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The Essential Guide to Automation in Financial Services

A strategic guide to gaining client trust, operational excellence and competitive advantage through financial services automation.

Delivering results across banking processes


15% increase in Net Promoter Score


85% projected reduction in customer onboarding time


28% reduced operational risk


10x faster credit deferral process

Popular banking automation examples

Onboarding and KYC

Automate data collection and verification for a faster, more accurate onboarding process that meets compliance requirements and customer needs.

Loan Processing

Gain a 360 view of your customer and deliver a faster, more contextualized experience from application to approval.

Credit Decisioning

Automate risk analysis and decisioning to process credit applications faster and reduce time to revenue. 

Compliance and Fraud Prevention

Protect revenue and brand reputation by connecting systems and leveraging machine learning to identify threats before they impact your business.


Account Management and Exceptions

Connect disparate systems to gain insights into customer data and deliver superior customer service to win and retain clients.


Payments and Transfers

Automate payment processing to ensure payments are made swiftly and securely.

Transform the way you work

Accelerate innovation and time to market

Leverage customer data to provide personalized customer experiences

Mitigate risk and protect data privacy

Dramatically reduce cost and time

Customer Experience rules the globe in corporate boardrooms, but only a handful convert this strategy into real business operations...Bizagi can simultaneously improve the ‘Big Three’: CX, retention & upsell.”

Lorelei Jensen

Head of Strategic Business Solutions, Old Mutual

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