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The FINBOA story

From vision to value

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Our story

Founded in 2016, FINBOA began with a clear purpose: 


To revolutionize the legacy manual processes that held financial institutions back. 

We started by tackling the complex, high-volume challenge of payment disputes, which has since become our flagship solution. Over the years, we’ve grown by building a highly configurable automation platform, forming strategic partnerships and continuously expanding our suite of solutions to meet the evolving operations needs of financial institutions.  

Our mission is about more than just technology. It's about partnering with you to chart your own path to digital transformation. We meet institutions wherever they are on their automation journey and provide the solutions to help them advance with confidence.

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  • Eliminate paperwork
  • Automate tasks, processes & decisions
  • Provide data insights
  • Increase efficiency
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Our mission

We empower financial institutions and service providers through automation, analytics and intelligent decision-making, enabling organizations to serve account holders more effectively and improve operational efficiency. 

Through a highly configurable platform built by banking experts, we address your financial back-office challenges head-on. Our automation solutions deliver measurable value by helping you streamline operations, ensure compliance and inform decision-making.

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Our vision

To free people to do more meaningful work, helping our clients thrive in a rapidly evolving digital landscape.

We achieve this by taking your teams away from menial, repetitive tasks and empowering them with intelligent automation. As your dedicated partner, we meet you wherever you are on your digital journey and provide responsive support to ensure lasting success.

Our values

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Partner excellently

Our dedicated team members are extensions of our clients' teams, treating their challenges as our own and their success as our mission. 
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Innovate collaboratively

The diverse expertise and perspectives of our team combine to create solutions that anticipate client needs and drive the industry forward. 
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Adapt confidently

We remain nimble and flexible, with solutions designed to achieve the highest standards for any institution.
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Build trust consistently

We earn trust through deep industry knowledge, transparent communication and by delivering measurable value that creates "wow" moments. 
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Create impact meaningfully

We make real-life impact by improving accuracy, compliance and the account holder experience, while reducing manual effort. 

It’s the perfect opportunity to experience those transformative "wow" moments that automation can create for your institution.

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Built by experts

Our team consists of banking professionals who’ve experienced the pain of manual dispute processes firsthand. This deep industry knowledge helps us shape solutions that tackle your challenges head-on. You’re always talking to a real person who understands the banking and compliance landscape, your pain points and your goals.

A trusted partner

We foster a collaborative culture both internally and with our clients. We’re committed problem-solvers, proactively creating solutions that ensure your success is our mission. We put each client’s success first and are committed to providing expert support resources.  This is why over 98% of our clients renew their ongoing partnerships with us.

Driven by innovation

Our team is constantly innovating and improving the product based on client feedback and industry trends. This forward-thinking approach ensures our battle-tested solutions not only solve today's challenges but also scale with you, providing lasting efficiency and a competitive advantage.

Meet the team

FINBOA’s team is comprised of experienced banking professionals with deep expertise in back-office operations, regulatory compliance and payment systems. We are passionate about partnering with our clients to enhance compliance and boost productivity, freeing people to focus on more meaningful work.

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Dheeraj 'Raj' Singal

CEO & Founder, FINBOA

Raj is deeply committed to problem-solving and client success. Under his leadership, FINBOA’s team of experts partners closely with clients to transform financial back-office operations through intelligent automation solutions.
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Our valued partners

A network of trust

A significant portion of our growth is thanks to our strong partnerships with core banking and digital banking providers. We have a growing network of referral, reseller and integration partners that help us deliver our intelligent automation solutions to a wide range of financial institutions.

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  • Eliminate paperwork
  • Automate tasks, processes & decisions
  • Provide data insights
  • Increase efficiency

Awards & accreditations

Backed by industry recognition

We’re proud to be a trusted and certified partner in the financial industry. Our certifications and awards demonstrate our commitment to security, innovation and client success.

Awards

  • Jack Henry Cobalt Integrator Award 
  • CU Times Luminary Award 
  • US Fintech Banking Tech of the Year Award 
  • Paytech Tech of the Future Award 
  • Inc. 5000 and Inc. Regional List of Fastest-Growing Private Companies 

Certifications

  • PCI/DSS Compliant
  • SOC 2 Type 2 Compliance

Industry Associations

  • ABA Member
  • ICBA Member / ThinkTECH Accelerator Cohort
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  • Eliminate paperwork
  • Automate tasks, processes & decisions
  • Provide data insights
  • Increase efficiency
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Webinars

Insights for your success

Stay informed with our solution spotlights and more in-depth webinars, where we share key insights and expert advice on financial automation and compliance. This is your opportunity to learn how FINBOA's solutions can help your institution solve its challenges.

View Our Webinars

FINBOA Insights

All articles

Article

FINBOA Adds Key Sales and Marketing Leaders to Drive Next Phase of Growth

Clendaniel and Huffman join to accelerate revenue, amplify the brand, propel market momentum December 16, 2025 – ...

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FINBOA Adds Key Sales and Marketing Leaders to Drive Next Phase of Growth

Article

FINBOA Named to 2025 CU Times Luminaries Awards

Second Consecutive Nomination in Credit/Debit Payment Solutions Category October 27, 2025 – FINBOA, Inc., a leader in ...

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FINBOA Named to 2025 CU Times Luminaries Awards

Article

Carter Bank Achieves a 500% ROI by Automating Disputes

A Shift to Intelligent Automation Led to Reduced Compliance Risks and Improved Operational Efficiency Carter Bank & ...

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Carter Bank Achieves a 500% ROI by Automating Disputes

Experience your automated back-office future

Ready to see how intelligent process automation solves your institution's most pressing compliance challenges? Your personal demo with FINBOA's experts is designed around your needs and goals.

It’s the perfect opportunity to experience those transformative "wow" moments that automation can create for your institution.

In your demo session, you'll discover how to:

  • Drastically reduce manual processing times for critical back-office tasks, freeing your team for more meaningful work.
  • Accelerate completion of high-volume, repetitive tasks, enhancing efficiency and improving account holder satisfaction.
  • Ensure seamless regulatory compliance and significantly reduce operational, reputational and financial risk.
  • Transform paper-based, fragmented processes into highly accurate, unified digital workflows.
  • Gain actionable insights with timely access to data, reports and analytics, driving measurable value and competitive advantage.