New Era of Banking Automation
Best-in-Class Banking CRM and Workflow Automation with AI and No-Code










Benefits for Banks
Increased Customer Acquisition and Retention
Personalized Customer Interactions
Streamlined Workflows and Operational Excellence
Enhanced Customer Satisfaction
Increased Productivity of Front Office Staff
Improved Cross and Up Sales

Best-in-Class CRM designed for Banks
Customer Lifecycle
Ready-to-use workflows to speed up every step of the banking journey — from onboarding and marketing to sales, service, and contact center.













Product Fulfillment
Pre-built workflows for deposit accounts, lending, credit cards, mortgages, wealth, and insurance.














Whitepaper
How Financial Institutions Can Use
AI and No-code to Deliver Authentic
Experiences
Operations
Workflows to streamline account maintenance, payments, commercial sales, and product servicing.











Risk & Compliance
Out-of-the-box workflows to manage compliance, mitigate risk, and generate reports.





Innovate with Native AI
Enhance banking processes with AI native automation — a force multiplier for human expertise. Through intelligent workflows, predictive insights, and safe automation of routine tasks, AI helps teams work smarter and deliver exceptional customer experiences — always with a human in the loop to ensure control, compliance, and trust.
Make Changes on the Fly Without Restrictions with No-Code and Enjoy Enterprise-Grade Governance

Seamlessly Connect Your Systems and Get True Customer 360
- Core Banking Systems
- Loan Origination & Processing
- Indirect & Digital Lending
- Collateral, Appraisal & Lien Management
- Credit Risk & Underwriting
- Collections & Delinquency Management
- Identity, Fraud & Risk Verification
- Deposit Account Onboarding
- Payments & Money Movement
- Document Management & Imaging
- eSignature & Digital Consent

Customers Love Us Because We Care, Genuinely!







Trusted & Recognized in Financial Service
Deploy with Confidence

Industry-Focused Implementation Partners

Security & Compliance
