Request a Demo

For Service Providers

Compliance-first automation solutions to grow your client base

Start with a personal demo
Grooup of Young Professionals around Table_2674812411_edited
  • Eliminate paperwork
  • Automate tasks, processes & decisions
  • Provide data insights
  • Increase efficiency

Compliance concerns for distributed service providers

As a service provider to financial institutions — whether a core processor, BaaS enabler, or service bureau — you play a critical role in enabling innovation and speed, while also ensuring regulatory compliance. With growing regulatory pressure under Regulation E, manual dispute processing is a key area for compliance-based automation to improve compliance-outcomes across a broad client base.

Young Woman Sitting at Computer with bright light_2666803043_edited
  • 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 gaining access to better decision-making information,, some clients have been able to significantly reduce their write-off threshold and lower average claim-related write-offs.

A centralized platform to enable growth

FINBOA provides the automation technology you need to meet these banking-as-a-service challenges head-on. Our intelligent automation solution acts as a unified service bureau, enabling you to deliver a consistent, compliant and efficient experience to every client institution you serve. By taking on the tedious back-office work, you become an indispensable ally, freeing your client institutions to focus on their customers and members.

Enhance your service offering

Feel empowered to deliver the very best for your growing client base with an intelligent platform for back-office automation.

Seamless onboarding & scaling

Effortlessly add new partners and manage growing transaction volume without adding more manual work. Our scalable platform provides the efficiency you need to expand your business and grow revenue with confidence.

Mitigate risk across your network

Protect yourself and your client institutions with a unified compliance framework. Our centralized system ensures a consistent process for every client, providing a single information source for documentation, reporting and audit prep to mitigate risk.

Centralized visibility & control

Connect with our experts to see how FINBOA delivers automation processing solutions that enable your growth and instill confidence with your client institutions.
shutterstock_2600754285-1

Start with a demo

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

Book a demo
“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.”
MattSpeare_CarterBank_DkGray_Bckgrnd_2

Matt Speare

COO

Carter Bank

Read Case Study

Frequently asked questions

yogendra-singh

Learn more about Service Office

Check out our upcoming and recorded webinars, like Service Office: Driving Compliance and Efficiency in Sponsor Bank Programs 

Watch the webinar

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 – ...

Read more
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 ...

Read more
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 & ...

Read more
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.