Financial institutions rely on being able to react to a fast-moving market and provide the most attractive products.

Achieve More With Automated
Financial Services

Automation in financial services can enable faster decisions, more accurate data, and less repetitive tasks than ever before. Deliver efficient, high-quality customer experiences with human-centric automated solutions.

Finance Solutions

Discover our industry-specific approach to developing innovative and cloud-based AI, analytics, and automation solutions that transform experiences

Banking & Lending

Communication between bank branches is streamlined with paperless digital processes. Intelligent workflows help reduce inaccuracy while improving efficiency. From loan applications to identity verification, automated processes deliver better customer outcomes, faster.

Wealth Management

Providing world-class customer service is easier with the right tools. Automation in financial services helps customer service agents provide tailored advice by eliminating repetitive, inefficient processes. With Axxend, intelligent task management leads to better productivity and higher customer satisfaction.

Assets Management

Financial organizations generate enormous amounts of critical data. Streamlining document management with automation dramatically reduces the length of administrative tasks. Without paper, there’s reduced room for error and increased time for higher value work.

Financial Data Processes

Automate mass banking processes and eliminate the need for manual data entry and re-entry. Leverage Axxend RPA to automatically merge and populate data across systems and perform repetitive tasks such as card issuance and re-issuance, interest rate changes, and fee assessment.