PROCESS AUTOMATION FOR FINANCIAL SERVICES

Improve client relationships and retention

Digitize operations that improve client experience while minimizing risk.

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Automate financial services processes
  • Seamless application processing and onboarding of new customers
  • Manage and consolidate tools and customer portfolios from a central location
  • Reduce servicing times by standardizing inquiry response process, routing to necessary teams to resolve by inquiry type
  • Generate data to meet reporting requirements for regulations like Basel III and Sarbanes-Oxley
  • Minimize manual reporting and improve accuracy for regulatory and compliance with multiple reviewers
  • Carry out internal auditing schedules seamlessly, identifying any shortcomings or risks
  • Identify areas of risks such as credit, foreign exchange, or inflation and carry out plans to address them
  • Receive notifications when defaults incur and debtors are past payment deadlines
  • Simplify the underwriting process by automatically verifying mortgage borrower’s details—credit history, income, etc.
  • Streamline the loan origination process, from application to disbursement

  • Collaborate with clients and draft, edit, and review all documents

  • Generate personalized portfolios based on customer interest and inquiries
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“Once we started building processes using K2, people started seeing the value of the digital transformation that it could bring.”
Tyler Clark, Systems Engineer, CSI, Inc

Financial services companies worldwide rely on K2

LANDSBANKINN

Accelerating bank processes to deliver exemplary customer service

Icelandic bank Landsbankinn has shaved up to 4 days from key internal processes, allowing it to operate more cost-efficiently and deliver an improved service for its 143,000 retail and corporate customers.

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Try our user-friendly tools for free for 30 days. Or, one of our K2 experts can give you a guided demo online.

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