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Streamline and automate your banking process

Banks and credit unions often rely on older back-office systems to run daily operations. These systems can handle big, important tasks, but they can also be tedious and time-consuming for staff. With Nintex, your team can automate core services—like SBA-PPP loans, onboarding, and loan forgiveness—without investing in a new IT setup.

Benefits

Keep up with compliance

Tackle compliance backlog

Cut down the time and effort it takes to keep up with AML and KYC processes. Automate the busywork so your team can stay compliant without breaking a sweat.

Keep operations on track

Let RPA bots take on repetitive tasks—things like migrating data, reconciling accounts, and cranking out reports. They work faster, never take breaks, and free up your team for more important tasks.

Make your team happy and save big

Slash admin costs by up to 80%, save millions, and give your employees a break from boring tasks like data entry. You’ll make more time for them to do work that really matters.

Banking and loan processing

When the U.S. Treasury rolled out the Paycheck Protection Program (PPP) during COVID-19, banks had to move fast to help customers. With Nintex, you can automate and speed up SBA loan onboarding and processing so that loans get approved more quickly.

Speed up approval processes

Manual approvals for remote deposit capture (RDC) can leave customers waiting. Use Nintex RPA to handle approvals automatically, so customers are served faster and staff are freed up.

Save resources with automated data entry

For finance professionals, manual data entry can feel like a waste of precious time. With Nintex RPA, you can automate everything from updating customer info to handling fee assessments, card re-issues, and more – so your team can focus on matters that matter.

Nintex Resrouces

Nintex banking eBooks

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Why Our Customers Trust Nintex on

A tool to automate everything

We have implemented solutions that will be used by any user, i.e. Company gift and business declaration system, to training requests. We also have solutions in Supply Chain, HR, Engineering, Mining, IT all the way up to our Company Secretary.

A tool to automate everything

Nintex has an ROI report that analysis all workflows in your environment and time spent on developing the workflows . We have paid off our investment in the first 12 months according to this report.

Nintex process automation can make your organization more efficient!

Nintex focuses on process automation and they are very good at it. Any business process an organization has that requires approvals and especially where those approvals vary (e.g., higher request PO amount requires more approvals) are well suited to automation with the Nintex Platform. Nintex also has a robotic process automation (RPA) tool, which allows for automation of manual processes using any software accessible by a user's workstation. And Nintex offers a process mapping tool that allows organizations to map business processes (manual or automated) in a standardized manner in a central portal.

Nintex process automation can make your organization more efficient!

Integration – easily integrate with line of business applications you already have

Nintex process automation can make your organization more efficient!

Nintex has shown an ability to provide positive ROI at our organization and for the clients we work with on a daily basis.

Nintex process automation can make your organization more efficient!

Yes, non-IT staff use Nintex–some as users (filling out forms, approving and rejecting tasks, etc.) as well as implementers. The no-code capabilities of Nintex allow non-technical users to create forms and even workflows with minimal training. If a user can map a business process using a tool such as Visio they can easily learn how to create a workflow to automate that process.

Nintex process automation can make your organization more efficient!

We use Nintex Platform internally for requesting new project sites in Office 365 for new customer projects. The administrator and project manager fill out a Nintex form with the client and project-specific details, which is saved in a SharePoint list. We then use a Nintex workflow for approvals and site creation.

Nintex process automation can make your organization more efficient!

We use Nintex Platform in both Office 365 and Nintex Workflow Cloud (NWC), and most of our clients do the same. The ability to leverage the NWC platform has been specifically helpful when integrating with other cloud platforms such as Box, SalesForce, etc.

Nintex process automation can make your organization more efficient!

Process mapping – mapping your business processes in a central portal for knowledge management and to find opportunities for automation & efficiency gains

Nintex process automation can make your organization more efficient!

Ease of use – no code development of forms and workflow

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Demo

Ready to see how Nintex can benefit your business?