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Featured
Automation Use Cases in Financial Services.
Loan Fulfillment
- Loan Origination
- Application Processing
- Mortgage
- Credit Card
- Auto
- Underwriting
- Fulfillment Status
- Collections
- Loan Servicing
- Data Acquisition
- Fraud Detection
Wealth & Asset Management
- Client Onboarding
- Portfolio Management
- Performance Reporting
- Confirms Management
- Settlements
- Payments & Automated Account Transfers (ACAT)
Customer Service
- Call Center Support
- Credit Card Disputes
- Account Opening & Closure
- Address Verification
- Customer Updates & Data Consolidation
- Account Statements
- Complaint Processing
Compliance
- Know Your Customer (KYC) & Due Diligence
- Anti-Money Laundering (AML) & Financial Crimes Sanctions
- Flood Zone Tracking
- Regulatory Reporting
Data Management
- Data Mining
- Data Validation
- Legacy System Data Migration
- Compliance & Internal Audit Data Testing
Corporate Functions
- Finance
- Manual Reconciliations
- AP Invoice Processing
- Cash Reporting
- Human Resources
- Employee Onboarding
- Recruiting
- Payroll
- Information Technology
- Service Desk
- Ticket Handling
- Network Operations
Strengthen controls, mitigate risk, and unleash workforce productivity.
Ensure financial and operational resilience in today's volatile market by leveraging intelligent automation and generative AI. Accelerate and streamline resource-intensive tasks, improve accuracy, increase productivity, and reduce costs throughout your enterprise. Safeguard your organization from cyber attacks and fraud by strengthening security, compliance, and controls.
KeyBank unlocks dramatic time savings with intelligent automation.
Responding to rapid change with no time to hire new staff, KeyBank instead applied AI for data extraction and easily completed nine years of work in 14 days.
Customer Story
Overnight, we had to figure out a way to respond to increasing call volumes and staff for large amounts of work for processes that didn't exist before COVID-19. One of our success stories was in loan origination where we created nine bots that were able to do nine years' worth of work in just two weeks.
Dominic Cugini,
Divisional CIO of Service Digitization
40,000
Documents processed
9 Years
of work completed in two weeks
$5M
Run rate savings in 2020
Improve productivity. Reduce risk. Strengthen compliance. But wait, there’s more.
Enhance compliance
Improve compliance with automation for systematic and consistent monitoring and reporting.
Strengthen controls
Monitor transactions to flag suspicious activity and respond quickly to potential fraud.
Increase productivity
Streamline and automate processes to get more done and free resources from repetitive tasks.
Connect systems
Eliminate data siloes and connect legacy systems to accelerate processes and productivity.
Accelerate teams
Empower teams with Automation Co-Pilot to put intelligent automation into the flow of work.
Reduce costs
Simplify and automate manual processes, eliminate processing errors, and reduce risk.
Improve your bottom line by automating business processes across teams.
Drive enterprise-wide efficiency, compliance, and productivity. Accelerate transformation with the Automation Success Platform to deliver the power of secure automation and AI across teams and processes.
- Consumer banking
- Risk and compliance
- Finance and accounting
- Information Technology
Across lending, customer experience, cards and payments, the Automation Success Platform delivers efficiency and speed. Automate: Account opening/close, address and account changes; Loan origination, status and payment inquiries; Underwriting and fraud detection; Payment processing; Complaint resolution; and Pre- and post-call support.
Move to continuous risk management and enhance compliance with the Automation Success Platform to extract data, monitor transactions, and speed up processes. Apply intelligent automation to: KYC compliance, AML monitoring, risk identification, financial crimes sanctions, regulatory reporting, compliance/data testing, and ongoing monitoring and audits.
Apply intelligent automation to transform finance and accounting processes. Automate and streamline end-to-end processes including accounts payable invoice processing, accounts receivable collections, account reconciliations, manual journal entries, master data management, and cash reporting.
Increase IT security and agility with the Automation Success Platform. Apply intelligent automation to transform IT for Banking and Financial Services, from accelerating help desk support to continuous application audit and provisioning. Ensure seamless network ops support, swiftly address cybersecurity alerts, and streamline data migration and validation.
Look what automation and AI can do in financial services and banking.
Customer Quote
Automation Anywhere is customer-centric, highly innovative, and a trendsetter in intelligent processing.
Pankajam Sridevi,
Managing Director, ANZ Bank
Customer Quote
Intelligent automation allows our operations to scale with the fluctuating market while retaining our valuable employee base.
Jag Chopra,
COO, The Loan Store
See how you can automate complex banking processes, end to end.
See how the Automation Success Platform helps financial services transform and lead while increasing security, controls, and operational efficiency.
Request a demoWhat customers have to say about us.
The Automation Success Platform. Your system of work for banking.
Secure and trusted, the Automation Success Platform makes it easy to streamline critical banking and compliance processes to mitigate risks and reduce fraud, and drive operational efficiencies in a constantly changing market.
Find out why our customers keep coming back.
What real users are saying about Automation Anywhere vs. UiPath.
I’ve used UiPath as a developer. Now, I’m using Automation Anywhere as well. When I compare both, the biggest point is cognitive abilities. The Document Automation is the best in class. You won’t find that even in UiPath.
Gagnish R,
ETL Analyst at a tech vendor with 10,001+ employees
What real users are saying about Automation Anywhere vs. Microsoft Power Automate.
We also explored Microsoft’s Power Automate. However, it wasn’t as mature or up to an enterprise level at the time. Automation Anywhere had good standards and excellent support, in terms of architecture, design, and user interface, we chose Automation Anywhere. It also has good community support.
Venkata K.,
Solution Architect at CMG Mortgage, Inc.
What real users are saying about Automation Anywhere vs. Blue Prism.
We had to switch to Automation Anywhere due to the high initial license fee associated with Blue Prism. Automation Anywhere is more cost-effective.
Somasundaram N.,
Managing Director at Finixel Technologies Private Limited.
What real users are saying about Automation Anywhere vs. alternative solutions.
Before using Automation Anywhere I checked Blue Prism & Ui Path but I preferred Automation Anywhere because it is best in quality. It also has Document Automation for unstructured data converting in structure.
Gajanan S.,
Software Engineer at OMFYS Technologies India Pvt.Ltd.
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