Webinar – Leveraging Intelligent Automation Synergies for Insurers6/201 PM ET

Financial Services

Delight your customers while reducing risk.

Automate approvals and workflow routing to elevate the customer experience, while managing regulatory compliance.
Capital Bank

Automation is critical. But it won’t happen on its own.

Your customers expect faster, more streamlined experiences than ever before. But financial processes like lending, compliance, and customer lifecycle management involve complex systems and workflows that make it tough to integrate automation.

Complexity, meet simplicity.

Decisions packs comprehensive Intelligent Process Automation (IPA) into one powerful interface. Whether you’re originating loans or onboarding new clients, we’ll help you do it faster and more effectively.

  • Reduce risk

    Reduce risk: Eliminate human error from your most critical workflows

  • Move fast

    Move fast: Launch new services 3x quicker than using custom code

  • Improve efficiency

    Improve efficiency: Streamline back-office functions and client onboarding

“The enthusiasm of the Decisions team was infectious: ‘Let’s show it to you, let’s prove it to you, let’s build you something now.’ That enthusiasm, coupled with the proof-of-concept showing true utility, made everything feel right.”


Dependable solutions for evolving markets.

Our financial services customers use Decisions to build world-class workflows, tools, and calculators that scale with their business needs. If it involves a decision, we can automate it.

  • Banking
  • Specialty Lending
  • Investment & Asset Management
  • Mortgage
  • Audit & Tax
  • Credit Card & Transaction Processing
  • Brokerage & Trading

Get the inside scoop from our satisfied customers.

Explore the industry categories below to see how companies like yours are taking advantage of no-code automation to drive efficiency. Then schedule a customized product demonstration to learn for yourself!

Augment, integrate, or replace.

Whatever the state of your current technology system, Decisions can improve it or even replace it all together. Our system is designed to connect with all major applications and databases used by financial institutions. 

LOS & LMS software
Mortgage software
CRM software
Service bus
Augment, integrate, or replace.

Transform your business with automation.

Decisions is the quickest way to build software and solve your most difficult problems. Book a demo to learn how we can simplify and standardize your business operations.

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