How can AI-based automation make your financial services work better?
Is digitalization the same as business process automation?
Agentic Process Automation vs. RPA
Agentic AI goes beyond traditional RPA by making context-aware decisions, adapting to changing conditions, and autonomously orchestrating complex workflows rather than simply automating predefined tasks.
Mendix and Processa Technologies enable organizations to automate complex processes with secure, intelligent, and fully orchestrated agentic AI - combining data interpretation, action execution, and governed agent management in one platform.
This results in faster operations, stronger compliance, and scalable innovation across financial services and enterprise workflows.
Agents Development with Mendix
Mendix Agentic AI empowers financial institutions to rapidly build secure, intelligent agents that automate workflows, enhance decision-making, and deliver compliant, personalized customer experiences.
Enterprise-grade cybersecurity is weaved into Mendix core, to ensure that every AI-driven solution remains protected while enabling financial organizations to streamline operations, reduce manual effort, and accelerate innovation across their digital ecosystem.
Delivering significant results
More efficient processes that save you time and money.
Increased efficiency
Automated workflows reduce the time it takes to complete tasks, leading to increased operational efficiency as processes are executed faster and with fewer delays.
Cost saving
By automating repetitive tasks and reducing the need for manual intervention, organizations can save on labor expenses and minimize errors that often require costly correction.
Error reduction
Significantly reducing the likelihood of human errors results in more accurate and reliable processes, leading to better data quality, fewer mistakes, and improved overall work quality.
Enhanced productivity
Employees can focus on more value-added, creative, and strategic work, allowing organizations to accomplish more with the same or fewer resources.
Faster process execution
Executing tasks and processes swiftly can lead to faster delivery of products or services, enabling organizations to respond to market demands more quickly.
Improved compliance
BPA systems can enforce and monitor adherence to regulatory requirements and internal policies. By consistently following established rules and guidelines, organizations reduce compliance risks and ensure alignment with standards.
Agentic Automation for Financial Services
Explore areas where agentic automation can bring most value
Lending
Key lending use cases include:
- Loan origination and pre-qualification
- Automated loan processing and documentation
- Ongoing loan administration and monitoring
- Delinquency and default management
Customer Experience
Key customer experience cases include:
- Account maintenance and servicing
- Automated data extraction and validation
- AI-assisted customer support
- Digital onboarding and account setup
- KYC and due diligence workflows
- Fees, chargebacks, and dispute assistance
- Cash deposit and withdrawal support
- Account closure processing
Risk and Compliance
Key financial services use cases include:
- KYC and client due diligence
- Transaction monitoring
- Screening and alert management
- Risk scoring and continuous risk monitoring
- Internal and external reporting workflows
Agentic Automation for Financial Services
Lending
Key lending use cases include:
- Loan origination and pre-qualification
- Automated loan processing and documentation
- Ongoing loan administration and monitoring
- Delinquency and default management
Customer Experience
Key customer experience cases include:
- Account maintenance and servicing
- Automated data extraction and validation
- AI-assisted customer support
- Digital onboarding and account setup
- KYC and due diligence workflows
- Fees, chargebacks, and dispute assistance
- Cash deposit and withdrawal support
- Account closure processing
Risk and Compliance
Key financial services use cases include:
- KYC and client due diligence
- Transaction monitoring
- Screening and alert management
- Risk scoring and continuous risk monitoring
- Internal and external reporting workflows
Want to see how agentic process automation can benefit your company?
Built on Mendix
Our solutions are built on Mendix - AI driven low-code platform for creating solutions supporting business process.
Processa Technologies is Siemens Mendix certified partner since 2021.
financial services and e-commerce.
