RPA for Finance & Banking | Automation Anywhere

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.

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

Rapid ROI.

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

Strengthen compliance.

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

Improve customer service.

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

Streamline operations & reduce risk.

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

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

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

– Nina Møller, Process Owner, Backoffice

30,000+

Hours saved in customer service delivery

Delays for customer account changes

$2M

Saved on systems migration

150

Bots in production

Read Case Study

Take the most direct route to automation success in banking and financial services

Easily manage large, complex, and cross-functional automation programs with the unified, intelligent Automation Success Platform.

Discover

Apply deep, accurate, and actionable details on every process

Identify automation opportunities at scale
Understand operational misses caused by errors
Root out process inaccuracies and inconsistencies

FortressIQ

Digitize

Extract, organize, and validate information from unstructured data

Accelerate application processing
Support KYC (Know Your Customer) and fraud detection
Expedite account opening and closing

IQ Bot

Automate

Put flexible intelligent automation tools to work on any business process

Elevate the entire client life-cycle management process
Ensure timely submissions of regulatory reporting
Improve productivity and process execution

RPA Workspace

Learn

Improve with complete, real-time analytics at the bot, process and business levels

Monitor the results of existing digital transformation efforts
Ensure policy and procedural compliance
Strengthen controls such as BSA / AML / KYC

Bot Insight

Scale

Expand automation with ready-to-deploy RPA bots and Digital workers

Shorten time to value with pre-built automations and plug-and-play integrations
Simplify automating complex financial services and banking processes

Bot Store

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.