Send better, more flexible financial documents
Iris is a serverless SaaS platform that allows you to send flexible documents, intelligently manage delivery and failures, and more easily comply with complex regulations. Our financial infrastructure helps customers simplify and modernize the production, delivery, and storage of trade confirmations, account statements, and other financial documents.
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Create more impactful financial documents
Legacy Document Production
Legacy Document Production
Financial documents are costly and time-consuming to create, send, and manage. They rely on expensive legacy systems that make it costly and time-consuming to stay on brand and in compliance.
Financial documents are costly and time-consuming to create, send, and manage. They rely on expensive legacy systems that make it costly and time-consuming to stay on brand and in compliance.
Document Production with Iris
Iris’ cloud-native, serverless platform gives you a large library of React templates that are easy to customize and include adaptive T&Cs that allows space for custom marketing messages tailored to each user’s profile.
Fully compliant, flexible document templates
Choose from several pre-built designs tailored to a wide variety a wide variety of documents including trade confirmations, brokerage statements, bank statements, tax docs and more.
Choose from several pre-built designs tailored to a wide variety a wide variety of documents including trade confirmations, brokerage statements, bank statements, tax docs and more.
Easily include messaging based on customer positions, trades, cash, and other external user data.
Easily include messaging based on customer positions, trades, cash, and other external user data.
Iris displays relevant terms and conditions based on the information in the statement or confirmation.
Iris displays relevant terms and conditions based on the information in the statement or confirmation.
Simplifying Regulatory Compliance
Simplifying Regulatory Compliance
Iris uses on-demand WORM storage, which keeps storage costs lower.
Lower Cost
Efficiency
Our platform automatically manages storage and deletion time periods.
Regulatory
Iris includes built-in, on-demand regulatory archiving, search, and document extraction.
Flexibility
Our template is easy to modify, reducing issues that lead to full-page, fine print terms and conditions.
More efficient document delivery
More efficient document delivery
Capabilities
Capabilities
Iris supports delivery via USPS, email, SMS, and push notifications, while maintaining a complete audit trail of document production, delivery, failures, and resolution.
In-Depth Reporting
In-Depth Reporting
Iris provides comprehensive reporting and visibility on all document delivery, regardless of mechanism.
Querying
Querying
Users can query the delivery data by several fields, including document type, account number, contact information, and address.
Automated Exception Handling
Automated Exception Handling
Iris provides tooling that handles the escalation of delivery failures. Our proprietary workflow engine can automate escalation based on customizable business rules.
Core workflow engine
Core workflow engine
Iris is built around a core workflow engine that is designed to integrate with several key functions.
Automated Exception Handling
Iris can be configured to automatically adjust to USPS delivery after email, push, or SMS failures. It also provides notifications and tooling for customer service teams.
Return Mail Processing
Lost or undelivered mail is a serious issue when you’re sending sensitive financial documents via USPS. Iris can manage return mail for you with a serialized barcode on each mailing, which notifies USPS to securely destroy the mail and inform us about the reasons it was undeliverable.
Mailing Capabilities
Sending documents by USPS is expensive and slow. Iris intelligently minimizes snail mail to reduce waste and expenses.
Ready to see your documents modernized?
Want to see how Nutshell Labs can help you modernize the production of your confirmations and statements? Schedule a call with our team to learn more.