With volatility, inflation, and rate hikes so high... give banking automation a try.

Solutions - Industry- Banking - Hero

In today's banks, the value of automation might be the only thing that isn't transitory.

​The UiPath Business Automation Platform empowers your workforce with unprecedented resilience—helping organizations thrive in dynamic economic, regulatory, and social landscapes. The world's top financial services firms are bullish on banking RPA and automation. Why? It helps them outperform their peers by 3x.

Customer Panel featuring Wells Fargo, Truist, and JP Morgan Chase

JP Morgan Chase, Wells Fargo & Truist automate with UiPath

Learn how automation improves customer satisfaction, enables best-in-class efficiency ratios, increases straight-through processing rates, and accelerates time to market.

See the entire Banking and Financial Services Summit
McKinsey

43%

of banking processes can be automated
Everest Group

50%

of surveyed enterprises have >$1 million cost savings from automation
McKinsey

~60%

of financial services firms have embedded AI+RPA in their operations

Full banking automation coverage

In a world of point solutions, the UiPath Business Automation Platform does it all

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Increase revenue capture

Remove manual touch points and enable straight-through processing

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Strengthen risk posture

Improve risk profiles and optimize existing controls

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Raise NPS scores

Elevate customer engagement with better journeys and user experience

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Lower operational costs

Streamline customer experience across different channels

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Webinar

Learn to automate with Truist, Wells Fargo, Bain & Company, BNY Mellon | Pershing, JP Morgan Chase, Cowen, and more

Don't miss these robotic process automation (RPA), and automation best practice panel discussions and keynotes from these top banks, consultants, and analysts

Top automation areas

Banking and Financial Services Automation

See how AI-powered chatbots can delight your customers in the banking industry

Consumer Banking

Efficient workflows appraise high. Capture that value with automation.

UiPath delivers a new standard in efficiency. By elevating customer journeys, accelerating lending timelines, and modernizing KYC, automation brings Consumer Banks into today's digital age. And shortly thereafter, helps them revolutionize their entire way of operating (and innovating!)

  • Lending

    Inefficient lending cycles? We can lend a hand

    Automation helps shorten the lending cycle by digitizing documents, automating mundane tasks, and giving agents a digital sidekick.

    Business Use Cases:

    • Origination

    • Loan Processing

    • Underwriting

    • Funding

    • Administration & Monitoring

    • Default Management

  • Customer Experience

    Give customers the info they need, via the channel they prefer

    Discover smarter self-service customer journeys, and equip contact center agents with data that dramatically lowers average handling times.

    Transform​ the customer lifecycle journey, reducing onboarding times, and lowering lifecycle management spend by 15-20%.​

    Business Use Cases:​

    • Account Maintenance​

    • Data Extraction ​

    • Customer Support​

    • Onboarding and Account Set-up​

    • KYC and Due Diligence​

    • Fees and Chargebacks​

    • Account Closure​

    • Cash Withdrawal / Deposit

  • Cards and Payments

    Slow down fraud, speed up dispute resolution

    Find value in overlooked disputes by automating the classification and management of chargebacks and dispute resolutions.​

    ​Business Use Cases:

    • Prospecting & Application​

    • Processing & Approvals​

    • Payments & Settlement​

    • Collections & Servicing​

    • Dispute & Fraud Management​

    • Network Management

  • Risk & Compliance

    Ensure compliance with an always-on auditing machine

    Pivot away from periodic controls and towards continuous testing. Automation frees auditors from tedious data extraction so they can focus on what they do best: Analyzing results.

    ​Business Use Cases:

    • KYC and Client Due Diligence

    • Transaction Monitoring​

    • Screening & Alerts Management​

    • Risk Monitoring​

    • Reporting Internal / External

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Lending

Inefficient lending cycles? We can lend a hand

Automation helps shorten the lending cycle by digitizing documents, automating mundane tasks, and giving agents a digital sidekick.

Business Use Cases:

  • Origination

  • Loan Processing

  • Underwriting

  • Funding

  • Administration & Monitoring

  • Default Management

Achieve transformational value from scaled Intelligent Automation in Banking & Financial Services

Commercial Banking

We modernize the way Commercial Banks get down to business, so clients know they mean business.

