Automation benefits Banking & Finance
customer onboarding acceleration
increase in transaction processing speed
improved efficiency of the Cards & Payments process
reduction in loan origination time
Atomatik transforms Banking & Finance
Remove manual touch points and enable
Improve risk profiles and optimize existing controls
Elevate customer engagement with better journeys and user experience
Streamline customer experience across different channels
How do we do it?
Atomatik’s no-code workflow automation solution for business users speeds up and improves all computer-based operational processes within Banking and Finance organizations. In the graphic below we have outlined all the banking operations we cover.
Improve customer service. Reduce risk.
Improve productivity and reduce labour expenses by automating manual and data-intensive processes.
Deploy RPA within 3 months and achieve immediate return on investment.
Seamlessly access customer data to improve KYC/AML analysis, automate ongoing transaction monitoring, and track regulatory changes.
Improve Customer Service
Get real-time access to customer information, accelerate customer request resolution, and identify additional product/service needs.
Streamline operations & reduce risk
Simplify and automate manual processes, eliminate processing errors, and reduce operational risk.
Increase resource capacity
Deploy Digital Workers to augment employees and provide additional capacity to manage peak processing volumes.
Atomatik’s Intelligent automation features enable banks and finance companies to transform manual, data-intensive operations while meeting stringent and constantly changing regulatory requirements.
Know Your Customer and Anti-Money Laundering
Use Atomatik’s workflow automation capability to ensure compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations, develop an accurate client risk profile, support fraud identification, and conduct ongoing account monitoring.
Collect large amounts of data
Automate new account setup activities and streamline data collection from internal and external systems for Customer Due Diligence, distribute welcome packets, and update CRM systems with new customer data.
Apply intelligent automation to extract and index documents, order third-party reports (credit, appraisal, title, flood certification), validate loan data, and streamline loan underwriting.
Compliance Monitoring and Reporting
Improve efficiencies and report creation
Save time and avoid human error by automatically generating regulatory compliance reports through the extraction and configuration of data across platforms.
Why is Atomatik your automation partner of choice?
Our team of dedicated automation experts is here to help you all the way.
From identifying processes to ongoing maintenance and support, our team supports you with every phase of your project.
Book a 15-minute discovery call
Learn more about what Atomatik can do for you →