Customer Use Cases

See what teams build with Decisions.

Real-world automations across industries — from claims and compliance to lending and logistics. Explore how organizations put Decisions to work.

Financial Services
Financial Services

Global

Streamlining Financial Reporting and Fund Management

A financial services firm used Decisions to automate financial reporting, fund lifecycle management, and verification workflows.

Higher Ed
Higher Ed

Global

Streamlining Grant Approvals for Non-Profits/Schools

Decisions helped a tech platform replace legacy tools, automating grant workflows, compliance, and approvals for nonprofits and educators.

Financial Services
Financial Services

North America

Streamlining Loan Submissions with a Guided Wizard

With Decisions, a mortgage service provider built a loan submission wizard to automate data validation, document collection, and e-signatures.

Back Office Automation
Back Office Automation

Global

Streamlining Operations Requests in Private Equity

A private equity firm used Decisions to automated intake, routing, and approvals for service requests, increasing turnaround times and transparency.

Financial Services
Financial Services

North America

Streamlining Post-Closing Loan Audits with Automation

A lender used Decisions to automate address comparisons in post-closing audits, improving accuracy, reducing manual effort, and ensuring compliance.

Non-Profit
Non-Profit

Global

Streamlining Project Approvals with Automation

Decisions helped a global nonprofit streamline project funding approvals with rules-driven workflows, standardized forms, and notifications.

Financial Services
Financial Services

Global

Streamlining Trust Disbursements

A financial firm used Decisions to streamline trust disbursements, ensuring faster approvals, compliance, and reduced operational risk.

Financial Services
Financial Services

Global

Streamlining Wealth Workflows with Rules-Driven Forms

A wealth provider used Decisions to embed dynamic forms, cutting manual work, improving advisor efficiency, and enhancing platform usability.

Back Office Automation
Back Office Automation

North America

Streamlining Workforce Operations Through Integration

A leading utilities company used decisions to streamline billing notices with automated workflows, improving efficiency and compliance.

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