Financial & Banking

We help banking and financial teams improve their share of wallet.

New competitors, workforce shortages, complex regulations, and steep revenue goals create a unique set of challenges for financial services teams. Robocorp helps banking and financial services clients build connected, reliable, and efficient processes that drive higher margins, cut processing times and provide rapid ROI.

50%

Capacity increase

96%

Accuracy rate

5x

Return on investment

Automate your banking and financial services processes with digital workers

Personalized offers, marketing tools integration, multichannel outreach, analysis, and reporting.

Customer Acquisition

Personalized offers, marketing tools integration, multichannel outreach, analysis, and reporting.

Compile customer identity and supporting data to meet credit and legal requirements.

Customer Onboarding

Compile customer identity and supporting data to meet credit and legal requirements.

Payments, check clearing, fund transfers, settlement, payment reconciliation, and cash management.

Retail Operations

Payments, check clearing, fund transfers, settlement, payment reconciliation, and cash management.

Billing, payment processing, monitoring and alerts, reconciliation, disputes, and collections.

Credit Cards

Billing, payment processing, monitoring and alerts, reconciliation, disputes, and collections.

Chatbots, contact center, email, self-service, social media monitoring, case management, fraud alerts, and reporting.

Customer Support

Chatbots, contact center, email, self-service, social media monitoring, case management, fraud alerts, and reporting.

Recruit, hire, and onboard. Train and manage performance. Payroll and benefits. Regulatory reporting.

Human Resources

Recruit, hire, and onboard. Train and manage performance. Payroll and benefits. Regulatory reporting.

Accounts receivable and payable, cash management, payroll, general ledger, period close, and reporting.

Finance & Accounting

Accounts receivable and payable, cash management, payroll, general ledger, period close, and reporting.

Connect and automate core processes between customer-facing, agency, sales, finance, operations, and 3rd party platforms.

Data Management

Connect and automate core processes between customer-facing, agency, sales, finance, operations, and 3rd party platforms.

Case Study

Uncover how Kind Lending implemented multiple automations and gained 400% ROI within three months of using Robocorp platform.
Explore Case Study

90%

Reduction in process time

400%

ROI within 3 months

60hr

Saved per month

Why Open-Source Gen2 RPA is the right choice

Why Open-Source Gen2 RPA is the right choice

Gen2 RPA is the better, faster and more cost-effective way to drive transformation in your internal and client-facing processes.

Major advantages of Gen2 RPA:

  • Parallel processing
  • Issue resolution
  • Cloud native and on-prem
  • Consumption-based-pricing
  • Scale up and scale down bots as needed

Cloud elasticity, security guard rails, cloud scale and data privacy are all key components of our Gen2 RPA platform.

Who we work with:

  • Financial service companies
  • Retail and commercial banks
  • Fintech startups to Fortune 2000
  • Payment processors
  • Financial automation teams & developers

Pack up all those bot licenses. Gen2 RPA is here.

Build it your way, right away

From simple to complex automations, Robocorp’s Gen2 RPA empowers financial services teams and banks to quickly build, deploy and scale automations.

Automatic Report Generation

Many banks and financial institutions rely on RPA to automate tasks required to generate reports. This can include optimizing data extraction, developing templates, and standardizing data aggregation, as well as reviewing and reconciling reports. Automating these previously manual tasks is one of the most effective ways to boost ROI on your RPA  investment.

KYC/AML

It’s reported that 90% of AML analysts’ work hours are spent on manual and repetitive tasks. Instead, automate data collection and reconciliation from multiple sources and dynamically generate reports that comply with KYC/AML regulations. This saves time and money while improving accuracy and letting employees focus more on strategic work.

Compliance

Digital workers can gather information about transactions, compare them to your validation rules, and alert compliance officers immediately about any suspicious activity. This means less time scanning information manually, and more time-solving issues for customers before they become major problems.

Secure from end-to-end

Ensuring your security is at the forefront of what we do. Robocorp is SOC II Type 2 certified, HIPAA & GDPR compliant and we partner with AWS which powers our cloud infrastructure.

Fuel your greatness with Gen2 RPA

Robocorp’s open source RPA platform that makes it easier than ever to build, deploy, and scale bots where and when you need them.

https://images.prismic.io/robocorp-com/f0cc8928-50a1-4d57-92f6-6b0047b56990_919f0111-c5de-4ff7-9f74-e91fbc59ccd5_pexels-christina-morillo-1181472.jpeg?auto=compress,format

Blog • 5 Min Read

Migrating to a Gen2 RPA Platform

What is Gen2 RPA, and how does it compare to Gen1? Discover the benefits, weighing the risks and reqards, the models of bot migration, and more What is Gen2 RPA, and how does it compare to Gen1? Discover the benefits, weighing the risks and reqards, the models of bot migration, and more

https://images.prismic.io/robocorp-com/a454600a-6a90-4b52-b6fa-cfa8d717320c_f7803c1d-0291-4333-a433-77599db299ac_04b4083a-a151-4d04-a952-909767b670b9_man%2Bat%2Bdesk%2Bthinking%2B1.jpeg?auto=compress,format

Blog • 8 Min Read

The challenge of uptake: What’s limiting RPA’s full potential?

Analyst guest post Jason English of Intellyx — Part 1 of 4 in the Gen2 RPA for All Series

https://images.prismic.io/robocorp-com/eb0f7a16-a5bd-4af0-9660-79986450e5fa_Screen+Shot+2022-05-03+at+2.07+%281%29.png?auto=compress,format

Webinar • 20 Min Watch

Bringing the Power of Python to Robocorp’s Gen2 RPA

Learn how you can ues your current Python libraries and applications in conjunction with Robocorp.

Ready to do more with Gen2 RPA?

Talk to a Pro