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Named a 2025 Gartner® Magic Quadrant™ Leader for RPA.Recognized as a Leader for the Seventh Year in a Row Download report Download report
Reduce compliance errors by up to 50%
Eliminate onboarding friction with AI agents for customer onboarding.
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Loan approvals in seconds? Yes, it’s a thing.
Power precise, compliant loan processing workflows with AI agents.
See how
Save time. Simplify compliance. Safeguard your data.
Financial institutions are juggling the twin challenges of regulatory complexity and cybersecurity threats. The solution? Agentic automation. It not only fast-tracks resource and data-intensive workflows, it shields your organization from operational risk and fraud by strengthening security, compliance, and controls.
Save money. Get more work done. Strengthen security and controls.
Improve compliance
Agentic automation delivers systematic and consistent monitoring and reporting.
Reduce fraud
Monitor transactions to flag suspicious activity and respond quickly to potential fraud.
Increase productivity
Streamline and automate processes to get more done and free resources from repetitive tasks.
Cut errors and operational losses
Get more done, more efficiently, while eliminating errors and data silos by connecting legacy systems.
Fuel growth
Free up teams to focus on new business with agentic automation right within the apps they use.
Lower costs
Simplify and automate manual processes, eliminate processing errors, and reduce risk.
Hear from customers how the impact of agentic automation adds up.
Customer Quote
Automation Anywhere is customer-centric, highly innovative, and a trendsetter in intelligent processing.
Pankajam Sridevi,
Managing Director, ANZ Bank
Customer Quote
Agentic automation allows our operations to scale with the fluctuating market while retaining our valuable employee base.
Jag Chopra,
COO, The Loan Store
What customers have to say about us.
Where can banks use agentic automation? Everywhere.
Trusted, rapid, and ready for anything. Put agentic automation to work across banking operations.
With its speed and flexibility, agentic automation gives financial services the means to better handle risk, boost compliance, and say goodbye to errors. It lets your workforce zero in on work that matters—like connecting with customers and designing fresh financial products.
Accelerate loan fulfillment
- Application processing (mortgage, credit card, auto)
- Document ingestion and verification
- Underwriting
- Fraud detection
- Collections
- Loan servicing
Improve wealth & asset management
- Client onboarding
- Portfolio management
- Performance reporting
- Trade surveillance
- Client prospecting
- Broker & client service
Increase customer satisfaction
- Account opening & closure
- Customer information changes
- Cross-selling & retention
- Fee & transaction disputes
- Complaint resolution
- Pre/post-call support
Strengthen regulatory compliance
- Know Your Customer (KYC) due diligence
- Anti-Money Laundering (AML) investigations
- Economic sanctions
- Regulatory reporting
- Compliance testing
Manage data with accuracy and speed
- Data mining
- Data validation
- Legacy system data migration
- Internal audit data testing
Tap into a wealth of resources on agentic automation in financial services.
Start here: Top 5 areas to automate in finance
Learn how AI agents automate complexity while maintaining top-tier security and compliance.
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