With volatility, inflation, and rate hikes so high.. Give banking automation a try.
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.
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 SummitMcKinsey
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
Increase revenue capture
Remove manual touch points and enable straight-through processing
Strengthen risk posture
Improve risk profiles and optimize existing controls
Raise NPS scores
Elevate customer engagement with better journeys and user experience
Lower operational costs
Streamline customer experience across different channels
Case Study
Sumitomo Mitsui Trust Bank saves 400,000 hours with automation
With UiPath, SMTB built over 500 workflow automations to streamline operations across the enterprise. Learn how SMTB is bringing a new perspective and approach to operations with automation at the center.
Webinar
Learn to automate with BNY Mellon | Pershing, Cowen, Bain & Co, Wells Fargo, JP Morgan Chase, Truist, 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
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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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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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
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More in Banking Automation
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White paper
