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Financial Services

Transform Financial Services with FinTech Automation

Mortgage - Insurance - Banking - Asset Management

Discover how FinTech Automation, powered by OpenBots, is changing the way we do business through the use of intelligent automation. Learn how these technologies are benefiting the banking and insurance industries, and how you can leverage them to streamline your business operations.
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Unlock the Top Operational Processes
Most Often Transformed by AI & Automation

Unlock the Top Operational Processes
Most Often Transformed by AI & Automation

Unlock the Top Operational Processes
Most Often Transformed by AI & Automation

  • Automate ACH Transactions


    Elevate your ACH process with OpenBots. Achieve real-time settlement, minimize manual errors, and enhance transaction security, all while driving down operational costs.

  • Streamline Wire Transfers


    OpenBots delivers seamless wire transfer automation. Experience unparalleled speed, fortified security, and error-free processing to exceed customer expectations.

  • Revolutionize Loan Onboarding


    Implement OpenBots to automate the entire loan onboarding journey. Expedite approvals, ensure compliance, and deliver an exceptional customer experience from day one.

Unlock Your Potential ROI with OpenBots Today—Schedule a meeting now!

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Payment Workflow Automation

  • Extract Data from Policies


    By automating this crucial yet intricate task, OpenBots enables insurance companies to focus more on strategic initiatives while ensuring accuracy, compliance, and rapid data availability.

  • Automated Claims Processing


    With its cutting-edge Intelligent Document Processing (IDP) technology, OpenBots can extract relevant data from diverse claims documents and integrate it into existing systems, all in real-time. This expedites the decision-making process, dramatically reduces human error, and improves customer satisfaction.

Unlock Your Potential ROI with OpenBots Today—Schedule a meeting now!

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Policy Management

  • Revolutionize Loan Management with OpenBots


    Classify and extract key data from every loan package instantly. Improve accuracy, accelerate approval times, and free your team to focus on customer satisfaction.

  • Automate Disclosures Effortlessly


    Ensure compliance while cutting down manual errors and delays. OpenBots automates the entire disclosure process, empowering you to build trust and loyalty with your clients.

  • Streamlined Appraisal Process


    Automate and accelerate property appraisals with OpenBots. Boost operational efficiency, ensure consistent accuracy, and gain a competitive edge in a crowded marketplace.

Unlock Your Potential ROI with OpenBots Today—Schedule a meeting now!

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Lending Workflow Automation

Trusted by Companies Worldwide

Easy Integration with Industry

encompass
openclose
blue sage
finastra
temenos vector
black knight
fis global
pep logo
Jack henry
silver Lake
symitar vector
cocc notag
Duck Creek
Guid Wire
Majesco
Applied Epic
Pioneer Rx
Sales
Actimize
Verafin
Csi
Calyx
Fuison
Hawksoft
Fiserv

Why OpenBots?

Convert documents to data in seconds.

Loan Operations, Deposit Operations, Claims, Underwriting & Compliance Operations teams are burdened by the need to sift through large document packages, grab specific data from these documents, ensure this data is accurate, and then input this data into their systems of record.
It is a highly manual process that prevents insurance underwriters, loan processors, and deposit operations managers from conducting high-IQ tasks crucial to streamlined operations.
OpenBots’ AI-driven document processing technology automates this entire process by grabbing data from documents of any format, including ACH Forms, Auto Loan Packages, Mortgage Loan Packages, Invoices, and Tax Returns.
Our technology reconciles this data to ensure it is correct, then moves it directly into your system of record of choice. This technology can handle thousands of pages instantly, saving countless hours and reducing the manual effort of processes by an average of 87%.
In the fiercely competitive FinTech industry, hundreds of companies are choosing OpenBots for scalable document processing and business automation, gaining a substantial edge over competitors.
The platforms game-changing innovation lies in its ability to eliminate machine learning from Intelligent Document Processing (IDP), slashing implementation time from months to mere days.
OpenBots offers a suite of tailored services across critical financial verticals such as Mortgage, Insurance, and Banking. For Mortgage Automation, OpenBots significantly simplifies loan origination, underwriting, and other complex tasks, elevating operational efficiencies. In the Insurance sector, the platform excels in automating policy management, claims processing, and compliance, expediting decision-making cycles and enhancing customer satisfaction.
Meanwhile, Banking Automation benefits from OpenBots’ prowess in account management, fraud detection, and regulatory reporting, setting new benchmarks for accuracy and reliability.
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Ready to Revolutionize Your Financial Operations?

Request a personalized demo today.
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