FlowForma® Process Automation enables financial services companies to drive efficiency and better customer experiences.
The digital transformation imperative in financial services is at an all-time high. These organizations want to increase productivity and deliver differentiating customer service through technology. FlowForma's business process automation software is trusted by banks, insurance, accountancy and asset management firms as their business process automation software of choice as part of their digital transformation journey.
Financial services firms love the 100% no code aspect of the FlowForma Process Automation tool, for rapid digitization of their spreadsheet/paper business processes. They also appreciate the ability to be able to connect the FlowForma Process Automation tool to their many systems, for seamless pulling of data from multiple sources.
Our Financial Services Customers Include:
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Helping Your Financial Services Firm Overcome Common Challenges
Effective Client Engagement
FlowForma Process Automation empowers financial services firms to add structure and visibility to their client engagement processes. Using this business process automation software, organizations can quickly build out their client engagement process workflow online, securely capturing important information, generating engagement letters and storing key documentation in relevant folders.
FlowForma Compliance helps professional services firms to comply with ease. The Compliance Features, when combined with FlowForma's Forms and Workflow, enable organizations within regulated industries to design and build processes that can be fully certified to meet regulatory requirements on electronic records for e.g. ISO 9001 and 21 CFR Part 11.
Better Customer Experience
Speed up processes such as onboarding, renewal, contracts management and payments by empowering your customers to seamlessly participate directly in these important internal processes, without paper or email delays. Request a demo of FlowForma Engage.
"We automated our Client Acceptance Process in 2018, in our risk, compliance and professional standards department. This process is heavily used, with over 1,000 forms created a month. This process ties into our time and billing system. Once a client code is requested and approved, it’s in our time and billing system within a minute. It has been very well received, our staff really like the efficiency of this digitized process."
- William McCann, IT Manager, Grant Thornton