Business Process Automation and Management For Financial Services

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.