Resolution Engine

A real-time, user-authorized, context-aware engine for data collection. SOLO's Resolution Engine is the intelligent customer support that knows to get the right data, in the right place — before you have to ask.

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RESOLUTION ENGINE

Always-On Customer Data Collection, Triggered by

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SOLO’s Resolution Engine gives your team a real-time memory of every customer — what’s already submitted, what’s missing, and what needs to happen next. Data gaps are automatically closed before they’re created.

Triggers

Responds to Internal, External, and Customer Prompted Events

Threshold Met

Internal Metric

Exception Found

Credit Policy

Info Needed

Workflow Rule

KYB Change

Conflicting Info

Risk Detected

News Alert

Eligibility Change

Reg. Update

Application Filed

New Request

Owner Added

Multi Entity

KYC Change

Conflicting Info

Customer Actions

Engages with Personalized Requests and Next Steps

Update Old Info

Conflicting Info

Upload Docs

Missing Info

Verify Ownership

Attestation

Add Accountant

Multi Entity

Add Owner

Multi Entity

Add Subsidiary

Multi Entity

Permission Share

Give Consent

Authorize Check

Give Consent

Verify Income

Attestation

How It Works.

Adaptive Logic

Internal Query

Network Query

Resolve

Know What to Look For

Product-specific activation rules determine the exact facts needed for each interaction. Data is kept in context for what the moment requires.

Demo SOLO

Adaptive Logic

Internal Query

Network Query

Resolve

Know What to Look For

Product-specific activation rules determine the exact facts needed for each interaction. Data is kept in context for what the moment requires.

Demo SOLO

Adaptive Logic

Internal Query

Network Query

Resolve

Know What to Look For

Product-specific activation rules determine the exact facts needed for each interaction. Data is kept in context for what the moment requires.

Demo SOLO

Adaptive Logic

Internal Query

Network Query

Resolve

Know What to Look For

Product-specific activation rules determine the exact facts needed for each interaction. Data is kept in context for what the moment requires.

Demo SOLO

Use Cases

Built for the Dynamic, Event-Driven World.

Because Data Collection Isn't Linear.

Origination

Customer Experience
Guided Next Steps

Existing Customer

Creates Custom Portal

Missing Information

Sends Follow Up

Missing Financials

Generates Statements

Exception Met

Requests Additional Information

underwriting

Operational Efficiency Eliminate Back and Forth

>20% Owner Found

Sends Linked Application

Policy Exception Met

Requests Explanation

Missing Document

Sends File Upload Link

Large Deposit

Requests Explanation

Data governance

Relationship Growth Scale with Memory

Quarter Passed

Generates Financials

License Expires

Requests New Documents

New Conflict Found

Request New Confirmation

Subsidiary Detected

Links Parties

Powering Efficiency, Relationships, and
Industry Wide Trust.

Focus On Decisions, Not Data Requests. The Resolution Engine Eliminates Redundant Asks Internally and Industry Wide.

Banks don't need another place to store data. They need one source of truth that puts its data to work. Activate data from any source, across every platform. SOLO is the fully integrated memory layer that turns a siloed tech stack into one cohesive system.

Inside Institutions

Accelerate Workflows
and Decisions

Demo SOLO

+40%

Underwriting Cost Reduction

+30%

Improved Conversion on Applications

+320

Hours Saved / Processor / Month

Across Institutions

Eliminate Redundancy
Across Bank Networks

Learn More

100+

Bank Partners Backing SOLO

+$500M

Projected Savings / Bank / Year

CFPB 1033

CFPB

CFPB 1033

Customer-Permissioned, Bank-Owned

Customer Permissioned, Bank-Owned

“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”

Carson Lappetito

President of Sunwest Bank