your auditor needs is underneath. The customer never sees it.

Workflows Botdoc Spark covers inside a community bank.

Loan packets Account opening Beneficial-ownership filings Wire confirmations Statement reissues Trust documentation Mortgage closing packages Tax forms (1098, 1099, 5498) Wealth advisory client docs KYC and CIP supporting docs

Every chip above is a workflow your bank already runs. Every one of them, delivered through a Botdoc Spark personal URL, is finished in the same conversation, examiner-friendly the same day, and your customer never abandons the link halfway.

BOTDOC SPARK

Easier than email. More capable than a portal. Encrypted underneath.

Every banker gets a personal URL, sent over text or email at the customer's choice. The customer clicks once. From inside that one link the banker can send files, pull documents back with phone photos accepted, capture ID verification, collect a signature, and hold an encrypted conversation, all without the customer creating an account or installing anything.

1

Banker sends one link

Banker delivers a personal URL over text or email at the customer's choice. The customer clicks once and lands in a verified browser session. No login. No app. No password. No PIN. Works on any device the customer already carries.

2

Everything happens in one conversation

Send files. Pull documents back with phone photos accepted. Capture an ID verification. Collect a signature. Add a co-applicant, spouse, or third-party verifier into the same encrypted thread, then remove them when the workflow finishes.

BOTDOC SPARK, CONTINUED

Organized by conversation. Audit trail closes the loop.

The second half of the Botdoc Spark experience lives on the organization and audit side. Bankers find work by who they talked to. Compliance officers and examiners pull evidence from the platform itself, not from email logs scraped together after the fact.

3

Organized by conversation, not by login

Every send, pull, signature, and message rolls up into one thread per customer. Bankers find everything by who they talked to, not by which portal a document went through. Nothing for the customer to forget. Nothing for your help desk to reset.

4

Audit trail closes the loop

Every send, pull, ID verification, signature, and encrypted conversation captured at the platform level, not the email log. Reportable on demand for FFIEC, GLBA, BSA, and your state regulator without a separate evidence-gathering project.

UNDERNEATH

The patented Secure Digital Transport engine sits underneath.

Botdoc Spark is the customer-facing surface. Underneath, every action runs on the same patented Secure Digital Transport (SDT) engine that has moved sensitive documents inside regulated workflows for more than a decade across banking, lending, wealth advisory, healthcare, education, and government-contractor environments. Same architecture, same audit posture, same compliance evidence that examiners have already accepted at other community banks. The customer experience is what changes for your bankers and your retail customers. The compliance posture, the encryption-at-rest and in-transit profile, and the patent estate underneath all stay identical to the rest of the regulated-industry deployments Botdoc has been operating since 2013, with the same SOC 2 Type II infrastructure, the same FFIEC and GLBA alignment, and the same audit-trail evidence available the day Ironcore finishes the rollout.

WHAT'S INSIDE

Built for the customer experience secure email never delivered.

Botdoc Spark is one product, not a suite. Every banker has the same toolkit on day one. Each capability removes friction from the customer side, not the bank side.

Personal URL, no login

Every banker has one URL. Customer clicks it once. No PIN, password, login, account, app, or software to learn. Works on any phone, any browser, no plugins.

Send by text or email

Banker chooses how to deliver. SMS for the wealth client who never opens email. Email for the loan applicant who lives in their inbox. Customer experience identical from there.

Phone-photo capture

Pay stub, ID, signed form, whatever the customer can take a picture of. No scanner. No flatbed. No upload tool. They tap the camera, snap, send. Encrypted in transit.

ID verification and e-signature in-workflow

Identity verification and signature capture happen inside the same conversation as the document movement. No DocuSign or Jumio handoff. One link, one flow.

WHAT'S INSIDE, CONTINUED

Designed around what your compliance officer and examiner actually need.

The second half of the toolkit lives on the audit and reporting side. Every banker-customer interaction inside Botdoc Spark generates the evidence your compliance officer needs to produce on demand, formatted the way your examiner already asks for it during the BSA, FFIEC, and GLBA examination cycles your bank already runs.

Add the right parties. Remove them when done.

