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.

Automating Client Onboarding in Commercial Banking

In the last year, the commercial banking market lost an estimated $3.3 trillion due to abandoned applications during onboarding. The reasons for this vary but are largely attributable to poor client...

What Corporate Treasurers Should Know About Banking API's

With new regulations such as the Revised Payments Services Directive (PSD2), allowing for more innovation in payments, corporate treasurers can make a move from batch processing to real-time...

The Banker's Role in Enabling Digital Transformation for Treasuries

One of the core functions for a treasury is money modeling. Invariably, every entity must have a tight handle on their liquidity positions and funds. In a rapidly-evolving marketplace, this isn’t...