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.

How Banks Can Compete with Disruption from Fintechs

Over the past two decades, every industry has felt the impact of technological disruptors. Innovation has become the law of today. Due to highly-regulated environments, banks have been able to retain...

Create an Outstanding Onboarding Experience in Banking

Customer onboarding is an essential process for many businesses, and especially banks and financial institutions. Relationships are vital in both retail and commercial banking. Getting off to a good...

Automating Banking Forms with Intelligent Document Processing

As technology advances, along with disruptions brought by fintech and evolving consumer demand, dramatic changes have been made around what digital customers expect of contemporary banking. Consumers...