Business process automation solutions for financial services

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Join the global leaders who trust WEBCON
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Address all your challenges with a single automation platform

The financial market is one of the most competitive sectors of the economy, with new emerging business models, FinTechs and innovative products that tend to disrupt the market.

With a single low-code platform, financial companies can address all of those needs

Leverage business process automation to make better decisions faster, while minimizing risks, ensuring compliance, delivering excellent customer experience, and improving operational efficiency.
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Total Economic Impact™ of WEBCON BPS

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Easily automate all of your processes

Document management

Improve control over documents in the company, provide remote access to their digital versions and create a secure archive.

Client profile

Store all data about existing or potential customers in one intuitive environment.

Risk assessment and credit scoring

Accelerate the credit decision-making process, from receiving a credit application to signing the contract, and enhance customer satisfaction.

Know Your Customer (KYC)

Collect all documents and data about your customers in one application and ensure efficient reporting.


Create a tailor-made CRM system, ideally suited to the needs of your organization.

Sales quotes creation

Accelerate the sales quote creation process without involving administrative staff. A dedicated app will automatically monitor benchmarks for the margins and broker commission.

Account Manager change

Easily change Account Managers for your customers. An application will make sure that no clients will get lost in the process, whether it’s reassigning 10 or 100 customers.

Contract management

Streamline contract management process – from drafting and signing documents to monitoring and archiving.

Correspondence management

Optimize the circulation of correspondence in the company, both incoming and outgoing. Streamline the process, from registration, through distribution, cataloging, up to archiving.

GDPR Compliance

Provide end-to-end automation of personal data deletion, in line with the provisions of the GDPR.

Debt collection

Accelerate and streamline the payment request process. Easily monitor each stage of the debt collection process, using precise data.

Managing court cases

Efficiently manage court cases. The application will help monitor the deadlines and amount of court fees or keep a register of employees involved.

Documents, both paper and electronic, are an integral part of any enterprise. But managing large volumes of documents physically can be a tedious, time-consuming process that is prone to human error. Our clients from the finance sector needed a solution that will help them safely store, track and manage documents digitally – in a secure common repository. With a dedicated application, they are now able to access documents from anywhere in the world, quickly retrieve any document thanks to an intelligent search engine, and improve document workflow between different stakeholders. Audit trails and approval history guarantee improved visibility and control over the documents, which are highly traceable and can only be accessed with an appropriate authorization.

To further support companies in working with documents, WEBCON BPS uses extensive OCR (Optical Character Recognition) capabilities to allow for efficient document indexation and automated information recognition. Learn more about document management.

Our clients needed to put an end to digging through tons of paper documents, reports, and multiple databases in order to find necessary information about their customers. They needed it gathered all in one place. An application built with WEBCON BPS allows them to electronically store all data about the existing or potential client within one intuitive environment, and makes it a starting point to other processes – credit scoring, risk assessment, contract preparation etc. It allows to keep data organized and easier to analyze, facilitates the access to information, and ensures compliance – thanks to the ability to give authorization only to selected employees.

Making smarter credit decisions allows you to protect your business. Our clients from the financial sector needed a powerful solution that will automate the risk assessment process, in order to better measure and manage risks, as well as monitor portfolios for early evidence of problems. Thanks to our platforms’ ability to integrate with practically any system (both internal, like ERP or CRM, and external databases) our clients can easily access and analyze data from various sources to correctly assess transaction risks when evaluating a potential investment. When automated, the risk assessment process can run significantly faster, allowing to provide a better customer experience. The system also allowed our clients to free many of their analysts from reviewing some of the loan applications manually – it’s possible to define parameters for credit analysis that when met, will automatically trigger a positive credit decision. If the decision is negative, the application can either be denied or directed for further evaluation.


A fully automated credit scoring and decisioning, starting from receiving a loan application and finishing with signing a contract with e-signature, makes the process significantly more efficient, and greatly impacts the customer experience. Learn how Siemens Finance leveraged the power of automation and built a scoring engine with an in-house IT team.

KYC is a mandatory process of identifying and verifying the identity of the customer when opening an account and periodically over time. It’s an especially important process for the banking and financial industries, where companies face a number of risks related to starting a business relationship with a new client.

WEBCON BPS provides a holistic approach to the entire process, by automating document collection, data assessment, monitoring and reporting – all within a single platform. Thanks to an automatic customer segmentation (based on the risk factors and pre-set business rules), companies can maximize their earnings and minimize their losses.

Our clients continuously analyze every customer, using a dedicated survey, to determine customers’ value and engagement, and to make sure there are no red flags ahead, that could cost them their business.

Typical CRM systems are not easy to modify and adapt to the specifics of the financial industry. Actually, for many companies in that sector, it’s hard to speak of an “industry standard”, as they often offer innovative products and services, that require an individual approach. That is why our clients from the financial industry tend to decide to build a tailor-made CRM system on the WEBCON BPS platform – and then easily connect it to other processes supported by WEBCON BPS (risk assessment, proposal preparation, contract management etc.)

Enable account managers to prepare proposals faster without the need to engage the back office – by using available templates. WEBCON BSPS can monitor the benchmarks for profit margins and middleman commissions, and generate an alert when the values are too low, in order to eliminate the risk of entering an unprofitable transaction.