Loop a co-applicant, spouse, third-party verifier, or audit firm into the encrypted conversation, then remove them when the workflow no longer needs them. No other secure tool offers add-and-remove inside one encrypted thread.

Dashboard and examiner-ready reporting

One view of every send, pull, signature, and conversation in flight. Each banker sees their own queue. Compliance officer sees the bank-wide queue. Admins generate the reports your examiner already asks for.

THE IRONCORE + BOTDOC STACK

Botdoc Spark is the front door. The rest of the stack covers what's behind it.

All three sit on the same patented Secure Digital Transport engine and all three are deployed by Ironcore as one integrated rollout. No new vendor for your line-of-business to onboard, no parallel compliance review for each piece, and no separate change-management cadence per component.

This page · Customer-facing

Botdoc Spark

Customer-facing secure document transport. Every banker on your team gets a personal URL for sending, pulling, and conversing with customers. End-to-end encryption, compliance-grade audit trail.

Botdoc Spark product page →
Wider stack · Inside the bank

SecureMFP

Encrypted scan-to-email from the MFP. Closes the audit gap on outbound documents from inside the bank. Five-minute per-device deployment, no firmware change.

Ironcore + SecureMFP page →
Wider stack · In-workflow

Botdoc ID Verify

Identity verification baked into the document workflow. Confirms the person on the other end of an account-opening, loan, or beneficial-ownership packet before the document is released.

Botdoc ID Verify product page →

WHY IRONCORE

The deployment lands inside your existing Ironcore relationship.

Ironcore is one of the few privately held managed IT providers built specifically for community banks. FDIC-examined, SOC-certified, ICBA Preferred Service Provider. Founded by data-center professionals who met at Fiserv. Botdoc supplies the patented Secure Digital Transport engine that powers the customer-facing experience. Ironcore owns the deployment, the rollout to your bankers, the change-management cadence with your team, and the ongoing support relationship through Ironcore's existing service-desk channels. No new vendor for your line-of-business team to onboard and no separate billing or contract relationship for the bank to manage.

Where Botdoc Spark fits inside Ironcore's stack

Ironcore already manages your network, your firewall, your M365 environment, your cybersecurity posture, and (through Finosec Governance 360) your compliance dashboard. Botdoc Spark is the customer-facing document layer that sits on top of that work. Ironcore deploys it the same way Ironcore deploys everything else: hands on, white-glove, the phone gets answered.

THE CONVERSATION

What a Botdoc review with Ironcore looks like.

Thirty minutes. Tracy Fox or JP from Botdoc joins, with Ironcore on the line. The agenda is small on purpose.

You bring

  • The customer-facing document workflows your bankers run today (loan packets, account opening, BOI, etc.).
  • Headcount on the customer-facing side, by team (lending, deposits, trust, wealth, BSA).
  • The secure-email or portal tool you already pay for, plus a rough sense of customer-completion rates and where customers abandon.
  • The compliance lead or COO on your team who would own the workflow rollout.

We bring

  • A Botdoc Spark fit assessment for the specific workflows you named, with personal-URL templates per workflow.
  • Side-by-side: your current secure-email or portal flow vs. the same workflow on Botdoc Spark. The customer-experience delta in screenshots, not slides.
  • Compliance posture explanation aligned to FFIEC, GLBA, BSA, and your state regulator.
  • Per-banker commercial model and the Ironcore-led rollout plan, including the SecureMFP follow-on if you want it.

Schedule a Botdoc review with Ironcore on the call.

The calendar routes to Tracy Fox and JP on the Botdoc side, with Ironcore joining the call as your deploying partner and bringing the full context of the managed-IT relationship they already operate with your bank. Thirty-minute working session covering the customer-facing document workflows you run today, the headcount on each customer-facing team (lending, deposits, trust, wealth, and BSA), the secure-email or portal tool you already pay for, and the rough customer-completion rate where customers abandon mid-workflow. We come back inside a week with a Botdoc Spark fit assessment for your named workflows, the customer-experience delta in screenshots, a compliance-posture explanation aligned to FFIEC, GLBA, BSA, and your state regulator, the per-banker commercial model, and the Ironcore-led rollout plan with the SecureMFP follow-on built in. No second vendor for your bank to manage on top of the Ironcore relationship.