RPA Banking

Improve Efficiency by Streamlining Key Processes in Your Company

Robotic Process Automation (RPA) for Banking Services

RPA allows banks and financial institutions to streamline processes related to customer onboarding, opening new accounts, and loan processing. This improves regulatory compliance and reduces operating costs, all while increasing customer satisfaction.

Increase accuracy & improve your
businesses bottom line

RPA is a solution that provides you with a powerful set of digital tools that will increase productivity, while reducing the risk of error and processing time for applications and loan approvals. Your customers will have all their banking needs met quickly and smoothly, providing them with on-demand access to essential services.


Why RPA for Banks & Financial Institutions?

Increase Operational Efficiency

Increase Operational Efficiency

Improve system functionality by automating data collection, processing & sharing between applications

Decrease Operational Costs

Decrease Operational Costs

Automate manual tasks that are prone to error and costing your company time and money every month

Improve Accuracy


Humans get tired and make mistakes. Our bots are available 24/7 and can increase your rate of accuracy by as much as 100%

Accelerate Onboarding

Accelerate Onboarding

Automate the collection, assessment and verification of loan applications so processing takes just a few minutes

Enhance Customer Satisfaction

Enhance Customer Satisfaction

Approve customers credit applications faster & provide on-demand access to essential services

Ensure Regulatory Compliance

Ensure Regulatory Compliance

Adhere to strict Know-Your-Customer, Anti-Money Laundering, Industry Standards & Regulations

What tasks can RPA solve for your banking, financial services & insurance?

  • Customer on-boarding
  • Opening new accounts
  • Loan processing
  • Account-based charges
  • Maintaining compliance
  • Reports and audits
  • Fraud detection and prevention

Rapidly Implement Banking & Financial Services RPA With Tangentia Automation

Tangentia is dedicated to helping your organization create
automated systems that are designed to save time and money, while improving customer and employee experience.
Banking and Financial Service Companies rely on their staff to
meticulously carry out everyday tasks, using up hundreds of human hours that could be spent on more productive tasks. With the need to streamline processes, many institutions are turning to RPA as a means of increasing efficiency and reducing costs.

RPA by Banking Use Case

Learn about the solutions available for your organization


Improve the Way Your Company Handles its Finances

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Make the Right Decisions Using Actionable Insights

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We Partner with Leading RPA Providers

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Start Your RPA Journey Today

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