RPA in Banking & Finance I HelpSystems

RPA in Banking and Finance

Meet the demands of modern business, ensure accuracy, and maintain regulatory compliance with robotic process automation

How Can RPA Help Your Financial Institution?


Robotic process automation leverages software bots that act as digital workers, enabling financial institutions to save money, improve productivity, and mitigate risks, while building greater resiliency for the business. 

Whether a bank, credit union, or mortgage lender, your customers and members turn to you to save, invest, spend, or borrow, expecting exceptional service at each interaction. If this does not occur, they will likely look to another financial institution.

To stay competitive, you need a banking automation solution that can quickly and accurately manage high-volume processes across complex infrastructures—all while maintaining regulatory compliance.

The Top 5 Reasons Banks Love RPA

In banking and financial institutions, where transaction volume is high and risk management is of major importance, RPA is a must-have tool that can put you ahead of the competition.

Experience the Power of Intelligent Banking Automation

Banks need a smarter, faster way to capture data and process documents. We offer easy-to-use intelligent automation tools that empower you to supercharge automation capabilities and maintain control of critical information with more speed and accuracy.

With intelligent automation, you can leverage the best in robotic process automation and intelligent document processing to capture and extract complex document data, reducing your manual data entry by up to 90 percent. Our intelligent process automation solution automatically captures documents as they enter your organization, so you can easily handle common data in uncommon places and make that data usable across your organization.

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Get Up and Running Quickly with RPA Bots

Check out RPA solution bots for Encompass, Blend, Mortgage Cadence and more.

Plus browse 150+ pre-built bots available for free download on the Automate Bot Store.

Get Started with RPA in Banking

Determine Processes to Automate

Starting small is key, choosing a few targeted processes that will give you a quick ROI. Here are a few recommended resources to help you get started:

Read Customer Success Stories

Schedule a Live Demo

See how automation in banking can transform your business by scheduling a personalized demonstration of Automate.

Request a Demo

What Do Users Love About Automate?

Get more insight into the value Automate can provide your bank by reading our user reviews on G2.

 Automate Users Most Likely to Recommend SummerBest Estimated ROI SummerAutomate Best Meets Requirements SummerAutomate Easiest Admin SummerAutomate Easiest to Use SummerAutomate Fastest Implementation SummerAutomate Highest User Adoption Summer



See How Robotic Process Automation in Banking Can Transform Your Business

Schedule your personalized demonstration of Automate RPA to see the power of RPA at your banking institution.