Financial Services

The Decisions platform enables enable organizations in the financial services sector to create rules-based workflows that are flexible enough to support new products in changing markets and provide differentiated service while reducing costs and risks.
Decisions

Primary Benefits

Decisions Rules-Based Process Automation Platform is helping Financial Service providers be more competitive by helping them:

  • Be more responsive to customers
  • Reduce risk and losses
  • Address new markets

Key Uses

The Decisions platform is helping companies in multiple segments of the financial services industry to increase efficiency including:

  • Banks
  • Mortgage origination and servicing
  • Wealth management
  • Private Investing
Decisions

Top Challenges with Process Automation in Financial Services

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Top Challenges with Process Automation in Financial Services
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Capital and Wealth Management

Decisions

Use Decisions To Make Your Current System Smarter

In financial services, organizations are often reliant on legacy systems. Service delivery is also quite complex requiring multiple systems. The flexibility of Decisions enables financial services firms to implement a rules based workflow orchestration layer that makes existing systems more flexible in a multi channel world. The robustness of the decisions platform can also support end-to-end processes or simply extend a legacy systems.

Integrate with LOS and LMS software

Decisions can become the intelligent automation core of your legacy LOS / LMS by integrating business rules and workflows, or serve as the foundation of your lending process. The comprehensive Decisions platform includes a sophisticated rules engine, workflow manager, process mining agents, integrations, and interface designers.

Integrate with LOS and LMS software

Integrate with Major Mortgage Software Vendors

Decisions integration capabilities regularly connect and extend existing mortgage systems to better manage rules, notifications, and task assignments

Integrate with Major Mortgage Software Vendors
Decisions

Decisions is Trusted By:

primelanding
santander-300x60
midfirstbank-1
fairwinds
gateway
inflexxion
aqr
axos-bank
americanexpress
vanguard-1
Decisions

What's next?