Banking and Financial Services

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

Trusted by
workfusion customers
Real Impact

Achieve tangible results in record time


Decrease in operational costs

by automating core banking functions with AI-based solutions

Operational accuracy enhancement

to stay ahead of regulatory challenges

Reduction in manual effort

to give your employees more time for your customers

Transform banking with pre-built automation solutions

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.
Customer onboarding & KYC
Serve more customers faster while cutting costs.
Leverage pre-built customer onboarding and KYC solutions to provide more personalized service and improve customer satisfaction and retention, while unlocking vast savings and growth.

Automate core processes
with packaged industry solutions

what our customers say

Scale automation enterprise-wide seamlessly

Scale automation enterprise-wide seamlessly | WorkFusion

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.

Platform capabilities

The #1 platform to deliver automation success


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 Leader
Gartner logo

In comparison with the other products we reviewed, WorkFusion showed superior capabilities and vision by augmenting RPA with prepackaged, pretrained ML models designed for specific use cases, such as anti-money-laundering, loan processing and claims intake.

Gartner 2020 Magic Quadrant for RPA
Ranked #1 in Augment Knowledge Workers
Gartner logo

WorkFusion provides reusable autoML and built-in ML capabilities to perform a wide array of ML tasks augmenting RPA scenarios.

Gartner Critical Capabilities for RPA 2020
Recognized as Leader
everest logo

WorkFusion provides innovative AI-driven automation capabilities within its integrated automation platform, Intelligent Automation Cloud, that brings together OCR, ML, NLP, RPA, BPM, analytics, and AI capabilities.

Everest Group’s Intelligent Document Processing PEAK Matrix® 2020
Ranked #1 in Innovation Capability
HFS logo

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

See meaningful results in 12 weeks or less
Deploy our pre-trained bots to production within 12 weeks and see meaningful results in the fastest time in the industry.

Find the
right use case
Talk to our experts and identify the process for automation

Deploy it

to production

Deploy the use case to production within no more than 12 weeks



See the immense business value of WorkFusion hyper automation
Start now