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Your path to TRANSFORMATION for

Banking & Financial Services

Female applying for a loan.

Build loyalty across every interaction. Every time.

Enhance customer satisfaction, improve productivity, and reduce costs with AI-powered analytics and automation designed for financial services.

Personalized experiences

When you understand the entire customer journey from initial inquiry to first deposit to overall financial portfolio, you can deliver more personalized experiences for every customer or member, every time.

Automated actions

Eliminate manual processes and automate workflows across accounts payable, customer service, account and loan origination, and fraud detection, all without replacing the technology you are already using.

Intelligent insights

So much information about your customers exists in different systems and siloed databases. Bring it all together with AI-powered insights that go beyond reports to deliver valuable business intelligence.

Trusted and secure

Tested and proven against the most rigorous security and compliance standards required by financial services including PCI DSS, SOC2, and more for solutions that provide peace of mind and full compliance.

See how AI-powered analytics and automation can work for your business with a free proof-of-concept today!

Leverage your existing systems to understand more about your customer from a single view.

Your customers and members see you as a single financial institution, but too often you see your customers through multiple lenses. Individual departments, siloed databases, and separate processes. That breaks down the customer experience and increases the risk of customers choosing your competitor.

What if you could gain a holistic view of every interaction and touchpoint? From the front line contact center to individual branch data to back-office information, without having to replace the systems you're already using.

Financial Report

Apply the power of analytics and automation  to increase satisfaction, improve productivity and reduce costs

Accounts Payable

Streamline invoice processing, verification and payment scheduling to reduce manual errors and accelerate the payment cycle. Provide insights into spending trends and vendor relationships.

Fraud Protection

Monitor transactions and detect unusual patterns or behaviors associated with fraudulent activities, and automatically trigger alerts or actions in real-time to prevent or mitigate fraud.

Reporting Automation

Integrate software, spreadsheets and databases and transform raw data it into standardized formats. Generate statements and reports at specified intervals, based on predefined templates.

Customer Services

Analyze performance and customer/employee sentiment during interactions to improve service quality and identify areas for improvement. Respond to common inquiries with automated systems.

Credit Card Processing

Expedite approval processes, credit verification, background checks, and other steps. Assess credit risk, evaluate spending limits and patterns, and identify potentially fraudulent activities automatically.

Compliance Management

Identify patterns and anomalies in large data sets to detect potential compliance issues. Streamline compliance by automating data collection, analysis, and reporting of suspicious activities.

Know Your Customer

Verify customer information against multiple data sources and assess risk levels. Ensure compliance with regulations and prevent fraudulent activities.

Mortgages and Loans

Streamline document collection, credit checks and verification, and approvals, reducing manual effort and errors. Automate assessments and reports to complete the closure quickly.

Account Processing

Automate customer account requests, checklists for compliance, and notifications to customers regarding the status of their account. Simplify processes with auto-population and information verification.

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Unique Customer Success Program

We Make Our Solutions Work for You!

  • Free consultation to identify areas of improvement.

  • Try before you buy with our no-obligation Proof-of-Concept (POC) program and demonstration of ROI.

  • Free 30-day hands-on operation assistance to on-board your team and ensure our solution is optimized to meet your needs.

Request a One-on-One Consultation

Discuss your specific challenges with one of our experts. 

In less than 30 minutes, you will learn how automation can transform your banking functions.

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