One platform to automate banking workflows and CRM with no-code. Orchestrate end-to-end customer journey and streamline front and middle office workflows for retail and business banking.

FRONT-OFFICE

Have a 360-degree view of your clients, including their previous history with your bank, current portfolio and wealth management programs, loyalty programs, AI-powered predictions for potential next best offers, etc.
Provide a personalized onboarding experience for each customer with a 360-degree customer view and needs analysis, streamlined offer management, and automated product catalog.
Automate processes related to account opening, streamline screening and verification routines, speed up approvals, and digitize document management to eliminate errors and maximize customer satisfaction.
Streamline typical service routines for personal debit and credit cards, customer identity verification, and service personalization according to specific customer tiers and service plans.
LENDING
Utilize customer 360 data and automated loan verification workflows to provide personalized loan terms for each client, quickly collect approvals from the middle office, and enforce any unique loan processing policies as part of your company's playbook.
Easily create and enter lending terms, information on lending participants, and collateral documents to ensure fast loan origination and simplify ongoing loan pipeline monitoring.
Organize the lending process to ensure top-notch customer service, automate customer reminders, deliver loan self-service capabilities, and ensure consistent data updates at every stage.
Automate debt collection processes and improve agents' productivity with consolidated communication, analytics, data processing, and reporting tools.

                       
UNDERWRITING AND VERIFICATION
Ensure in-depth verification of loan application data with flexible checklists and automated review/approval workflows, manage priority-based verification queues, speed up the final approval by minimizing manual data entry, setting reminders, and organizing collateral documents.
Keep a well-organized, up-to-date hierarchy of products and services offered by your bank, regardless of the complexity and size of your product catalog; configure special offers for individual customers, accounts, or markets; set up product bundles and promotions; easily add new products and notify corresponding teams.
CUSTOMER EXPERIENCE
Maximize the efficiency of contact center operations as well as in-person, chatbot, and digital customer consultations by ensuring automated data sync across all customer-facing solutions, databases, and interfaces.
Accumulate all cases from your customers and partners, classify them into different categories, populate SLA and other data, assign agents and teams - all based on automated digital workflows.
Collect and provide full visibility into the customer-initiated disputes for all teams involved, streamline teams' collaboration on single-source data, and formalize and automate dispute validation processes to accelerate resolution.
Collect, analyze, and manage customer feedback by using measurable KPIs such as Net Promoter Score and implementing digital workflows that are easy to enforce and monitor.

                       
COMPLIANCE
Automate AML workflows such as digital customer identity verification and case investigation, apply AI/ML-powered behavior analytics, set up transparent compliance reporting, and utilize intelligent transaction monitoring.
Ensure the most complete and accurate customer profile data with a centralized approach based on the unified CRM database, automated data verification and deduplication tools, enterprise-grade data security, and AI/ML-powered customer intelligence tools.
Digitize your risk catalog and enhance it with intelligent classification, cross-link, and drill-down capabilities to quickly identify, measure, and deal with risk.
Improve the efficiency and accuracy of internal audit by streamlining data collection, verification, and anomaly detection processes via unified workflows automation, automated reports and dashboards, and single-source data storage that eliminates out-of-sync or duplicate data.
CORPORATE SERVICES
Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.
Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.)
Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals.