See how DHL Group orchestrates the enterprise with Bizagi
Banking automation solution
Automate manual work, orchestrate cross-system workflows and apply AI to make faster, more consistent decisions across banking processes.
Retail, operations, and compliance teams rely on separate core banking, CRM, and document platforms, limiting data visibility and slowing decision-making.
Bizagi creates a coordinated process layer across your existing banking technologies, connecting systems, tasks, policies and dependencies into one controlled flow for better customer experience, risk management and operational agility.
Use AI Agents to support loan processing, KYC reviews, service-request triage, dispute handling and compliance investigations.
Extract and validate information from applications, identity documents, financial statements and other unstructured content.
Classify customer requests, draft responses, summarize case history and recommend next best actions.
Ground recommendations in approved policies, risk rules, prior cases and customer data, while retaining human review for high-risk, credit and compliance decisions.
Route credit, KYC, fraud and compliance approvals to the appropriate reviewer based on risk, product and role.
Synchronize customer, account, application and case data across core banking, document and third-party systems.
Validate applications, identity documents, income evidence, sanctions-screening results and regulatory disclosures.
Trigger alerts, reminders, escalations, customer communications and audit-ready records automatically.
Provide one process view across core banking, KYC/AML, payments, fraud and legacy systems.
Assign work based on role, branch, product, workload, language, risk level or specialist skill.
Manage SLAs, escalations, approvals, four-eyes controls and complete audit trails across customer and risk processes.
Give leaders real-time visibility into application status, service backlogs and operational risk.
AI Agents boost efficiency and improve decisions in ATM Management and SOX compliance.
AI Agents reduce manual effort and errors in loan processing.
AI Agents speed up mortgage application workflows.
Automate loan origination from end-to-end with AI-driven data processing, risk insights, and underwriting.
Streamline customer journeys with AI-powered document intake, KYC checks and risk assessments.
Speed up service resolution with automated email classification and AI-generated draft responses.
Simplify compliance with automated data handling, auto-generated reports, and proactive risk management.
Lorelei Jensen
Head of Strategic Business Solutions, Old Mutual
See how the Bizagi platform helps banks manage processes more effectively.
Pedro Villegas Chief Information and Operations Officer, Banco de Occidente
Download now for strategic advice and success stories of digital innovation in banking
Delve into the benefits and use cases of gen AI in banking.
Discover how automation technology can help you target the right customers, at the right time, with the right products.
Discover the latest trends in the banking industry, how technology is playing a role and how Banco de Occidente is finding success.
Want to learn more about our platform or need help using it? Get in touch.
