Financial Services Process Automation Software

FlowForma is an AI‑powered, no‑code process automation platform that enables financial services firms to rapidly digitize and automate complex workflows such as onboarding, approvals, compliance checks, renewals, and customer engagements.

FlowForma is a SharePoint-native application, which means it runs on top of Microsoft SharePoint Online. It leverages SharePoint as the underlying document and data repository, and uses SharePoint lists and libraries to store workflow data, forms, and audit history.

FlowForma can automate client and supplier onboarding, compliance and regulation workflows, approval processes (like credit and loan approvals), product lifecycle management, contract renewals, and many other mission‑critical processes that traditionally rely on paper, spreadsheets, or email.

FlowForma provides built‑in audit trails and full traceability for every action in a workflow, helping firms demonstrate compliance with regulatory requirements. It also enhances risk oversight with reporting and visibility into process performance, reducing manual errors and audit challenges.

Yes — FlowForma seamlessly integrates with your existing technology stack, including systems like Microsoft 365/SharePoint and many other data sources, enabling secure data exchange and connected experiences across business functions.

FlowForma can automate alerts, approvals, and notifications to clients, ensuring timely and accurate communication. For example, it can trigger reminders for policy renewals, investment updates, or account changes, improving client satisfaction and retention.

Absolutely, financial services firms can use FlowForma to standardize risk assessments, policy approvals, incident reporting, and operational checks. Automated notifications and dashboards give managers full visibility into risk exposures and process bottlenecks.

FlowForma runs entirely within your own Microsoft 365 / SharePoint tenancy. All data, documents, and audit records remain in your organisation’s environment at all times. FlowForma does not store customer data in a shared or external database.