Thrive in an evolving Financial Services market
Act quickly, remain compliant
In a business environment that’s evolving rapidly, organizations must be proactive. Automate and optimize business processes to thrive whilst remaining compliant.
Delight your customers
Technology is more intelligent than ever. Automation in financial services gives customers the lightning-fast, high-quality services they expect, with no extra admin.
Achieve operational excellence
Don’t let operations stagnate – use process-mapping to target and fix business inefficiencies with automation. Understanding and collaborating on processes can eliminate errors and streamline operations to help the organization run efficiently.
Banking and lending
Communication between bank branches is streamlined with paperless digital processes. Intelligent workflows help reduce inaccuracy while improving efficiency. From loan applications to identity verification, automated processes deliver better customer outcomes, faster.

Wealth management
Providing world-class customer service is easier with the right tools. Automation in financial services helps customer service agents provide tailored advice by eliminating repetitive, inefficient processes. With Nintex, intelligent task management leads to better productivity and higher customer satisfaction.

Asset management
Financial organizations generate enormous amounts of critical data. Streamlining document management with automation dramatically reduces the length of administrative tasks. Without paper, there’s reduced room for error and increased time for higher value work.


Financial data processes
Automate mass banking processes and eliminate the need for manual data entry and re-entry. Leverage Nintex RPA to automatically merge and populate data across systems and perform repetitive tasks such as card issuance and re-issuance, interest rate changes, and fee assessment.

Thanks to Nintex and Ebiz, our corporate customers can often get a credit line in less than a week now, and our retail customers can usually open an account in less than a day.Frederick Nathanael, Head of Business Process and Operations Management, ANZ
Ready to see how Nintex can benefit your business?
Request a free personalized demo with a Nintex expert today.