Rapidly Automate a Wide Range of Financial Services Processes

Automating Business Critical Processes in Financial Services

Onboarding

Whether it’s clients, suppliers, or funds, the onboarding process in financial services can be time-consuming and error-prone. By automating these processes you can streamline workflows while reducing manual tasks and ensuring a faster, more consistent onboarding experience. 

Regulations and Compliance

Regulation and compliance are critical aspects of the financial services industry. A no-code solution like FlowForma makes compliance easy with built-in audit trails, ensuring that all processes are fully traceable and compliant. You’ll have a clear record of every action taken, making it simple to demonstrate compliance. 

Approvals

Whether it’s credit, loans, or authorizations, approval processes in financial services are critical but can be cumbersome. FlowForma’s AI-powered Copilot is a fantastic way to create customized approval workflows tailored to your organization’s needs in just a few seconds. 

Product Lifecycle Management

FlowForma simplifies product lifecycle management for financial services, automating workflows for product creation, approval, and launch while ensuring regulatory compliance, reducing manual effort, and accelerating time-to-market for new offerings.

Customer Experience

With FlowForma Engage financial services organizations can speed up processes such as onboarding, renewal, contracts management and payments by empowering your customers to seamlessly participate directly in these important internal processes, without paper or email delays. 

Renewals

Managing renewals in financial services can be complex, often involving multiple touchpoints, documents, and approvals. FlowForma allows you to easily track renewal dates, send automated reminders, and streamline the approval process, ensuring clients and contracts are renewed on time.

Loved By Financial Services Clients, For All the Right Reasons

"We automated our Client Acceptance Process in our risk, compliance, and professional standards department. This process is heavily used, with over 1,000 forms created a month. This process ties into our time and billing system. Once a client code is requested and approved, it’s in our time and billing system within a minute. It has been very well received, our staff really like the efficiency of this digitized process."

Read The Case Study

William McCann
IT Manager

Digital Transformation for Financial Services: Useful Resources