Workflow for Banking

Design, automate and deliver an optimal experience to customers, accelerate and streamline workflows, and automate and mitigate risk & compliance at your bank with our end-to-end banking workflow automation platform.

Account Opening

Onboarding new customers with a seamless new account opening process is key. Prioritize how your customers feel from day one, and you’ll win their loyalty for a lifetime.

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Treasury Services

Create a seamless on-boarding process for your customers and eliminate gaps between sales and fulfillment. Your treasury management team can use this solution to drive need-based on-boarding processes and reduce the time taken to meet customer demands. Ensure streamlined account set-up, correspondence generation and management, funding, and activation with our banking solution.

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Lending

Processing loans is becoming one of the greatest challenges for banks today. Accelerate loan volume and approvals while improving cross-channel loan efficiency from pre-qualifying to close.

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Risk & Compliance

Every day, banks need to understand their risk as well as compliance needs. Building automated workflows to provide consistency & auditability enables your management team to mitigate risk as well as remain compliant to regulation.

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Banking Workflow Insights

Read our leadership insights on process automation transformation affecting the banking industry. Topics include addressing workflow solutions for risk compliance and treasury management.

3 Trends Increasing the Need for KYC (Know Your Customer)

Do you truly know your customer? For banks, the process is more than being on a first-name basis. Impregnable Know Your Customer (KYC) checks are the foundation of a bank’s cybersecurity...

3 Big Tech Trends in Treasury Management

Shifts in regulatory, social, and competitive expectations have disrupted how treasury departments conduct banking business. The turmoil is more than a passing trend: this year will introduce another...

The 6 Reasons Why Your Onboarding Process Loses Customers

Customer onboarding: is it always bound to have friction? Some organizations believe there’s no way around the abrasive parts — and both the company and its clients pay the cost. As a result,...