Digital Transformation

All-in-One No-Code digital process automation tool that allows you to automate non-core banking processes without coding. You can choose one of our templates and customize it or create yours from scratch.

Apply rules and conditions, automatically trigger events, share documents, route work and more. Automatically create audit trails to simplify compliance.

Banking Automation Technology

A real no-code BPM solution that allows you to automate repetitive tasks and processes in no time. It simplifies banking automation projects with a faster deployment and return on investment.

process automation software

No-code automation

Automate banking processes without writing a single line of code. Whether you are a LoB manager or IT expert, you can streamline your processes and time consuming tasks in no time.

Eliminate data silos

Automate and integrate processes across your entire organization. Keep information centralized and get rid of data silos. Simplify the end to end automation of your banking processes.

Explore workflow automation module!

improve banking experience

Improve banking experience with back-office automation

Improve your customer experience with fully digital processes.

  • Connect front office and back-office processes
  • Send automatic notifications to customers
  • Automatically assign applications to staff members
  • Store and share information automatically
  • Automate customer complaint and requests

Build dynamic forms in minutes!

Create, share and publish web forms in minutes and get rid of data entry forever! Digitize and automate:

  • Loan applications
  • Surveys
  • Customer requests
  • Claims
  • Onboarding
  • Internal requests
  • Purchase orders

Explore Forms
dynamic forms

Fully automated processes for Financial Institutions

Customer Services

Automate processes to provide your customer with a digital banking experience. Digital client onboarding, account opening & more.

Operations

Automate processes across different LOB, and connect them with end to end automation. Have a full picture of operations.

INFOSEC

Manage security exceptions and issues with few clicks. Generate an automatic audit trail to simplify compliance later.

Lending Processes

Automate loan origination. Assign them to staff automatically. Send automatic status notifications and more.

Compliance

Track every request and procedures with custom workflows. Generate automatic audit trails and reduce costs.

Facility Management

Manage your assets, schedule controls, and verification forms. Real-time reports to get better insights.

Documents & Data

Acquire data with VF Document Management solution. Upload your editable modules to save hours of work across different LOB.

Information Technology

Digitize your request forms and approval processes, assign assets and easily manage documents and tasks.

Human Resources

Automate employee onboarding, requisition, training and more. Create dynamic forms, share them or publish them in minutes.

Go to Process Gallery
Virtus Flow work management platform 2

Superior work management

Manage all your work and that of your team from a single dashboard. Take action and start new workflows with a click. Keep track of tasks, projects, claims, documents and more. Know everything that is happening when is happening!

Improved document management

Automatically store, share and deliver information. Filter and access documents in seconds with advanced filtering options and version control. Generate documents from information entered in seconds.

No more printing, scanning, searching in countless files and sending emails. Work with digital documents during the entire document cycle.

Workflow library virtus flow

80+ Process templates

Design your workflows from scratch or use one of our templates. We have automated nearly 80 banking processes and keep counting. You can do the job yourself or can rely on our experts to do it for you.

Add eSignatures in seconds!

Thanks to our seamless integration with DocuSign you can e-sign documents generated with digital workflows in seconds.

Video: How to add e-signatures
Virtus Flow Docusing Integration
Virtus Flow contact management dashboard

Improved user management

Manage vendors and employees from a single platform. Store communications and documents automatically by user profile. Grant or restrict access according to role, team, department, etc. Create an automatic audit trail and keep your organization secure.

"Designing forms is now a breeze. Virtus Flow lets us create online forms and integrate data from our existing legacy platform. It helps you roll out a solution in a few hours. It used to take a few months".

 

Stefano Oppi, COO - Cassa di Risparmio di Cento

Banking app integration

Third party app integration

Low level standard and custom app integration available. We have developed a data wrapper that allows you to get the most out of your technology investment by integrating with the apps you currently use.

Improve operations efficiency and provide a digital experience!

Automate non-core banking processes in hours!

Use a single platform for multiple LoBs and areas. No IT skills are needed. Automate processes end to end across the bank and eliminate data silos. Without disrupting everyday operations.

BOOK DEMOREQUEST FREE TRIAL

Other solutions for the financial services industry

Ticketing Management

Manage customer requests, cases, IT service and more.

SEE ticketing

Dynamic Forms

Create, share and publish dynamic forms in minutes.

SEE forms

Wealth Management

Robo Advisor for wealth management automation.

SEE investment

Other resources for your bank

Even though everyone is talking about digitalization in the banking industry, there is still much to be done. The speed at which projects are completed is low thanks to technical complexity and management concerns.

With Virtus Flow, you can have a partner to drive your banking automation projects. Use our unique no-code architecture. We’ve re imagined the entire back-office experience.

Here put together some videos to help you discover all you can do in a short period of time!

Watch Videos: How to automate it
Virtus Flow workflow automation
Virtus Flow templates to automate processes

Banking Automation is the present and future of the financial industry. So it’s essential that you provide the digital experience your customers expect.

But there are many challenges while integrating new techniques or implementing innovative methods. To answer your questions, we created content to help you navigate Digital Transformation successfully.

Learn more from our experts about how to automate your bank’s processes with the latest technologies. When to use Digital or Robotic Process Automation technologies. How to know which one is the right one for you, etc.

Visit our Report Page