Financial Services

Discover the platform that manages complex flows for the financial market

Automate the financial processes with the AI No-Code Leading Platform, using the power of Artificial Intelligence, while maximizing security and efficiency for your company and consumers.

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Over 54% of Brazilian banks already have implemented generative AI solutions. And this is just the beginning!

Heavily investing in reviewing, streamlining, and automating processes.

Intense application of analytical intelligence for business generation and hyper-personalization.

The solution: a platform that manages different financial flows and processes, all in one place!

Simplify loan applications

We enable financial institutions to fast-track approvals, reduce manual errors, and meet evolving regulatory requirements, with no sacrifice to customer satisfaction.

Accelerate credit

scoring analysis securely

Gain real-time insights for quicker loan approvals and better risk management. Avoid increasing operational costs and customer frustration with long and bureaucratic processes.

Free your teams from manual tasks

and reduce compliance risks

Provide faster onboarding and real-time compliance aligned with latest regulatory requirements with no time consuming KYC (Know your Customer) processes.

Easily adapt to new regulations with

minimal impact on resources

Let the power of AI workflows simplify your teams routine while ensure compliance with key regulations like AML and KYC reducing operational overhead and manual errors.

Approved by the market's major players

Simplify Financial Services core processes at high-regulated environments, providing quick deployments, reducing costs and accelerating time to value, so naturally, that teams and customers really enjoy it with Pipefy AI BPA Platform.

Our platform allows Financial Services business to automate core processes such as loan application, credit scoring analysis, KYC and compliance in a faster and secure way, respecting specific regulations also impacting the business growth with a lower TCO being a high cost-effective solution for the industry.

By doing this in a simple and easy way, Pipefy enables teams to save time, reduce costs, accelerate time to value, and improve Financial Services institutions customers experience.

With Pipefy’s no-code platform, Financial Institutions can pilot new products more easily, accelerate implementation, and reduce time-to-market.

Save time, reduce costs,
and improve the experience.

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Approved by customers on the leading BPA platform

With all of our communication through email, we did not have traceability, standardization, or the possibility to extract metrics from the requests we received. We had several side conversations about each request.

The main result we achieved with Pipefy is data control. At our monthly meeting, I can present a report with 100% reliability and it does not take me 5 minutes to collect all the data.

Our communication with each requester improved significantly. We provided a place to receive each demand, we send updates through email automatically and there is also the possibility for each manager to find their request’s status in one place only. These features combined offer a great experience for our internal customers.

Henrique Kusaba – Specialist in Banking Operations at Sofisa Bank.

What else you
can get?

At Pipefy, you have a wide range of services: Automate HR, procurement, and finance processes to eliminate bottlenecks with Pipefy BPA Platform.

Keep your institution’s performance metrics on track and internal clients also satisfied by simplifying purchase orders, vendor onboarding and HR requests, reducing dependency on IT and lowering TCO.

This way, it reduces the IT burden securely, as Pipefy offers governance tools and action history, ensuring the necessary control for maintenance while allowing the agile implementation of new processes without bureaucracy.