UiPath delivers intelligent automation you can bank on. It connects disparate systems and makes sense of unstructured data, so you can offer exceptional service and personalize offerings at unprecedented scale.

  • Liquidity & Treasury

    Trade risky and tedious for streamlined and secured

    Automation helps banks streamline treasury operations by increasing productivity for front office traders, enabling better risk management, and improving customer experience.

    Business Use Cases:

    • Order Management​

    • Order Processing​

    • Fee Management​

    • Customer Support

  • Commercial Lending

    Volatile interest rates and inefficiencies? We can lend a hand

    Automation helps shorten the lending cycle by digitizing documents, automating mundane tasks, and giving agents a digital sidekick.

    Business Use Cases:

    • Origination

    • Loan Processing

    • Underwriting

    • Funding

    • Administration & Monitoring

    • Default Management

  • Client Management

    Achieve frictionless onboarding with ​RPA + automation

    Automation accelerates​ the lifecycle journey, reduces customer onboarding times, and lowers operational spend for lifecycle management by 15-20%.​

    Business Use Cases:​

    • Onboarding/KYC​

    • Account Servicing​

    • Account Closure

  • Risk & Compliance

    Ensure compliance with an always-on auditing machine

    Pivot away from periodic controls and towards continuous testing. Automation frees auditors from tedious data extraction so they can focus on what they do best: Analyzing results.

    ​Business Use Cases:

    • Risk Monitoring

    • Reporting Internal / External

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Liquidity & Treasury

Trade risky and tedious for streamlined and secured

Automation helps banks streamline treasury operations by increasing productivity for front office traders, enabling better risk management, and improving customer experience.

Business Use Cases:

  • Order Management​

  • Order Processing​

  • Fee Management​

  • Customer Support

doing business with AI easily integrate ML models into processes

Capital Markets

Outperform market uncertainty with workforce resiliency

Traders, advisors, and analysts rely on UiPath to supercharge their productivity and be the best at what they do. Address resource constraints by letting automation handle time-demanding operations, connect fragmented tech, and reduce friction across the trade lifecycle.

  • Front Office

    Trade risky and tedious for secure and efficient

    With RPA and automation, faster trade processing – paired with higher bookings accuracy – allows analysts to devote more attention to clients and markets.

    Business Use Cases:​

    • Order Management​

    • Trade Booking​

    • Model Maintenance​

    • Portfolio Rebalancing​

    • Security Lending​

    • Counterparty Relationship Management

  • Client Servicing

    Time spent with clients beats time spent with paperwork

    Accelerate time to process a request with greater straight-through-processing rates and more client coverage

    Business Use Cases:​

    • New Accounts​

    • Client Onboarding​

    • TCA Reporting​

    • Fee Management​

    • Connectivity​

    • Trade Allocations

  • Operations

    Automation lets operations operate automatically

    Introduce end to end straight-through-processing to otherwise disconnected teams, applications, and channels

    Business Use Cases:​

    • Clearing​

    • Trade Settlement​

    • Collateral Management​

    • Corporate Actions​

    • Reconciliation​

    • Reference Data Management

  • Risk & Compliance

    Ensure compliance with an always-on auditing machine

    Pivot away from periodic controls and towards continuous testing. Automation frees auditors from tedious data extraction so they can focus on what they do best: Analyzing results.

    ​Business Use Cases:

    • KYC and Client Due Diligence

    • Transaction Monitoring​

    • Screening & Alerts Management​

    • Risk Monitoring​

    • Reporting Internal / External

mac
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Front Office

Trade risky and tedious for secure and efficient

With RPA and automation, faster trade processing – paired with higher bookings accuracy – allows analysts to devote more attention to clients and markets.

Business Use Cases:​

  • Order Management​

  • Trade Booking​

  • Model Maintenance​

  • Portfolio Rebalancing​

  • Security Lending​

  • Counterparty Relationship Management

More in Banking Automation

Don't miss these resources, events, and recaps.

See all Banking and Financial resources here.

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Events

The future of AI at Work is already here

At FORWARD VI, October 9-12 in Las Vegas, you won't just hear about the future of AI-powered automation. You'll see how it's changing the world today.

Intelligent automation you can bank on. Talk to us to learn more.