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.

The Inevitable Growth of Voice-Based Banking

Voice-based banking is gaining momentum. As consumers increasingly use voice-activated devices to search the web and control their appliances, a growing number see promise in hands-free...

How Hyperautomation is Transforming Banking and Finance

While banks were already moving towards hyperautomation, COVID-19 has accelerated their efforts. According to a recent Deloitte report, the pandemic has been “reshaping the global banking industry...

5 Winning Strategies for Digital Banking

Banking has reached a tipping point as growth in new account openings are attributed to banks that are digital innovators. There is also an increase in competitors as alternative banking services...