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Have an automation question, operational challenge, or a processing problem you need solved? We're here to help. Simply complete the form and a knowledgeable member of our team will be in touch to discuss your needs and show you how FINBOA can deliver real, measurable impact for your institution.
90%
reduced time to capture customer disputes
By automating key parts of the dispute intake process, FINBOA solutions digitize or eliminate manual data capture, dramatically reducing the time it takes to file account holder claims.
50%
reduced claim processing time
FINBOA’s process automation digitizes paper-based workflows, centralizes document management and streamlines communication. This leads to a significant decrease in operations processing time, with some FINBOA clients seeing up to a 50% reduction in effort required.25%
reduced write-off threshold
With improved accuracy and efficiency, FINBOA will enable your institution to better manage payment disputes and avoid unnecessary losses. By eliminating manual processing and disparate systems, some FINBOA clients have been able to significantly reduce their claim-related write-off threshold and losses by an average of 25% or more.
“After realizing a 500% ROI through efficiency improvements and error reduction, FINBOA Payment Disputes automation is clearly one of the best fintech investments we’ve made in a long time."
Matt Speare
COO, Carter Bank
“FINBOA delivers smart solutions that have helped us meet our credit union’s unique business challenges and maximize the experience for our most valuable assets — our members.”
Donna Howard
VP of Card Services, Copper State Credit Union
“FINBOA Payment Disputes really cut our processing time drastically. Right from the start, we saw at least 50% in reduced processing time. That is a measurable benefit for us.”
Stephanie Johnson
Operations Team Lead and Security Officer, First Bank of Carmi
“If we get audited, we can actually pull from the FINBOA data and show that 99% of our claims were completed within the Reg E time frame.”
Michelle Neri
Card Services Manager, Sandia Area FCU
"The implementation process with FINBOA was one of the easiest implementations that I've experienced. I was thrilled with the FINBOA implementation experience."
Wayne Garrett
Executive Vice President, Legence Bank
“With FINBOA Payment Disputes, tracking and reporting is effortless. Training is much easier with FINBOA. With this shift, our back-office Card Specialists can focus on processing the claims quicker.”
Michelle Neri,
Card Services Manager, Sandia Area FCU
“A big benefit of FINBOA is the number of automations and the core integration that FINBOA offers. FINBOA has a far more robust workflow and system integration than our previous solution.”
Joseph Nicholls,
Director of Card Operations, Georgia United Credit Union
Frequently asked questions
How will process automation help manage bank or credit union risk?
FINBOA products address three big risks faced by financial institutions: operational, regulatory and customer experience. Our SaaS solutions are specifically designed to replace outdated, manual processes and disparate systems, significantly improving efficiency and both account holder and staff experience, while bolstering regulatory compliance and reducing cost.
By focusing on risk mitigation, FINBOA effectively transforms manual compliance processing, freeing your people to do more meaningful work and enabling significant institutional growth.
How do bank or credit union users access your products?
Users of FINBOA’s SaaS solutions sign-on through a web browser. FINBOA doesn’t limit the number of users per financial institution and offers role-based user access.
FINBOA products are cloud-enabled and compliant with PCI/DSS and SOC 2 Type II standards. All products are accessible on both mobile and desktop devices.
Do your software products require integration with our core banking system?
FINBOA software delivers optimal benefits when data integration is established with the FI’s core banking system. This isn’t a requirement. However, data integration is an enabler to optimize the value of the software.
FINBOA has an integration partnership with many cores and digital banking providers via API and/or batch processing.
How long does it take to implement your solution?
Implementation activity can be completed in as little as four weeks, but most implementations are typically completed within several months.
The timeline is dependent on many factors, including the project scope and the number of solution workflows included. A detailed implementation plan will be provided and reviewed prior to project launch.
How do you charge for your products?
FINBOA charges an annual SaaS subscription fee and an initial implementation fee. The subscription fee doesn’t limit or charge based on the number of users, allowing you to provide access to all who need it within your institution.
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.
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.
It’s the perfect opportunity to experience those transformative "wow" moments that automation can create for your institution.