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 banking automation
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 the 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 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.

WorkFusion Automation + IBM Cloud for Financial Services

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.

IBM partnership for banking automation

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 a Leader
everest logo

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
Gartner logo

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
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