Banking Made Easy

Leverage our customizable intelligent automation platform to power your digital banking offering.

  • Automate your repetitive tasks and mission-critical banking workflows
  • Integrate with your existing systems to future-proof and enhance their capabilities
  • Maximize productivity by allowing your team to focus on high-value activities

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"A solution for every thinkable process problem. It has the best and simplest interface I have ever seen on any similar software."

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Trusted by 3 Million Users Worldwide



of application
processes automated



of customers prefer
remote banking



reduction in time
to open



reduction in
application abandonment

Banking Case Studies

ProcessMaker for Banking: critical capabilities

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Intelligent Process Automation

Boost business efficiency with an AI-powered decision engine and workflow automation

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KYC / AML Fraud Prevention

Offer a secure and seamless omnichannel digital banking experience

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Intelligent Document Processing (IDP)

Unlock insights from unstructured data with automated data extraction & classification

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Account Opening: Consumer / Business

Fully customize your customer and business account opening

ProcessMaker BPA Platform Features

ProcessMaker BPA platform offers an extensive list of enterprise-grade features for streamlining and orchestrating processes. It facilitates designing, running, reporting, and optimizing business processes, enhancing productivity while reducing costs.

Banking Process Automation Made Easy

Experience the unique capabilities of AI combined with our robust decision engine and workflow automation suite to unlock your workforce Hyper-Productivity.


Account Opening ROI Calculator

Calculate the potential benefits of using ProcessMaker’s Account Opening Solution.

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Go beyond basic workflow automation with intelligent automation

Go beyond basic workflow automation with intelligent automation

Unlock Hyper-Productivity

Enable end-to-end process automation with a platform giving you access to AI-powered Business Process Automation (BPA), Intelligent Documentation Automation (IDP), Decision Engine, and API Integration.

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Frequently Asked Questions

Banking institutions can use ProcessMaker to streamline many processes, such as consumer and commercial account opening, identify verification, fraud detection, treasury management, loan approvals, compliance checks, etc. This results in faster response times, reduced errors, and an improved customer experience.

Yes. ProcessMaker has built-in security features that comply with industry standards. It provides capabilities like role-based access controls, audit trails, encryption, and integration with single sign-on systems to ensure data integrity and security.

ProcessMaker provides an API-first approach, allowing it to easily integrate with a bank's core banking systems, i.e., Jack Henry, Fiserv, etc., as well as CRM, ERP, and other legacy systems. It also supports various industry-standard protocols and integration methodologies.

Absolutely. ProcessMaker is highly customizable, allowing banks to modify and adapt the platform to their unique operational needs, regulations, and customer demands.

Implementation time can vary based on the complexity of the processes to be automated and the level of integration required. However, many banks can see results within a few weeks to a few months of implementation.

ProcessMaker includes features to ensure that processes adhere to regulatory guidelines. It offers transparency, audit trails, and reporting capabilities, ensuring banks can monitor and prove compliance with local and international banking regulations.

ProcessMaker provides a range of support options, including documentation, online forums, professional services, and dedicated support teams. They are experienced in addressing the unique challenges and requirements of the banking sector.

Yes. ProcessMaker is designed to scale vertically and horizontally, ensuring that the platform will effectively support this growth as your banking institution grows and your process needs to evolve.

Several global case studies and success stories of banks have successfully implemented ProcessMaker to optimize their processes, improve efficiency, and enhance customer experience. These can often be found on the ProcessMaker website or requested directly from their sales or support teams.

ProcessMaker frequently releases updates to improve functionality, security, and performance. Updates are typically managed via a controlled release process, allowing banking institutions to test and validate changes before they are applied to the production environment.

Discover how leading organizations utilize ProcessMaker to streamline their operations through process automation.

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