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For Banks

Strengthen compliance. Simplify processing. Minimize risk.

Start with a personal demo
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  • Eliminate paperwork
  • Automate tasks, processes & decisions
  • Provide data insights
  • Increase efficiency

Confident automation: Where risk reduction meets operational excellence

Balancing operational efficiency with ever-evolving compliance demands is a constant challenge for banks. Outdated, manual processes and siloed systems slow down resolution times, increase the potential for errors and put unnecessary strain on your staff. These inefficiencies not only introduce risk — they also limit your ability to consistently deliver the high-quality customer experience today’s banking environment demands. 

FINBOA’s intelligent automation streamlines dispute management, freeing your team from the burden and risk of manual processing.

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

Built by banking experts. Proven for you.

FINBOA’s automation is battle-tested, configurable and built by banking experts to meet the specific needs financial institutions face in managing back-office processes. Our solutions deliver tangible results and free your people to focus on more meaningful work. 

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

90%

Reduced time to intake disputes

By digitizing and automating key parts of the dispute management process, FINBOA solutions eliminate manual tracking and data entry. This allows your team to complete the entire dispute intake process in a single click — reducing errors, improving data accuracy and accelerating processing times.

50%

Reduced claim processing time

FINBOA’s process automation digitizes paper-based workflows, centralizes document management and streamlines communication. This results in a significantly faster claim processing time, with most customers seeing up to a 50% reduction.

50%

Or more reduced write-off threshold

FINBOA solutions improve accuracy and efficiency enabling your institution to better manage claims and avoid unnecessary losses. By eliminating manual errors and providing timely access to decision-making information, some clients have been able to reduce their write-off threshold by 50% or more and lower average claim-related loss.

Your partner in problem-solving for banking

FINBOA understands the significant challenges banks face in processing disputes because we've addressed them with hundreds of your peer institutions. We provide intelligent back office automation solutions that meet you exactly where you are on your transformation journey. We are passionate about eliminating manual inefficiencies, mitigating risk and enabling your institution to grow and compete more effectively.

Built for banking success

FINBOA is more than a solution provider. We’re a partner dedicated to your bank's growth and stability. We understand the challenges you face, and our intelligent automation is designed to deliver real, measurable value for all your stakeholders.

Mitigate your risk

FINBOA’s solutions address the three primary risks facing your institution: compliance (regulatory) risk, financial (write-offs/losses) risk, and account holder experience risk. By reducing these risks, we help ensure your operations are not only efficient but also secure and dependable.

Transform your operations

Say goodbye to the grind of paper, spreadsheets and repetitive data rekeying. Our automation replaces outdated, inefficient manual systems with seamless, digital workflows, freeing your teams to focus on strategic, meaningful work.

Empower your people to work smarter, not harder

Our solutions are built to enable your team to focus on more meaningful work. By automating the tedious, we free your employees to focus on work that improves customer trust and engagement, leading to a better experience for both your staff and your account holders.
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Start with a demo

Connect with our experts to see how FINBOA delivers real, measurable impact.

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“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.”
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Matt Speare

COO

Carter Bank

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Frequently asked questions

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The FINBOA impact: 500% ROI for Carter Bank

Carter Bank chose FINBOA to replace its manual dispute processes with a seamless automation solution. The result? A 500% ROI driven by significant efficiency improvements and a dramatic reduction in errors. It was a breakthrough that transformed their operations and delivered tangible, long-term value.

Read the case study

FINBOA Insights

All articles

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

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

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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

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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

See FINBOA in action

Our personalized demo is your opportunity to discover why FINBOA is the intelligent automation solution for both your immediate needs and your future growth. 

You'll connect directly with our experts, who will demonstrate how our adaptable solution not only tackles your current operational challenges but also scales with you, ensuring lasting efficiency, compliance and competitive advantage. 

See how FINBOA delivers real, measurable impact, positioning you for success now and into the future.

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

  • Eliminate paper and disparate manual systems to enhance operational efficiency.
  • Digitize intake to improve accuracy and account holder experience.
  • Automate processing to increase compliance and reduce financial risk..
  • Increase accuracy, timeliness and transparency  with unified workflows.
  • Gain actionable insights with timely access to data, reports and analytics.