ProcessMaker for Banking

Digitalize & Streamline Banking Processes

97%

97% of customers will abandon a business if the onboarding process looks too confusing.

80%

Faced with the pandemic, 80% of customers feel uncertain about visiting a bank branch.

34%

34% of millennials would rather have their teeth cleaned than call into a support line.

Commercial Account Opening

Commercial Account Opening

Streamline account opening at your institution

In banking, relationships come first. When your bank makes it easy to open checking and savings accounts, your customers appreciate the service. Delivering excellence in account opening accelerates your core deposit strategy, keeping your funding stable at the lowest risk possible.

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Processing Loans

Processing Loans

Lending has never been easier

Processing loans is becoming one of the greatest challenges for banks today. With ProcessMaker, cut through the complexity with our end-to-end lending solutions.

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Risk & Compliance

Risk & Compliance

Empower customers to bank with peace of mind while adhering to compliance & security protocol.

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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Treasury Services

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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Improving the Customer Experience (CX) in Banking

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