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 goes through every time you send a sensitive document through your current secure platform. Three abandonment patterns we hear at every community bank we talk to:

The retail loan applicant

Clicks the link. Platform asks them to create an account. They forget the password from last time. Request a reset. Email lands in spam. They give up. Three days later your banker calls to confirm receipt and the customer asks if you can just email the PDF directly. So you do. Unencrypted, because the alternative was no document at all.

The wealth-advisory client

They've handled too many secure-email flows in their career. They tell your advisor "just fax it" or "I'll come to the branch." Now you're paying a Tier-1 advisor to do branch runs because the tool added friction instead of removing it.

The phone-photo customer

Trying to upload pay stubs from their phone. The portal won't accept a phone photo. They spend twenty minutes hunting for a scanner, give up, and text the photos to the loan officer's personal cell phone. Compliance just left the chat.

Botdoc Spark removes every step of that abandonment.

Customer clicks one link, sent over text or email. No login. No app. No password. They take a photo with their phone, attach it, hit send. ID verification and signatures live in the same conversation. The encryption your auditor needs is there. The customer never sees it.

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 on your team gets a personal URL. The banker sends it over text or email, the customer's choice. The customer clicks once: no login, no password, no app to install. From inside that one link the banker can send files, pull documents back (phone photo accepted), capture ID verification, collect a signature, and hold an encrypted conversation. Add a co-applicant, spouse, audit firm, or third-party verifier into that same encrypted thread, then remove them when the workflow is done.

1

Banker sends one link

Banker delivers a personal URL over text or email. Customer's choice. The customer clicks once and is in a verified browser session. No login. No app. No password.

2

Everything happens in one conversation

Send files. Pull documents back (phone photo accepted). Capture an ID verification. Collect a signature. Add a co-applicant or third-party verifier into the same encrypted thread. Remove them when the workflow is done.

3

Organized by conversation, not by login

Every send, pull, signature, and message rolls up into one thread per customer. Find everything by who you 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.

Trusted for compliance, with reliability in everything we do.

Botdoc Spark is the same patented Secure Digital Transport engine that has moved sensitive documents inside regulated workflows for ten years. Banking, lending, healthcare, government. Same architecture, same audit posture.

WHAT'S INSIDE

Built for the customer experience secure email never delivered.

Botdoc Spark is one product, not a suite. Every banker on your team has the same toolkit on day one. Each capability is designed around removing 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.

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. All three deployed by Ironcore. No new vendor for your line-of-business to onboard.

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. Ironcore owns the deployment, the rollout to your bankers, and the change-management cadence with your team. No new vendor for your line-of-business to onboard.

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. Ironcore joins the call as your deploying partner.