Banking Solutions
Banking Workflow Automation Solutions
Faster onboarding, approvals and servicing, with every step on record.
We automate the processes banks run every day, from account opening to credit approval to customer servicing, with SLA tracking and a full audit trail.
Where banks lose time today
Applications wait in inboxes between branch and back office. Documents get scanned, emailed and rekeyed. Managers can't see what's stuck until a customer complains. Auditors ask for evidence that takes days to assemble.
Banking workflows we automate
Account opening and eKYC
Capture, verify and approve new customers with documents attached.
Retail and SME lending
Route applications through credit, risk and approval levels with SLA timers.
Customer servicing
Address changes, card requests, standing orders and other service requests.
Trade finance and remittances
Document-heavy operations with checks at every step.
Compliance and audit
AML reviews, exceptions handling and regulatory evidence on demand.
Internal operations
Branch requests, procurement and HR approvals.
What changes
- Turnaround measured in hours rather than days.
- Live dashboards showing pending work by branch, team and SLA.
- No rekeying between the workflow and core banking.
- Every action time-stamped and attributable for auditors and regulators.
Integrations
Connects to core banking, card management, CRM and eKYC services.
Proof
A leading Sri Lankan Commercial Bank runs a combined onboarding workflow for its consumer banking Accounts, Cheque Books, Credit Card and Loans which includes secured and non-secured loans. The platform also builds in significant volumes of checks and balances to validate data from the application, CRIB and support documents while capturing details on a video KYC. These checks and balances helps identify suspected fraudulent applications which are reviewed with extra scrutiny before being onboarded.