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 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.

Learn More

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.

Learn More


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.

Learn More

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.

Learn More

Trusted by banks worldwide

Request a Demo

Consent to the Privacy Policy By checking this box you consent to ProcessMaker's Privacy Statement.

Privacy Update
We use cookies to make interactions with our website and services easy and meaningful. Cookies help us better understand how our website is used and tailor advertising accordingly.