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Do more with automated financial services

Think fast, act faster. Today’s financial institutions rely on staying sharp to compete with attractive products and stellar service. Automation leads to faster decisions and keeps your data accurate with fewer repetitive tasks. Deliver experiences that put you on top – with your business and your customers.

People working in a conference room.

Wise investment

Stay ahead in a fast-changing financial services world

Keep up with compliance

Automate your processes and let technology do more work for you while making sure you’re compliant.

Make customers happy

Use automation to deliver consistent, fast, reliable service – the kind that builds customer trust and loyalty.

Tune up your operations

Use process-mapping and automation to pinpoint and fix business problems – so you stay ready for anything.

Woman writing on papers at a desk.

Customer story

Streamline banking and lending flows

Go paperless and oh-so-fast: digital workflows make it easy for bank branches to quickly communicate and get more done – from loan applications to identity checks.

Man in glasses frustrated at his computer.

Customer story

Simplify and personalize wealth management

With automation tools handling repetitive tasks and delivering data-driven client intel, your customer service agents have more room to offer their best, most personalized service.

Man talking on the phone at his laptop.

Customer story

Manage mountains of financial data

Automation helps you breeze through document management and tedious admin tasks. Less paper and fewer errors means more gets done correctly, faster, the first time.

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Customer story

No more manual data entry

Nintex RPA gathers data across your systems and uses it to automatically handle routine tasks like issuing cards, changing interest rates, or managing fees—so your team has more bandwidth to drive the business ahead.

Related resources

Discover tools and tips to transform your workflow

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Why Our Customers Trust Nintex on

A tool to automate everything

We have implemented solutions that will be used by any user, i.e. Company gift and business declaration system, to training requests. We also have solutions in Supply Chain, HR, Engineering, Mining, IT all the way up to our Company Secretary.

Nintex Process Platform Review

It is pretty useful to manage workflows using this software.

Nintex process automation can make your organization more efficient!

Process mapping – mapping your business processes in a central portal for knowledge management and to find opportunities for automation & efficiency gains

Huge Time Saver

Simple workflows can be created in minutes and save hours of work.

For speedy task flow management.

Its usability is easy. The beautiful user interface with amazing UI and UX. Features are not complicated and the installation is faster. It is flawless even on functionality.

The Devine and Bossman platform for Business process management.

Better Workflow automation Document generation Better easily connect other third-party services

Smart, Expandable, and Develepmental Solution for Maximum Growth.

Process mapping and designing of models, which perfectly issues an outline for swift actions.

The seasaw to streamlined workflows.

It is a two side tool for basic work flow without coding and the complex with code applications. It is a good way to manage business analytics with much simplicity and more accuracy.

Compliance Management and Tracking Cloud Solution.

The tool is effectively providing excellent management tools for the creation of the easy form and even forms recovering capabilities. The documentation tools are also reliable to non-IT employees, e-signature, and document categorization functionalities.

Ready to see how Nintex can benefit your business?