Business Orchestration & Automation (BOAT)

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Become the Bank of the Future

/Transform your banking operations/

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Use the Flowable platform to build customized solutions that enable you to manage everything from client onboarding, account opening, and asset transfer to quality feedback throughout the customer journey. You can conduct due diligence and periodic KYC checks, ensuring that you have a clear understanding of your customers and are supporting them in a secure, compliant way.

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Client lifecycle management

With Flowable you can build dedicated applications for a broad range of financial services. Make informed lending decisions and streamline your processes, automating both simple and complex scenarios, from credit risk and loan automation to card orders and the execution of unstructured payments. 

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Lending & payments

Improve process agility, while managing risks, maintaining resilience, and ensuring compliance. Departments can easily implement customized, flexible solutions, streamlining and optimizing the processes required to manage credit risk, client reviews, and data quality and privacy, while maintaining legal observance of the latest regulations from GDPR to MIFID II and FIDLEG. 

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Governance, risk & compliance

Transform the way you reach clients using secure, compliant, and engaging communications tools. Flowable supports multiple client channels, from real-time messaging for digital and conversational banking to advanced wealth advisory services, with the tools to manage permissions and visibility.

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Client channels

Automate internal processes to achieve operational excellence. Approval and review processes, four eyes check, front to backoffice coordination, smart work assignment can all be optimized for maximum efficiency, while maintaining full process oversight through customized dashboards. 

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Operational excellence

Ensure that processes and systems across your business landscape are fully connected and orchestrated, from straight through processing to more complex service integration and scenarios involving human and system interactions. 

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Business orchestration

      

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Quilvest is an international wealth manager, headquartered in Zurich. Founded in 1932, the long-established company follows a comprehensive…

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Quilvest Switzerland uses Flowable to streamline and digitize securities processes

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Founded in 1964 and headquartered in Kitchener, Ontario, Canada, Kindred Credit Union is a member-owned financial cooperative. With eight…

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Kindred builds loan automation within 5 days using Flowable

SEBA powers digital bank innovation with Flowable

Founded in April 2018 and headquartered in Zug, SEBA is a pioneer in the ﬁnancial industry, building a progressive technological bridge…

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The future of the stock market is here. SIX Digital Exchange (SDX) aims to be the world’s ﬁrst regulated ﬁnancial market infrastructure…

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Swiss SDX digitizes complex workﬂows with Flowable

See how businesses are using Flowable

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Flowable in Banking

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Forrester’s Digital Process Automation Software report 2025

Flowable recognized in Forrester’s Digital Process Automation Software Landscape report, Q2 2025

Blog

Webinar Winning leadership buy-in for your automation program with Bank Julius Baer_carousel thumbnail

A webinar discussion with Bank Julius Baer’s head of global shared services on how to get leadership aboard with your automation project. 

Winning leadership’s buy-in for your automation project 

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Bank Julius Baer embraces digital transformation with confidence and achieve their strategic objectives using Flowable. Read all about their success case here.

Bank Julius Baer achieves enterprise-wide efficiency and governance with Flowable

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Brand-new AI capabilities are here with Flowable! This update introduces a suite of powerful AI-assisted capabilities designed to elevate content management, streamline workflows, and enhance overall business operations.

Driving intelligent business operations: Brand-new Flowable AI Studio capabilities

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Gain insights into how enterprises can effectively operationalize AI using business process orchestration and automation.

Business Orchestration and Automation for Successful AI Adoption

Whitepaper: Business orchestration & automation for AI adoption

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Business orchestration and automation technologies (BOAT) is a new term coined by Gartner that represents the next evolution from hyperautomation. Find our more. 

Business orchestration and automation technologies (BOAT): The next wave in enterprise automation

Discover more

Transform your manual and digital banking workflows to improve efficiency, manage risk, automate & consolidate every aspect of the customer journey.

Process Automation Workflow for Banking | Flowable

Transform your manual and digital workflows to improve efficiency, manage risk with automation. Flowable. 