Industry Solutions

With years of enterprise content management (ECM) experience in the banking and insurance industries, we have the expertise to deliver best-in-class document management, e-signature, imaging and case management solutions that reduce dependence on paper-based, manual processes and greatly increase operational efficiency.


Pyramid Solutions utilizes the latest in enterprise content management technologies to improve processing capabilities, while reducing costs and cycle times for some of the most successful banks in North America.

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Commercial Lending

Designed specifically for the Commercial Lending space, PX for Commercial Lending is helping lenders improve portfolio quality, minimize risk and exposure and reduce total cost of client acquisition.

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Pyramid eXpeditor™ (PX) for Mortgage is a comprehensive solution that enhances the mortgage process to help you close more loans faster.

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Retail Banking

PX for Retail Banking incorporates advanced capture, workflow and electronic signature technology to make your retail processes efficient and easy.

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Treasury Management Onboarding

PX for Treasury Management Onboarding enables institutions to significantly reduce the onboarding process lifecycle – giving you more time to manage client payables, receivables and assets.

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Trust and Wealth Management Onboarding

PX for Trust and Wealth utilizes ECM methodologies so you can easily capture, store, review and update data while complying with Know Your Client, Anti-Money Laundering and FATCA regulations.

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Bound by complex documentation, manual and exception-based processes, compliance and regulatory issues, the insurance industry stands to benefit from electronic processing that delivers increased operational efficiencies, improved workflow and enhanced customer service.

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Claims Processing

PX for Claims Processing delivers fast, efficient claim settlements for life and property and casualty carriers. Built to seamlessly integrate with third-party systems of record, carriers immediately reap the benefits of its automated, parallel and exception-based processing capabilities.

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Life Underwriting

PX for Life Underwriting helps you issue policies faster by reducing the number of attending physician statements you order.

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P&C Underwriting and Maintenance

PX for P&C Underwriting extends the reach of your underwriting system into all document-centric activities, enabling insurers to equip underwriters with a single view of documents, information and supporting content.

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Bringing Pyramid Solutions on board to help move one of our joint clients into our cloud was the right move. They brought extensive knowledge, experience and best practices to the table which solidified them as a continued trusted partner.

Berk Mesta

Executive Vice President, Viewpointe, LLC