Streamline and automate your banking process
Banks and credit unions often rely on older back-office systems to run daily operations. These systems can handle big, important tasks, but they can also be tedious and time-consuming for staff. With Nintex, your team can automate core services—like SBA-PPP loans, onboarding, and loan forgiveness—without investing in a new IT setup.
Benefits
Keep up with compliance
Tackle compliance backlog
Cut down the time and effort it takes to keep up with AML and KYC processes. Automate the busywork so your team can stay compliant without breaking a sweat.
Keep operations on track
Let RPA bots take on repetitive tasks—things like migrating data, reconciling accounts, and cranking out reports. They work faster, never take breaks, and free up your team for more important tasks.
Make your team happy and save big
Slash admin costs by up to 80%, save millions, and give your employees a break from boring tasks like data entry. You’ll make more time for them to do work that really matters.
Banking and loan processing
When the U.S. Treasury rolled out the Paycheck Protection Program (PPP) during COVID-19, banks had to move fast to help customers. With Nintex, you can automate and speed up SBA loan onboarding and processing so that loans get approved more quickly.
Speed up approval processes
Manual approvals for remote deposit capture (RDC) can leave customers waiting. Use Nintex RPA to handle approvals automatically, so customers are served faster and staff are freed up.
Save resources with automated data entry
For finance professionals, manual data entry can feel like a waste of precious time. With Nintex RPA, you can automate everything from updating customer info to handling fee assessments, card re-issues, and more – so your team can focus on matters that matter.
Nintex Resrouces
Nintex banking eBooks
Banking and loan processing
When the U.S. Treasury rolled out the Paycheck Protection Program (PPP) during COVID-19, banks had to move fast to help customers. With Nintex, you can automate and speed up SBA loan onboarding and processing so that loans get approved more quickly.
Speed up approval processes
Manual approvals for remote deposit capture (RDC) can leave customers waiting. Use Nintex RPA to handle approvals automatically, so customers are served faster and staff are freed up.
Resources to help you work smarter
Learn about the most broken processes in financial services and how to fix them.
Why Our Customers Trust Nintex on
FAQs
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How can Nintex help our bank improve compliance processes?
Nintex helps automate key compliance tasks like Know Your Customer (KYC) and Anti-Money Laundering (AML) workflows. This reduces manual effort, minimizes risk, and helps your team stay focused on higher-value work while maintaining regulatory standards.
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What specific banking processes can be automated using Nintex?
Nintex can help your teams streamline core banking operations, including loan processing, customer onboarding, data validation, and approval workflows. By automating these steps, your team can deliver faster, more consistent service.
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How does Nintex ensure data security in banking operations?
Nintex includes enterprise-grade security features such as encryption, user access controls, and audit logging. These tools help protect sensitive banking data while supporting compliance with industry regulations.
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Can Nintex integrate with our existing banking systems?
Yes. Nintex is designed to integrate with your existing back-office systems, allowing you to layer automation on top of your current infrastructure without requiring a full system replacement.
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What are the cost benefits of using Nintex for mid-size and enterprise banks?
By automating manual and repetitive tasks, Nintex helps reduce administrative costs and improve efficiency. Many banks have seen significant savings, allowing teams to reallocate time and resources to strategic priorities.
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