Financial & Banking
Rapidly deploy Gen2 RPA for your financial institution.
Leading banks and financial institutions run Robocorp’s open-source Gen2 RPA to improve RPA automation across their tech stacks quickly. Robcorp significantly increases reliability, process performance, and cost savings over Gen1 tools.
50%
Capacity increase
96%
Accuracy rate
5x
Return on investment
Automate your banking and financial services processes with digital workers
Personalized offers, marketing tools integration, multichannel outreach, analysis, and reporting.
Customer Acquisition
Personalized offers, marketing tools integration, multichannel outreach, analysis, and reporting.
Compile customer identity and supporting data to meet credit and legal requirements.
Customer Onboarding
Compile customer identity and supporting data to meet credit and legal requirements.
Payments, check clearing, fund transfers, settlement, payment reconciliation, and cash management.
Retail Operations
Payments, check clearing, fund transfers, settlement, payment reconciliation, and cash management.
Billing, payment processing, monitoring and alerts, reconciliation, disputes, and collections.
Credit Cards
Billing, payment processing, monitoring and alerts, reconciliation, disputes, and collections.
Chatbots, contact center, email, self-service, social media monitoring, case management, fraud alerts, and reporting.
Customer Support
Chatbots, contact center, email, self-service, social media monitoring, case management, fraud alerts, and reporting.
Recruit, hire, and onboard. Train and manage performance. Payroll and benefits. Regulatory reporting.
Human Resources
Recruit, hire, and onboard. Train and manage performance. Payroll and benefits. Regulatory reporting.
Accounts receivable and payable, cash management, payroll, general ledger, period close, and reporting.
Finance & Accounting
Accounts receivable and payable, cash management, payroll, general ledger, period close, and reporting.
Connect and automate core processes between customer-facing, agency, sales, finance, operations, and 3rd party platforms.
Data Management
Connect and automate core processes between customer-facing, agency, sales, finance, operations, and 3rd party platforms.
Why Open-Source Gen2 RPA is the right choice
Why Open-Source Gen2 RPA is the right choice
Pack up all those bot licenses. Gen2 RPA is here.
Build it your way, right away
From simple to complex automations, Robocorp’s Gen2 RPA empowers financial services teams and banks to quickly build, deploy and scale automations.
Many banks and financial institutions rely on RPA to automate tasks required to generate reports. This can include optimizing data extraction, developing templates, and standardizing data aggregation, as well as reviewing and reconciling reports. Automating these previously manual tasks is one of the most effective ways to boost ROI on your RPA investment.
It’s reported that 90% of AML analysts’ work hours are spent on manual and repetitive tasks. Instead, automate data collection and reconciliation from multiple sources and dynamically generate reports that comply with KYC/AML regulations. This saves time and money while improving accuracy and letting employees focus more on strategic work.
Digital workers can gather information about transactions, compare them to your validation rules, and alert compliance officers immediately about any suspicious activity. This means less time scanning information manually, and more time-solving issues for customers before they become major problems.
Secure from end-to-end
Ensuring your security is at the forefront of what we do. Robocorp is SOC II Type 2 certified, HIPAA & GDPR compliant and we partner with AWS which powers our cloud infrastructure.
Fuel your greatness with Gen2 RPA
Robocorp’s open source RPA platform that makes it easier than ever to build, deploy, and scale bots where and when you need them.
Blog • 5 Min Read
Migrating to a Gen2 RPA Platform
What is Gen2 RPA, and how does it compare to Gen1? Discover the benefits, weighing the risks and reqards, the models of bot migration, and more What is Gen2 RPA, and how does it compare to Gen1? Discover the benefits, weighing the risks and reqards, the models of bot migration, and more
Blog • 8 Min Read
The challenge of uptake: What’s limiting RPA’s full potential?
Analyst guest post Jason English of Intellyx — Part 1 of 4 in the Gen2 RPA for All Series
Webinar • 20 Min Watch
Bringing the Power of Python to Robocorp’s Gen2 RPA
Learn how you can ues your current Python libraries and applications in conjunction with Robocorp.