Intelligent automation enables banks and financial services companies to transform manual, data-intensive, operations while meeting stringent and constantly changing regulatory requirements.

Improve customer service. Reduce risk. Strengthen compliance. But wait, there’s more.

Reduce cost

Reduce cost.

Improve productivity and reduce labor expenses by automating manual and data-intensive processes

Rapid ROI

Rapid ROI.

Deploy Robotic Process Automation within 3 months and realize immediate return on investment

Strengthen compliance

Strengthen compliance.

Seamlessly access customer data to improve KYC/AML analysis, automate ongoing transaction monitoring, and track regulatory changes

Improve customer service

Improve customer service.

Get real-time access to customer information, accelerate customer request resolution, and identify additional product/service needs

Streamline operations

Streamline operations & reduce risk.

Simplify and automate manual processes, eliminate processing errors, and reduce operational risk

Increase resource capacity

Increase resource capacity.

Deploy Digital Workers to augment employees and provide additional capacity to manage peak processing volumes

Automation saved Santander 30,000+ hours in customer service delivery time last year

Centralized RPA deployment enabled Santander to rapidly automate front- and back-office processes, resulting in accelerated service to customers

Nina Møller

Automation allows employees time to focus on work that brings the customer value, work that makes a difference to them.

– Nina Møller, Process Owner, BackofficeProcess Owner


Hours saved in customer service delivery


Delays for customer account changes


Saved on systems migration


Bots in production

Think of RPA bots as your data logistics team

KYC/AML Compliance

Use RPA and IQ Bot to ensure compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations, and develop an accurate client risk profile, support fraud identification, and conduct ongoing account monitoring.

Customer Onboarding

Automate new account setup activities and streamline data collection from internal and external systems for Customer Due Diligence, distribute welcome packets, and update CRM systems with new customer data.

Mortgage/Loan Origination

Apply intelligent automation to extract and index documents, order third-party reports (credit, appraisal, title, flood certification), validate loan data, and streamline loan underwriting.

Customer Service

Enable CSRs with RPA attended automation to access and aggregate data across multiple systems, handle change requests, cross-sell financial products, and interact with underwriters/supervisors in real time.

See what RPA can do for financial services & banking

Case Study

Bancolombia increases customer service efficiency by 50% with intelligent automation

Bancolombia Bancolombia
Case Study

Case Study

Learn why RPA is transforming the way everyone at ANZ thinks and operates on a daily basis

Everest ANZ ANZ
Case Study

Case Study

Keybank leapfrogs past large volumes of work and brand new processes arising from COVID-19

keybank Keybank
Case Study

Explore resources for financial services & banking



RPA in Financial Services:
4 Steps to Success



Get insight from the experts on transforming Financial Services with RPA+AI



Capture the surging mortgage demand with intelligent automation



5 Core Finance Functions You Should be Automating


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