Enterprise Content Management (ECM) for Banking and Finance

Pyramid Solutions successfully implements enterprise content management (ECM) solutions for some of the largest banking and financial institutions in North America. Our clients experience higher customer satisfaction rates, lower costs, and reduced cycle times with our ECM solutions.


Pyramid eXpeditor™ (PX) for Mortgage is a comprehensive solution that enhances the mortgage process to help you close more loans faster. From loan origination to correspondent lending/servicing to post-close, PX for Mortgage helps every step of the way by providing visibility into pipelines, upcoming close dates, risk, and data integrity. See how our clients experience increased productivity, efficiency, and growth.

Due to the immense volume of loan forms and mortgage documents that we process on a weekly basis, Flagstar needed a robust information capture system that was capable of managing our enterprise’s different document types while maintaining our high standard of quick turnaround time for mortgage processing.

Charles Kirkpatrick

Executive Vice President, Flagstar Bank

Commercial Lending

PX for Commercial Lending software helps lenders reduce total cost of client acquisition, improve portfolio quality and minimize risk and exposure by ensuring the right information is in the hands of the right people at the right time. Easily collect, find and process loan documents faster by removing all the unnecessary noise.

Retail Banking

PX for Retail Banking streamlines front-end retail banking processes to help you increase employee productivity enhancing customer experiences. Integrated forms, capture and e-signature technology make signature cards, deceased processing and change of address tasks simple and painless processes for your customers so you can maintain customer loyalty.

Treasury Management Onboarding

PX for Treasury is changing the expectations of onboarding by cutting an average 25-day process down to 15 days. It not only eliminates the pains of traditional onboarding through automation, parallel processing, and enhanced decision-making capabilities, but also eliminates duplicative work, errors, and siloed departments, so you can increase non-interest income and concentrate on other high revenue activities.

Trust and Wealth Management Onboarding

PX for Trust and Wealth streamlines and enhances the client onboarding and maintenance processes and is easily modified to accommodate changing business needs and legislation. The automated, parallel processing system and enhanced decision making capabilities of this solution cut average onboarding times by 50%.

Three or four years ago, I couldn’t dream of capturing a case document image and the data all in one user interface. Today, I can do that easily.

Albert Pena

Vice President, Bank Operations, Union Bank, N.A.

Talk with one of our banking experts.