Banking
Banking Automation Solution as Diverse as Your Customers.
Cflow is a powerful workflow automation solution that enables Banking companies to deliver faster, more secure, and reliable services. From account opening to Risk and Compliance management and everything in between – Cflow streamlines and optimizes process workflows so you can deliver a seamless customer experience. Our no-code cloud workflow automation platform lets you set up banking workflows within minutes.
Retail Banks
Cflow redefines back-end operations in retail banks through workflow automation. Our digital workflows allow retail banks to eliminate manual tasks, human error, and improve compliance management.
Investment Banks
Cflow enables end-to-end automation of processes across investment banks. Our workflow automation solution eliminates data silos and manual tasks, enabling banks to deliver exceptional customer experience.
Credit Unions
Cflow lets credit unions automate key process workflows across the organization without writing a single line of code. Repetitive tasks, trigger events, information requests, and work assignments can be easily automated.
Account Opening
Prioritizing your customer right from the first interaction translates to a lifetime of loyalty. Accelerating and streamlining the account opening process is a great value proposition for your brand. Typical background processes include identifying verification, financial fraud, and background checks. What usually takes days, automation can speed it up to minutes. Automate any type of account opening workflow within minutes with Cflow.


Treasury Services
A smooth and quick onboarding process sets the tone for strong customer relationships. Automating treasury management bridges the gap between sales and fulfillment and empowers the treasury team to streamline the onboarding process. Cflow automates the entire treasury management function, so you can spend more time strengthening customer relationships rather than mundane verification and validation processes. Optimize your treasury management processes with Cflow.
Deposits and Renewal


Lending
Processing loans can be a nightmare for banking institutions without the right process workflows. Typically, a mortgage loan approval may take anything between 50 to 60 days with a host of checks and verifications to be done in the background. Automating the loan processing workflow can accelerate the process and eliminate any bottlenecks, and cut down the processing time to minutes. Cflow transforms the cumbersome lending process into an accelerated and accurate process workflow within minutes.
Risk & Compliance


KYC

Back office automation
Automate your back-office banking operations for superior customer experience

Customer Services
Manage customer requests, onboarding, and account management by automation

Payment Requests
Automated payment requests and invoice management for seamless vendor relations

Vendor Additions
Handle multiple vendors with ease by automating the vendor approval process

Client Invoicing
Eliminate delays by automating invoice management and approval process

CapEx Approvals
Automate planning and tracking of Capital Expenditure for cost efficient operations