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End the grind of
manual banking processes

Here to solve your most common challenges

Your back-office is a critical engine for your financial institution, but manual operations can bring it to a halt.

High volume, repeatable tasks and legacy systems create bottlenecks, leading to overwhelmed teams, missed compliance deadlines, mounting losses and a poor account holder experience. By digitizing and automating compliance processing, FINBOA solutions enable the transformation required to solve these challenges.

Over half of financial institutions have yet to fully leverage the power of automation, relying instead on manual processes and disparate systems. This leaves them vulnerable to key risks and missed opportunities, including:

  • Fear of failing compliance audits
  • Missing regulatory deadlines and making costly mistakes
  • Increasing write-offs and losses
  • Negative account holder and staff experience 
  • Burden of attracting, training and retaining staff
  • Inability to scale for growth and compete.
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Banks

FINBOA’s compliance process automation solutions are configurable and designed to meet the specific requirements of your bank to:

FINBOA for Banks
  • Improve operational efficiency with intelligent process automation. 
  • Reduce non-compliance and associated financial risk
  • Provide easy access to data and simplify audit readiness
  • Eliminate re-keying and increase accuracy
  • Transform the member dispute experience
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Credit Unions

We help credit unions digitally transform manual compliance processing with intelligent automation solutions.  Our process automation software is designed to simplify and streamline inefficient manual processes to:

FINBOA for Credit Unions
  • Improve efficiency of bank operations.
  • Reduce compliance-related risk and cost
  • Streamline workflows to compete and grow 
  • Increase transparency and enhance customer experience.
  • Enable timely decision-making with data, reports and analytics
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Service Providers

For service providers and Fintech partners, FINBOA’s intelligent automation enhances your offerings and helps you scale.

FINBOA for Sponsor Organizations
  • Improve operational efficiency with intelligent process automation. 
  • Reduce non-compliance and associated financial risk
  • Provide easy access to data and simplify audit readiness
  • Eliminate re-keying and increase accuracy
  • Transform the member dispute experience
“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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Wayne Garrett

Executive Vice President

Legence Bank

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Experience your automated back-office future

Ready to see how intelligent process automation solves your institution's most pressing compliance challenges? Your personal FINBOA demo is designed to address 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:

  • 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.