Financial Services

The Decisions platform enables enable organizations in the financial services sector to create rules-based workflows that are flexible enough to support new products in changing markets and provide differentiated service while reducing costs and risks.
Decisions

Primary Benefits

Decisions Rules-Based Process Automation Platform is helping Financial Service providers be more competitive by helping them:

  • Be more responsive to customers
  • Reduce risk and losses
  • Address new markets

Key Uses

The Decisions platform is helping companies in multiple segments of the financial services industry to increase efficiency including:

  • Banks
  • Mortgage origination and servicing
  • Wealth management
  • Private Investing
Decisions

Top Challenges with Process Automation in Financial Services

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Top Challenges with Process Automation in Financial Services
Decisions

Capital and Wealth Management

Decisions

Use Decisions as an End-to-end Solution or Make Your Current System Smarter

In financial services, organizations are often reliant on legacy systems. Service delivery is also quite complex requiring multiple systems. The flexibility of Decisions enables financial services firms to implement a rules based workflow orchestration layer that makes existing systems more flexible in a multi channel world. The robustness of the decisions platform can also support end-to-end processes or simply extend a legacy systems.

Integrate with LOS and LMS software

In markets without good LOS or LMS software options, Decisions can be used for an entire lending workflow. For lenders in well served markets where LOS and LMS software offerings meet most requirements, Decisions can be easily integrated to automate the rules and workflows that can’t be addressed by current systems

Integrate with LOS and LMS software

Integrate with Major Mortgage Software Vendors

Decisions integration capabilities regularly connect and extend existing mortgage systems to better manage rules, notifications, and task assignments

Integrate with Major Mortgage Software Vendors
Decisions

Decisions is Trusted By:

primelanding
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midfirstbank-1
fairwinds
gateway
inflexxion
aqr
axos-bank
americanexpress
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Decisions

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