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Back-Office Automation for Operations

Platforms that automate manual back-office processes to improve efficiency and reduce operational risk.
Other Operations

Pega Customer Service for Financial Services
By: Pegasystems
https://www.pega.com/industries/financial-services/banking
AI-powered retail banking CRM that provides intelligent customer engagement, next-best-action recommendations, omnichannel service capabilities, and automated case management. Includes pre-built banking workflows, compliant customer onboarding, and personalized service delivery.

Blue Prism Intelligent Automation Platform
By: Blue Prism
https://www.blueprism.com/industries/banking-financial-services/
AI-powered automation platform specifically tailored for banking operations, automating document processing, transaction reconciliation, account opening, KYC processes, and regulatory compliance reporting. Features secure integration with banking systems, pre-built banking automation templates, and detailed analytics for operational efficiency.

UiPath Automation Platform for Banking
By: UiPath
https://www.uipath.com/solutions/industry/banking-automation
Comprehensive platform for banking operations automation, including document processing, regulatory reporting, account servicing, and compliance checks. Features AI document understanding, attended and unattended bots, process mining to identify automation opportunities, and detailed operational analytics.

Automation 360
By: Automation Anywhere
https://www.automationanywhere.com/solutions/financial-services-automation
Cloud-native automation platform with specific banking capabilities including intelligent document processing, fraud detection automation, loan processing, regulatory compliance reporting, and account reconciliation. Includes IQ Bot for unstructured data processing and Discovery Bot for process analysis.

WorkFusion Intelligent Automation Cloud
By: WorkFusion
https://www.workfusion.com/financial-services/
AI-powered platform designed for banking operations with pre-built automations for AML, KYC, customer onboarding, and regulatory compliance. Features machine learning capabilities that improve with use, pre-trained banking-specific models, and automated QA.

NICE Advanced Process Automation
By: NICE
https://www.nice.com/products/robotic-process-automation/banking
End-to-end automation solution for banking operations, featuring desktop and server automation, real-time process optimization, compliance automation, and cognitive capabilities for document processing. Includes attended, unattended, and hybrid automation modes.

FIS Banking Operations Suite
By: FIS Global
https://www.fisglobal.com/en/solutions/banking-and-wealth
Comprehensive back-office automation solution for banks, including payment processing, reconciliation, exception management, regulatory reporting, and transaction monitoring. Features include straight-through processing, AI-powered document handling, and integrated compliance checks.

SS&C Chorus
By: SS&C Technologies
https://www.ssctech.com/solutions/intelligent-automation
Intelligent automation platform for banking operations, combining RPA, AI, and workflow automation to streamline back-office processes. Features include document processing, transaction reconciliation, exception handling, and regulatory reporting with built-in compliance controls.

Appian Financial Services Platform
By: Appian
https://www.appian.com/industries/financial-services/banking/
Low-code automation platform for banking operations, featuring process orchestration, case management, document processing, and integration with legacy banking systems. Offers pre-built components for KYC, customer onboarding, loan origination, and regulatory compliance.

Oracle Banking Operations
By: Oracle Financial Services
https://www.oracle.com/industries/financial-services/banking/banking-operations/
Comprehensive suite for back-office banking automation, featuring payment processing, account reconciliation, regulatory reporting, and document management. Includes AI-powered data analysis, automated exception handling, and integrated compliance monitoring.

IBM Cloud Pak for Business Automation
By: IBM
https://www.ibm.com/cloud/cloud-pak-for-business-automation/banking
Comprehensive banking automation platform featuring content services, workflow automation, decision management, and document processing. Includes specialized solutions for loan processing, payment operations, compliance monitoring, and customer onboarding.

ANTstein SQUARE
By: AntWorks
https://www.ant.works/industries/banking-financial-services
Integrated automation platform for banking operations, featuring fractal science technology for data capture, cognitive machine reading, and end-to-end process automation. Specializes in unstructured data processing, loan operations, and compliance automation.

HCL DRYiCE iAutomate
By: HCL Technologies
https://www.hcltech.com/financial-services/banking
AI-powered banking automation platform offering intelligent process automation, cognitive document processing, and operational analytics. Features include back-office workflow automation, reconciliation automation, regulatory reporting, and customer service operations.

Fusion Operations
By: Finastra
https://www.finastra.com/solutions/fusion-operations
Comprehensive automation for financial institutions that includes transaction processing, risk management, and compliance reporting to enhance back-office efficiency.

Apex Back Office Services
By: Apex Group Ltd.
https://www.apexgroup.com/services/back-office-services/
Streamlined transaction processing, reporting, and compliance functions designed to automate and simplify back-office operations for financial institutions.

Broadridge Operations Solutions
By: Broadridge Financial Solutions
https://www.broadridge.com/solutions/operations
Cloud-based solutions that offer end-to-end automation of back-office functions, including trade processing, reconciliation, and compliance management.

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