Banking and Financial Services

WorkFusion® Intelligent Automation enables financial institutions to streamline core banking operations and deliver enhanced regulatory compliance and improved customer experience.
Explore business processes that are ripe for automation
Customer Lifecycle Management
Move from a slow, cost-driven Customer Lifecycle Management operating system to a faster and more cu...
Customer Lifecycle Management
Move from a slow, cost-driven Customer Lifecycle Management operating system to a faster and more customer-driven one, with WorkFusion’s pre-built Int...
AML and Sanctions Screening Review
Identify high-risk entities and protect your business with pre-built automation solutions for AML an...
AML and Sanctions Screening Review
Identify high-risk entities and protect your business with pre-built automation solutions for AML and sanctions screening, all without manual alert re...
Account Opening and KYC
Achieve superior customer experience and operational efficiency through intelligent solutions for ac...
Account Opening and KYC
Achieve superior customer experience and operational efficiency through intelligent solutions for account opening and KYC processes automation.
Anti-Money Laundering
Optimize operations and build a long-lasting competitive advantage intelligent anti-money laundering...
Anti-Money Laundering
Optimize operations and build a long-lasting competitive advantage intelligent anti-money laundering (AML) automation solutions from WorkFusion.
Mortgage Lending
Re-allocate your loan processors away from paperwork and toward servicing customers with WorkFusion®...
Mortgage Lending
Re-allocate your loan processors away from paperwork and toward servicing customers with WorkFusion® Intelligent Automation.
LIBOR Transition
WorkFusion’s Intelligent Automation solutions enable companies to expedite LIBOR transition wi...
LIBOR Transition
WorkFusion’s Intelligent Automation solutions enable companies to expedite LIBOR transition with an end-to-end approach, drastically reducing ma...
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WorkFusion® Automation + IBM Cloud for Financial Services

Learn how WorkFusion Intelligent Automation, partnered with the industry’s most secure and compliant public cloud, delivers faster, better experience for customers.

Beyond the Digital Façade

Download this white paper and dive deep into why customer-facing technologies are no longer considered innovative, but are in fact creating a gap that is negatively impacting the customer experience.

Automation Academy® course

Intelligent Automation for Banking

Get an overview of the past and the future of automation in banking and learn why Intelligent Automation is the best solution to the challenges the banks face today.

Challenges are getting tougher

Financial institutions of all types, from investment banking and asset management firms to retail and corporate banks, are facing a wide range of business and technology hurdles. They include:

  • strict regulatory compliance regulations
  • vast amounts of unstructured and fast-changing data
  • reliance on outdated infrastructure and legacy systems
  • the threat of money laundering and fraud

Failure to manage these issues in an age of dynamic regulations and rising customer expectations can lead to significant financial losses and breach of customers’ trust.

Reap the benefits of Intelligent Automation in Banking

1
Increase
accuracy of the core operations and eliminate human errors
2
Reduce
manual effort and operational costs in back-office processes
3
Boost
productivity significantly with advanced digital workforce
4
Raise
customer satisfaction by automating front-office operations

Want to learn more?

Read about WorkFusion Intelligent Automation for banking and financial services, find more customer success stories, white papers and analyst reports on our website.

Go to WorkFusion website →

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