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The toolkit to transform
your banking back office

Your financial institution faces unique challenges, from navigating regulatory compliance to streamlining high-volume transactions.

With FINBOA’s advanced banking compliance software and robust workflow automation, your teams are freed from manual processes, empowering them to focus on what truly drives impactful growth and exceptional customer experiences.

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Enhanced automation, reduced risk

Experience the true power of automation. Our intelligent solutions eliminate repetitive manual tasks, giving you back valuable time and delivering measurable efficiency gains. You'll operate with newfound confidence, effectively managing compliance and minimizing risk, all while providing a superior journey for your account holders.

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

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

“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

“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

“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

Solutions That Transform Your Back-Office

Explore a personalized path to automation

The perfect way to envision the potential of your back-office transformation is to see some of our solutions in action or explore how we can directly solve your unique operational challenges.

Book A Demo

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Payment Disputes

See how our banking compliance software drastically reduces dispute intake processing time by up to 90%, eliminates data re-keying and improves regulatory compliance with powerful workflow process automation.

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BI-Disputes

Experience instant access to critical data insights, gain actionable intelligence on fraud and compliance, and effortlessly generate management-level reports.

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Service Office

Find out how to replace time-consuming manual dispute processing for your sponsored banks with a simplified automated digital experience, and gain complete audit visibility.

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Exception Management

Explore how to dramatically reduce exception processing times, improve accuracy of data captured, automate deadline alerts and generate comprehensive reports on exception tracking and resolution.

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Treasury Onboarding

Discover how treasury sales, front-line staff, compliance and implementation teams can accelerate the onboarding of treasury services in one digital platform.

Your automation journey starts here. Wherever you are on your path to digital transformation,
FINBOA meets you there and helps you advance with confidence.

Simple steps to get started

Step 1

Start your personal demo tailored to your institution, showcasing exactly how FINBOA's intelligent automation solutions will deliver real results and measurable value.

Step 2

Connect with our solution consultant experts to discuss your unique challenges and goals. We listen to understand your specific pain points and uncover opportunities for transformation.

Step 3

Once the optimal solution is agreed, benefit from our highly-experienced implementation team and dedicated post-go-live support, ensuring a smooth transition and continuous success, making FINBOA an indispensable part of your operations.
“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

Read case
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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 – FINBOA, Inc., a leading innovator in compliance process automation for financial institutions,...

Read more

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

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.