Automation for banking and financial services

Use RPA and AI to improve processes, performance, and profitability all over your financial institution

RPA’s usage is growing in the finance department because it is effective in handling repetitive, mundane tasks. In addition, they can easily be integrated with machine learning models to take on more complex tasks.

Automation + AI combine to remove inefficiencies and errors in processes across systems, software, and apps.

Strip out inefficiencies and errors in processes that move across systems, software, and apps. Deploy AI and digital solutions more quickly. Respond smoothly to new demand surges. With such a powerful way drive efficiency, deliver better service to customers and clients, and de-stress your employees.


Get automation-led improvements you can bank on:

Higher operational efficiencies – Invest in streamed lined processes.

Let the robot take on repetitive, high-volume, cross-system processes where speed, capacity, and accuracy matter most—in lending services, account servicing, post-trade processing, and more.​

Better customer experiences

  • Accelerate deployment of customer self-service options 
  • Free reps to focus on customers by giving each one a robot to gather customer data during calls
  • Expand what chatbots can do by pairing them with robots

Reduced risk exposure – Improve KYC/AML and any suspicious activity reporting

Let robots access public databases, watchlists, and other sources to extract and organize critical data—and use artificial intelligence and advanced analytics to match relationships and find hidden risks​.

Less revenue leakage​ – Increase collections verocity and effectiveness

Capture more revenues with less collector effort by automating repetitive, time-consuming steps in the collection process, like notifications, follow-ups, contact lookups, call documentation, doc prep, and much more​.

Amplified workforces

Give your investment research teams personal robotic assistants to do targeted search and extraction of data from internal and external sources​.

Accelerated digital transformation – Use robots to form high speed conduits between legacy systems and new ones

UiPath robots can understand screens and emulate how people click, point, and mouse through different processes. So you can connect with legacy systems that don’t have APIs or modern interfaces.​

Ready to capture more value across your financial institution? Let’s get going.