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Do more with automated financial services

Think fast, act faster. Today’s financial institutions rely on staying sharp to compete with attractive products and stellar service. Automation leads to faster decisions and keeps your data accurate with fewer repetitive tasks. Deliver experiences that put you on top – with your business and your customers.

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Wise investment

Stay ahead in a fast-changing financial services world

Keep up with compliance

Automate your processes and let technology do more work for you while making sure you’re compliant.

Make customers happy

Use automation to deliver consistent, fast, reliable service – the kind that builds customer trust and loyalty.

Tune up your operations

Use process-mapping and automation to pinpoint and fix business problems – so you stay ready for anything.

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Customer story

Streamline banking and lending flows

Go paperless and oh-so-fast: digital workflows make it easy for bank branches to quickly communicate and get more done – from loan applications to identity checks.

Man in glasses frustrated at his computer.

Customer story

Simplify and personalize wealth management

With automation tools handling repetitive tasks and delivering data-driven client intel, your customer service agents have more room to offer their best, most personalized service.

Man talking on the phone at his laptop.

Customer story

Manage mountains of financial data

Automation helps you breeze through document management and tedious admin tasks. Less paper and fewer errors means more gets done correctly, faster, the first time.

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Customer story

No more manual data entry

Nintex RPA gathers data across your systems and uses it to automatically handle routine tasks like issuing cards, changing interest rates, or managing fees—so your team has more bandwidth to drive the business ahead.

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Why Our Customers Trust Nintex on

ITT Project Director

Nintex stacks high among the tools available

Nintex Workflows

fast business workflow automations and responsive forms

Nintex workflows fir Sharepoint

Great time saver. Workflow development can be done very fast.

Review from a 2y experience Developer in a large organization

The platform is powerful and run very complex processes, yet it is so user friendly that its fundamentals can easily be taught to Citizen Developers.

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!

Ready to see how Nintex can benefit your business?