Workflow for Banking

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

SBA / PPP Loan Processing

As PPP loan requests begin to flood in, it's time to make sure your bank is prepared for the new SBA 7(a) Paycheck Protection Program. Financial institutions hoping to help small businesses land some of the $349 billion in Small Business Administration (SBA) assistance from the federal coronavirus stimulus package need to take steps now to prepare for a wave of customers seeking relief.

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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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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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Risk & Compliance

Every day, banks are faced with illicit financial transactions such as money laundering, terrorist financing, and cyber crime. Build risk and compliance into your workflows and adapt to new regulations.

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