Finance

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.

Loan application

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.

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