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The Essential Guide to Automation in Financial Services

A strategic guide to gaining client trust, operational excellence and competitive advantage through financial services automation.

Transform the way you work

Accelerate innovation and time to market

Provide superior customer experiences

Mitigate risk and protect data privacy

Dramatically reduce cost and time

Popular financial services automation examples

Loan Origination

Gain a 360 view of your customer and deliver a faster, more contextualized experience from application to approval.

Insurance Claims

Standardize processes and reduce errors for faster closure and increased employee and customer satisfaction.

Policy Administration

Store information in a centralized repository for a more efficient quoting process and guaranteed regulatory compliance.

Wealth Management

Connect disparate systems to gain insights into customer data and deliver superior customer service to win and retain clients.


Fraud Prevention

Protect revenue and brand reputation by connecting systems and leveraging machine learning to identify threats before they impact your business.


Credit Decisioning

Automate risk analysis and decisioning to process credit applications faster and reduce time to revenue. 

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We’re using Bizagi to orchestrate all that data coming in. We’re using Blue Prism and Bizagi to remove the noise that occupies most people’s days, and leaving people with valuable work. And we’re doing it all in parallel - that’s really the critical piece.”

Matt Lavoie

VP, Head of Automation and iBPMs development, Citizens Bank

Get in touch with Bizagi