Harness the Power of Automation
in Financial Services

Improve efficiency, reduce risk and provide a better customer experience by migrating from a manual and legacy system based payment workflow to an end-to-end automated process with straight-through payments.

The pressures of operating in financial services

Whether you are in the banking, pensions, insurance, FX or wealth management space, the world as you know it is changing and you are facing continuous pressure to de-risk, improve efficiencies and cut costs while keeping ahead of the competition. These are the top challenges facing the industry today and will only become more intense in the future.

An important characteristic of financial services operations which make them susceptible to high processing costs and risks is the significant amount of manual processing due in the main to regulatory requirements, a software ecosystem of siloed and legacy applications, and an organisation which, more often than not, is resistant to change.

Automation in this context implies changing the way information is handled as it passes through a workflow, from one person to another and from one system to the other, whilst ensuring that the necessary verifications are made at each stage.

It is also about monitoring that flow of information to provide decision makers and compliance people with the visibility they need.

More importantly, automation provides an end-to-end workflow for your staff, without having to log-in and update different systems and banking platforms, providing a consistent service and improved customer experience.

Automation can provide rapid ROI in organisations that:

Run payment approval processes on siloed legacy systems
requiring multiple log-ins and involving duplication of data entry.
Rely on paper-based, manually intensive processes
with information passing from one person to another in physical format.
Affect volume payments on a regular basis
and are exposed to expensive banking transaction charges.
Are unable to enforce compliance workflows
with the potentially high reputational and financial risks that this entails.
Have multiple online banking relationships
and carry out manual reconciliations with these banks.
Would benefit from real-time visibility of the current payments process
to be able to identify issues in advance as well as extensive payments auditing and reporting.

Typical examples where automation delivers value:

  • Insurance claims payment processing
  • 3rd party payments in regulated entities
  • ERP integration to bank platforms
  • Pension funds payments
  • Payment of commission to intermediaries and affiliates
  • Banking reconciliation in any industry

The Power of Automation



Through enforceable checklists and compliance.



Through a simplified, straight-through payment approval process and post-payment operations.



360-degree visibility of the organisation’s payments position.

Better customer


Deliver a consistent service to your customers.



The Verticals We Serve

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