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Streamline and automate your banking process

Banks and credit unions often rely on older back-office systems to run daily operations. These systems can handle big, important tasks, but they can also be tedious and time-consuming for staff. With Nintex, your team can automate core services—like SBA-PPP loans, onboarding, and loan forgiveness—without investing in a new IT setup.

Benefits

Keep up with compliance

Tackle compliance backlog

Cut down the time and effort it takes to keep up with AML and KYC processes. Automate the busywork so your team can stay compliant without breaking a sweat.

Keep operations on track

Let RPA bots take on repetitive tasks—things like migrating data, reconciling accounts, and cranking out reports. They work faster, never take breaks, and free up your team for more important tasks.

Make your team happy and save big

Slash admin costs by up to 80%, save millions, and give your employees a break from boring tasks like data entry. You’ll make more time for them to do work that really matters.

Banking and loan processing

When the U.S. Treasury rolled out the Paycheck Protection Program (PPP) during COVID-19, banks had to move fast to help customers. With Nintex, you can automate and speed up SBA loan onboarding and processing so that loans get approved more quickly.

Speed up approval processes

Manual approvals for remote deposit capture (RDC) can leave customers waiting. Use Nintex RPA to handle approvals automatically, so customers are served faster and staff are freed up.

Save resources with automated data entry

For finance professionals, manual data entry can feel like a waste of precious time. With Nintex RPA, you can automate everything from updating customer info to handling fee assessments, card re-issues, and more – so your team can focus on matters that matter.

Nintex Resrouces

Nintex banking eBooks

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Why Our Customers Trust Nintex on

Intuitive process management

We anticipate being able to reduce the use of hard copy forms by over 60%

A Brief Insight Into How Effective Nintex Process Platform Has Been For Us

Nintex Process Platform was and still is by far the most flexible and easy-to-use than any of the other form creation and workflow designer apps we looked at.

Nintex Process Platform's Forms & Workflow for SharePoint 2019 & NWC

Moving to the Nintex Process Platform seven years ago took us to the next level with capabilities, including being able to build the "system" in SharePoint.

I love Nintex Workflows

I love Nintex Workflows

A good and powerful tool for automation process with less or no code.

We can build the same application with same complexity level in Nintex within a few months while Power Automate may take longer time (4-5 months) to build it up as a beginner.

Completely Overhauled Our Doc Management Processes

It increased our survey response rates by about 12 – 15% which is massive for us

Effortless Time and Effort Reporting

The implementation of this form has helped users in not having to submit a paper form and resubmit if it is lost.

Positive Nintex Review

I would highly recommend the Ninetex product to any colleagues. I have had a favorable experience and so have my immediate co workers.

Great platform for non-programmers who want to create automation

This is my primary go to tool for automating business processes within SharePoint

Eliminates manual processes and procedures to streamline your Intake Process

Nintex Forms are quick and easy to build and customize with no code.

Nintex Promapp and Workflow Cloud.

It is very user-friendly, and on top of that, it's no code.

For the elimination of manual processes and procedures it is beneficial.

The excellent low-code programming tool Nintex Process Platform is dedicated exclusively to automated processes.

Nintex Process Platform review

It just works for us, and we have been receiving lots of good feedback from all of the employees. The fact that it is visually appealing and so easy to use made our employees not miss any of the workflows.

A tool to automate everything

We have implemented solutions that will be used by any user, i.e. Company gift and business declaration system, to training requests. We also have solutions in Supply Chain, HR, Engineering, Mining, IT all the way up to our Company Secretary.

No more losing a process just because someone leaves

If you have any process that you do routinely that follow the same basic steps, you can and should use Nintex Process Platform. It really helps you flush out processes, even ones you have had for years. Doing this allows you to streamline those processes and free your time up.

Nintex Process Platform Review

I would rate the usability of the Nintex Process Platform workflow a ten out of ten, It's easy to use and for simple flows, there is no need for training. The logic is simple to understand. There's a vibrant community that is ready to help out if end-users run into problems. There are even some project samples online with step-by-step tutorials.

Nintex Process Platform Review

It is pretty useful to manage workflows using this software.

Nintex process automation can make your organization more efficient!

Process mapping – mapping your business processes in a central portal for knowledge management and to find opportunities for automation & efficiency gains

Huge Time Saver

Simple workflows can be created in minutes and save hours of work.

Abit pricey but worth your money

This tool is perfect for any company looking to reduce workload and cut down cost used in manual information entry. also it's e-signature feature is a life safer expecially when dealing with customers order approvals.its also a great tool to generate complex forms and in-depth documentations within the shortest time.

Automate and get some time back!

Easy to use, not IT heavy. Easily deployed. Once our processes are documented, we will move to use the automation capability to build forms and workflows. Once your processes are documented the next step is fairly easy!

Nintex RPA for a better world of task management.

It's integrative with many tools.

Best Process Management Tool!

UI is very good. We can integrate third-party tools like 365 and SharePoint. We can generate important documents very easily in the form of word or pdf. We can maintain the workflow very well

Two people moving quickly in a hall.

Demo

Ready to see how Nintex can benefit your business?