The need for digital transformation in financial services is at an all-time high. Organizations want to increase productivity, deliver differentiating customer service, and ensure compliance through technology. FlowForma's digital process automation software is trusted by banks, insurance, accountancy, and asset management firms as their business process automation and management software of choice as part of their digital transformation journey.
Financial services firms love the 100% no code aspect of the FlowForma Process Automation tool, for rapid digitization of their spreadsheet/paper business processes. They also appreciate the ability to be able to connect the FlowForma Process Automation tool to their many systems, for seamless pulling of data from multiple sources.
Our Financial Services Customers Include:
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"We automated our Client Acceptance Process in 2018, 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."
William McCann
IT Manager
Book a demonstration with one of our process experts, to discover our Financial Services Accelerator, with built-in digital process templates for rapid adoption and ROI.
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