From account opening to loan approvals to transaction processing, FlowForma automates every step, eliminating bottlenecks and freeing staff to focus on high-value financial activities.
AI agents handle data extraction, validation, and risk detection, ensuring financial processes run faster, smarter, and with greater accuracy.
Track, audit, and enforce regulatory and internal controls across all processes, giving banks and credit unions confidence while reducing risk exposure and audit burdens.
Connect seamlessly with core banking systems, CRMs, credit bureaus, loan origination platforms, and other financial data sources to maintain consistent, accurate information across all platforms.
Faster account setups, efficient loan processing, and timely transaction approvals create smoother journeys for customers, boosting satisfaction, loyalty, and retention.
Gain real-time visibility into workflows, workloads, and performance metrics. Make data-driven decisions with detailed dashboards and actionable insights tailored to financial operations.
"Don’t let the initial investment be a blocker to transformation, once you digitalize 3 noteworthy processes with FlowForma Process Automation, you’ve already got your ROI."
"The more processes we've automated with the FlowForma Process Automation platform, the more the business sees the benefits and the more they want to use it. FlowForma is business intuitive."
"Customization within FlowForma Process Automation is far better than anything we have had previously. It gives us a platform to help the business make their jobs easier and my job easier.”
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