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Digital Process Automation

A Complete Solution That Breathes New Life Into Your Processes

Accelerating Digital Business Transformation

Process optimization and digitalization are essential elements of a successful digital transformation in any organization. Beyond converting products into digital formats and restructuring the organization’s system environment, process digitalization plays a key role in building a digital enterprise.

  • Business process automation and optimization
  • Digitalization of products and services
  • Modernization and integration of IT systems
  • Increased operational efficiency
  • End-to-end digital transformation support


What We Offer as Part of Digital Process Automation for Financial Services

Discover how we can bring new life to your processes

Loan Origination Process

From inquiry to funding, we support the entire journey.

Application Qualification

Document Collection

Approval and Financing

Customer Acquisition Process

Fast and secure onboarding, automated from the very first step.

Identity Verification

Document OCR

Database Integration

Business Process Analysis and Optimization

We bring processes into the digital world – methodically and effectively.

CJM

Design Thinking

BPMN Modeling

End-to-End Digital Process Automation

One platform connecting all elements of digital transformation.

Product Inquiries

End-to-End Automation

Ready-Made Digital Products

Tailored Implementations and Support

No-code, hybrid, or custom – we adapt to your organization.

No-Code Implementations

Custom Processes

Hybrid Implementations

Product Application Services

We streamline day-to-day product operations in the financial sector.

Product Applications

External Integration

Credit Assessment

Customer Support for Post-Sales Processes

Digital management of customer obligations without involving employees.

Loan Repayment

Changes to Terms

Bank Approvals

Monitoring Services

Automated monitoring of portfolios, anomalies, debt, and enforcement actions.

Anomaly Monitoring

Customer Debt

Receivables Seizure

Credit Risk Assessment

We minimize default risk through automated assessment and prediction.

Credit Scoring

Automated Assessment

Risk Planning


Technologies That Bring New Life to Processes

No-Code Process Platform

At the core of new digital processes is a universal platform that requires no coding. Unique procedures can be created and existing ones modified quickly, without the need to write code.

External Service Integration

Integrate external data such as credit scoring, fraud databases, or debtor lists directly into processes via APIs. Use this data to automate decisions and streamline procedures.

Custom Front-End Capabilities

Enhance the look and functionality of customer-facing digital processes. We guide you through the entire UX/UI design journey and then integrate the finished front end with the process platform.

Digital Automation Platform

Automate Processes Without Writing Code

Creatio is a cloud-based no-code platform that combines CRM and business process automation (BPM) without requiring developer involvement. Processes are built using drag-and-drop tools, with no coding required. The platform serves customers in more than 100 countries and is regularly recognized by Gartner and Forrester analysts.

  • A universal, modular platform for no-code digital process automation.
  • A solution supporting manual processes that require paper documents.
  • A user-friendly environment for creating, controlling, managing, and coordinating all business processes across the organization.

 

Results of Comprehensive Automation

Contact Us

If you’re looking to transform your business and deliver outstanding digital experiences to your customers

Faster Product Inquiry Processing

Automated routing and prioritization, with no manual handling.

Digitalization of Internal Processes

Paper and Excel replaced with digital workflows.

Easier Customer Self-Service After Sales

Customers can handle requests independently, without involving support teams.

Credit Application Automation

Faster decision-making, fewer errors, full auditability.

Deposit Application Automation

From application submission to decision, with no manual steps.

Management, Reporting and Administrative Dashboards

All operational data in one place, always up to date.

Process Data and Status Visibility

Every process is visible in real time, so you don't need to ask for status updates.

One System, Multiple Roles

Relationship manager, credit analyst, risk specialist, back office – each works in an environment tailored to their needs.

Connect With Us

Get in touch if you need to transform your business and deliver exceptional digital experiences to your customers

Marcin Rabicki

Head of Services