Financial services automation
Turn institutional knowledge into scalable, interactive, digital solutions
Execute faster and better manage risk
Scale institutional knowledge
Convert static and inaccessible risk scoring and thresholds into interactive, guided workflows and playbooks.
Speed up contract review
Monitor and manage regulatory transitions with fully integrated workflows, saving thousands of hours in manual review.
Simplify compliance
Automate processes to better manage risk while collecting, assessing and reporting across the organization.
On-Demand VIDEO
Loan application tool
Watch how to automate loan applications end-to-end, from information collection to document creation.
Watch how to build a loan application tool

The essential toolkit for financial services
Automate complex scenarios
Model and visualise complex decisioning and risk scoring with a powerful logic engine.
Document automation
Full doc assembly functionality. Easily create templates with the Microsoft Word Add-In and export in any format.
Build quickly and easily
Build your own tools without programming skills, without IT, at a fraction of the cost using the intuitive, no-code editor. Go live in one click.
Enterprise ready
Built for enterprises with SSO and role-based access, audit logs and bank grade security. ISO certified and GDPR compliant.
Industry integrations
Easily integrate with existing IT infrastructure, such as SharePoint or Microsoft Teams for ease of access.
Data and analytics
Track usage and access powerful insights to take a data-driven approach to business decisions.
Make your services self-service
Give your team the tools to scale their services.