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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.

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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.

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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

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.

A tool to automate everything

Nintex has an ROI report that analysis all workflows in your environment and time spent on developing the workflows . We have paid off our investment in the first 12 months according to this report.

Nintex process automation can make your organization more efficient!

We use Nintex Platform internally for requesting new project sites in Office 365 for new customer projects. The administrator and project manager fill out a Nintex form with the client and project-specific details, which is saved in a SharePoint list. We then use a Nintex workflow for approvals and site creation.

Nintex process automation can make your organization more efficient!

Nintex focuses on process automation and they are very good at it. Any business process an organization has that requires approvals and especially where those approvals vary (e.g., higher request PO amount requires more approvals) are well suited to automation with the Nintex Platform. Nintex also has a robotic process automation (RPA) tool, which allows for automation of manual processes using any software accessible by a user's workstation. And Nintex offers a process mapping tool that allows organizations to map business processes (manual or automated) in a standardized manner in a central portal.

Nintex process automation can make your organization more efficient!

Yes, non-IT staff use Nintex–some as users (filling out forms, approving and rejecting tasks, etc.) as well as implementers. The no-code capabilities of Nintex allow non-technical users to create forms and even workflows with minimal training. If a user can map a business process using a tool such as Visio they can easily learn how to create a workflow to automate that process.

Nintex process automation can make your organization more efficient!

We use Nintex Platform in both Office 365 and Nintex Workflow Cloud (NWC), and most of our clients do the same. The ability to leverage the NWC platform has been specifically helpful when integrating with other cloud platforms such as Box, SalesForce, etc.

Nintex process automation can make your organization more efficient!

Integration – easily integrate with line of business applications you already have

Nintex process automation can make your organization more efficient!

Ease of use – no code development of forms and workflow

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

Nintex process automation can make your organization more efficient!

Nintex has shown an ability to provide positive ROI at our organization and for the clients we work with on a daily basis.

Ready to see how Nintex can benefit your business?