Digital Process Automation for Banking and Finance

Banking automation software

Realize Digital Transformation

Ultimus is one of the most experienced providers of workflow automation solutions and technology to the Banking and Financial Services sector. 

We have implemented over 350 business process software solutions in this area – including over 200 core processes such as credit and risk approval and customer support processes.  Our 90 bank customers span every continent, ever major language, and every bank type including commercial, retail, and Islamic banking - as well as the central banks of 7 nations.

Ultimus ensures that our bank and finance customers realize the enormous benefits of digital business process automation: customer experience, security, compliance, accountability, process visibility, responsiveness, mobility, and cost efficiency. And our proven, industry-leading enterprise level digital automation technologies achieve these benefits with unmatched speed of delivery, reliability, performance, flexibility, and cost effectiveness.

Instead of adapting your business and processes to fit off-the-shelf SaaS applications or engaging in expensive bespoke development and one-off customization, Ultimus has a better way: A proven, industry-leading Digital Process Automation Suite developed for a specific goal – creating a seamless, flexible, connected, digital end-to-end enterprise – quickly, without complexity, and tailored to your exact needs.

Each of the Ultimus DPA Suite’s four key components excels in its category and, together, add up to enterprise-level digital transformation:

  • Ultimus Composed Process Solutions – our game-changing low-code application platform that applies modern product line engineering and automated manufacturing principles to deliver and deploy software with unmatched speed, quality, cost, and business value
  • Ultimus Adaptive BPM Suite 2019 – our patented industry leading BPM engine, providing the widest range of work routing, notification, escalation, follow-up, and optimization options
  • Ultimus Advanced Task Service / DPA Suite 2019 - the only process technology available that ensures in-production solution performance, availability, scalability, and end user productivity/usability
  • Out-of-the-Box Orchestration of Advanced Automation Technologies – pre-integrations with technologies such as AI, Natural Language Processing, Blockchain, Decision Management and RPA, as well as specific best-of-breed cloud-based AI/ML services, to create end-to-end solutions without expensive custom programming and one-off integrations.

Banking / Finance processes automated by Ultimus include:

  • Credit Process Digitization
  • Retail Credit Approval
  • Account Opening, KYC, AML
  • Customer Inquiries, Complaints, and Support
  • Risk Management
  • FATCA and other Regulatory Compliance
  • Commercial Loan Approval
  • Islamic Banking Processes

Join the growing list of Banking and Financial Services companies that have entrusted Ultimus with their mission-critical process automation. Entities such as SAIB Bank, United Bank Limited, RBS Citizens, AXA, Sharjah Islamic Bank, Charles Schwab, Banco National de Costa Rica, Heleba Landesbank, Banco National de Panama, Barclays, SAMA, Arab Bank, Santander, Banesco, and Central Bank of the UAE.


Solutions by Industry

Banking Customer Success

La Caixa Bank: 5 Times Faster in Delivering Business Needs - Largest Spanish Retail Bank Automates IT Service Management     

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Helaba Landesbank Increases Process Efficiency by 97% with PERMIT Solution

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Ultimus and BDO Announce Partnership for Bank Credit Process Digitization

Digitize your credit process and accelerate your digital transformation

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Get a Proof of Concept

Whether you’re looking for a strategic business process automation platform or to solve a particular process problem, a Proof of Concept (POC) is the logical first step.