And for the still unconvinced potential clients, you can prepare a basic, initial proposal quickly and with minimal resources, thanks to a Quick Proposal workflow – all you need to do is fill in a few basic form fields and the system will export a draft version of a simple offer, based on a set of pre-configured business rules. When the potential prospect accepts the terms, then the fully-fledged proposal and contract can be prepared.

When offboarding a sales rep responsible for many accounts, you need to make sure all the clients are successfully assigned to new account managers, and make sure it’s not a jarring experience for your customers. With a dedicated application, you can easily manage the process and make sure no client gets overlooked, no matter if you need to reassign 10 or 100 of them. Everything will be well-documented, transparent and fast. The process can also include removing access to company’s network and customer data.

Our clients needed a solution that would streamline and lower the costs of the contract management workflow – from drafting and signing to monitoring and archiving. Sending the documents back and forth via email was inefficient, time-consuming and made it very hard to track progress, ensure compliance and avoid errors. With a dedicated application, they now have an overview of all contracts, they can easily monitor their status, use pre-made templates to speed up the contract creation process, and receive notifications to help keep the deadlines (e.i., for contract renewal). WEBCON BPS provides a unified place for assigning tasks, contract negotiations, and overall collaboration between stakeholders, in a secure manner. It allows to assign users different security levels, and thanks to extensive audit trails, the process becomes transparent.

Poorly managed incoming and outgoing correspondence can cause long response times to queries, fines due to delayed processing, loss of documents, high process costs due to the manual work required, and difficulty in finding documents. Some of our clients need to send out over 1,000 mail per day – so an efficient correspondence workflow is a must.

WEBCON BPS helps to take control over the company’s correspondence, by allowing to register the documents, scan them, automatically recognize data, and distribute mail to the right people, according to the assigned workflow path. Automation greatly increases process efficiency, ensures security, and makes it easier for the employees to access information. Learn more about correspondence management.

Approving the General Data Protection Regulation (GDPR) imposed a new set of challenges for companies when it comes to handling customer data. WEBCON BPS provides an end-to-end automation of personal data removal and helps our clients manage the process in conformity with the GDPR regulations.

Automating debt collection adds speed and efficiency to the process. You can track every step of the debt collection workflow with precise data, automate bulk sending of payment reminders to increase recovery success, and relief your employees from time-consuming clerical tasks related to the process, like reporting and analysis. You can easily monitor whether the payments are being made on time, and collect additional charges for overdue payments.

Keep track of the court cases, deadlines, legal fees, employees involved, and efficiently manage them with a dedicated workflow. Thanks to intelligent reporting, you’ll be aware of how much it really costs you to work with a certain client.

Streamline education operations

with a single low-code automation platform

Streamline processes
& improve operations

Eliminate paper, automate repetitive tasks, and in result save employee time. Make saved resources available to do more value-driven work or simply get more done. In such competitive market, the time and freedom to innovate and excel is what enables the company to remain relevant.

Ensure compliance
& minimize risks

Standardize processes with business applications to easily ensure compliance with regulatory requirements – and painlessly adapt, once they change. Assess risks better in significantly less time thanks to intelligent automation allowing for easy access to crucial data.

Increase work quality & provide
exceptional customer experience

Reduce manual errors and identify bottlenecks in order to achieve operational excellence. Business process automation will help you create value your customers deserve and exceptional customer service they expect.


and see how it supports processes across all departments

Sales & Marketing

  • CRM
  • Marketing automation
  • Content approval and emission
  • Newsletter and mailing campaigns
  • Social media publications
  • Event planning and follow-up
  • Purchase-to-pay
  • Expense accounting

Operational Processes

  • Correspondence and case management
  • Document repository and DMS
  • Legal agreements approval workflow
  • ISO procedures management
  • Quality management and auditing
  • Lean/Six Sigma improvement ticketing
  • Product lifecycle management
  • Claims, complaints and returns processing
  • Fleet management

Financial Processes

  • Budgeting, investment planning and purchase requests
  • RFI, RFP, tenders and purchase orders processing
  • Cost invoice approval workflow
  • Invoicing automation
  • Payment approval
  • Credit limits management
  • Contractor management
  • Supplier authorization
  • Business trips approval and cost reimbursement

HR Processes

  • Vacancy approval, recruitment, on/off-boarding
  • Leave & holiday requests
  • Employee assessment
  • Security and hazard-related work permits
  • Attendance
  • Perks, bonuses and gift approval workflow
  • Retirement plans
  • Managing remote workers

IT Processes

  • IT assets and systems registry
  • Permissions management
  • AD & Exchange accounts provisioning
  • Project Management
  • Ad-hoc tasking
  • Change Requests processing
  • Helpdesk and ticketing

Contact us

Want to learn more about how we support our clients in financial services?


Schedule your free online platform demo or tell us about your business needs and let’s discuss how we can address them with intelligent workflow automation.

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WEBCON is the leading European-based provider of a complete Low-code Application Platform for mass delivering business solutions. Companies choose WEBCON to dramatically reduce time and cost of app development. The platform allows them to automate and manage business processes across the entire organization – using a single, unified platform. Thanks to its unique InstantChange™ technology, WEBCON embraces change like no other platform on the market.