Flowable offers a single flexible platform that enables banks to build a variety of customized solutions that optimize processes and customer journeys, improving efficiency and reducing costs. Execute and track processes from lending and payments to customer communications, due diligence and KYC checks – all while maintaining the highest standards in resilience, risk management, and compliance. Gain the agility you need to respond quickly to market changes, regulations, and customer expectations.
Client lifecycle management
Use the Flowable Case 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.
Lending & payments
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.
Governance, risk & compliance
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.
Client channels
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.
Operational excellence
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.
Business orchestration
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.
Use Cases
See how businesses are using Flowable
QuilvestSwitzerland
Quilvest Switzerland uses Flowable to streamline and digitize securities processes. Flowable for Banking - Automate process orchestration with a customer-centric approach & digitalize the complete stock exchange business from front- to back-end.
Kindred builds loan automation within 5 days using Flowable Flowable for Banking - Low-code and intelligent automation speeds up digitalization and adaption of loan processes during the Covid outbreak.
Swiss SDX digitizes complex workflows with Flowable Flowable for Banking - Digitizing and automating complex client lifecycle processes in an audit-proof, multichannel interaction.
Manage and automate processes and workflows that involve human and system interactions, track progress, and ensure security and compliance, all within one platform. Transform your banking operations using Flowable's automation platform for Business Process Management, Case Management, and Decision Modeling.
Code less, innovate more
Quickly build and deploy low-code business applications using Flowable. With our low-code approach, you can rapidly model advanced workflows, saving time and resources while unlocking value and supporting innovation.
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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.
AI agent banking use cases enhance decision-making and personalize customer engagement. AI agents perform investment analysis, customer communication, KYC, loan origination, fraud detection, and ESG screening, to usher in a new era of efficiency.
See how banking teams use Flowable to orchestrate underwriting and policy workflows
