Banking and Financial Services

Deliver superior service to your customers while cutting operational costs and reducing regulatory risk through Intelligent Automation solutions.

45%

Decrease in operational costs

by automating core banking functions with AI-based solutions

90%

Operational accuracy enhancement

to stay ahead of the regulatory challenges

45%

Reduction in manual effort

to give your employees more time for your customers

Anti–Money Laundering (AML)

Reduce costs, risks and regulatory burden.
Improve AML compliance, while also reducing operating costs and boosting employee satisfaction and productivity, with pre-built AML automation solutions.

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Customer Lifecycle Management (CLM)

Serve more customers faster and better.
Automate document processing and other manual work across customer lifecycle management, from KYC and account opening to offboarding.

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Automation solutions are made stronger on the cloud

Through this partnership with IBM, WorkFusion automation customers within insurance and banking can now securely host workloads on the IBM Cloud for Financial Services, in addition to their on-premises environments.

As teams across an organization use pre-trained WorkFusion Intelligent Automation bots, the models continuously learn and improve, which exponentially increases their precision and speed.

Read more about our partnership

KYC Document Handling

Automate complex document processing for KYC and reduce manual document handling time by 75%.

Adverse Media Monitoring

Streamline investigation of negative news and reduce the risk of regulatory penalties.

Identity Verification

Verify an account applicant’s identity faster and reduce account opening time by 90%.

Mortgage Income Verification

Improve mortgage lending by bringing down income verification time to 5 minutes.

See the use case

WorkFusion Virtual Summit 2020 session

Banks can achieve millions of dollars through scaling Intelligent Automation.

Watch Nischal Piratla, Director of Innovation at Deutsche Bank, and Matt Speare, CIO at Carter Bank & Trust, discuss these banks’ experience in enterprise-wide automation scaling.

Pre-built solutions accelerate automation deployment and ensure fast delivery of predictable results.

Learning bots extract and analyze structured and unstructured data and improve with every new document.

Operational analytics for transparency and centralized insights drive efficiencies across bots, people and processes.

Recognized as a Leader

Clients appreciate WorkFusion’s broader automation platform capabilities, customer-centric approach to product development, and the online training academy.

Everest Group Intelligent Document Processing (IDP) Products PEAK Matrix® 2021

Recognized as a Leader

WorkFusion excels at governance through auditability and transparency into bot performance… This product is a strong choice for banks and insurance companies as well as other firms that align with its prepackaged components.

The Forrester Wave™: Robotic Process Automation Q1 2021

Recognized as a Visionary

Enterprises in regulated industries, especially Banking, Financial Services and Insurance, choose WorkFusion solutions to eliminate manual work within their document-heavy core business processes

2021 Gartner® Magic Quadrant™ for Robotic Process Automation

Ranked #1 in Innovation Capability

Customers value WorkFusion’s integrated cognitive and RPA capabilities, which enable straight-through processing of end-to-end processes, not just tasks.

HFS Top 10 Robotic Process Automation Software Products 2020