FlowForma Process Automation For Financial Services

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 and management 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:Financial Services Logos

Business Process Automation Software For Financial Services  

^ Watch this webinar with Grant Thornton to hear how they are unlocking a 60% efficiency gain

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.

  Improving Compliance

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.

  Seamless Policy Management  

Policy management can be a tedious task for insurance firms. FlowForma’s insurance customers have saved time and reduced costs by digitizing cumbersome manual policy management tasks with this award winning business process automation software. 

  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.

Financial Services - How Business Process Automation Software Can Help

  • Client Engagement
  • Insurance Renewals
  • Document Management
  • Policy Management

  • Pension Administration
  • Client/Staff onboarding
  • Risk Management
  • Fact Finding

Why Financial Services Companies Choose FlowForma Process Automation:

  • Key processes are digitized by key people - no coding
  • Seamless connection with multiple systems
  • Effortless document management
  • Maximizing Microsoft 365 investment

  • Sustainability benefits - paper-lite etc.
  • Painless auditability of processes
  • For agile online processes
  • Improved process data
  • Ability to engage external users in processes

Experience Rapid ROI

  • Save >$80,000 per significant process
  • Deliver a 16% carbon footprint reduction
  • Digitize 50+ processes a year 
  • Save over 6,000 admin hours a year

Book a demonstration with one of our process experts, to discover our Financial Services Accelerator, with built-in digital process templates for rapid adoption and ROI.

Book A Demo

Customer Feedback

"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

Register For Your Free Trial

Experience rapid and agile process digitization without any coding, with a free trial of FlowForma's 3-in-1 (forms, workflow & document generation) tool for businesspeople. 

No Credit Card | No Commitment | No Code 

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