investment banking automation

Investment Banking Automation

Virtus flow helps investment banks and other financial institutions to digitize and automate business processes end-to-end across the bank. You will be able to eliminate data silos and manual tasks by using ONE single process automation software.

By digitizing and automating processes, investment bankers will have the digital banking capabilities to provide the customer experience expected. Use dynamic forms or digital workflows to streamline your processes. Either use ready templates or design workflows and dynamic forms from scratch.


ONE Process Automation Solution for Any Investment Bank's Process


Digitize & Automate your processes with one single process automation solution


Simplify & Reduce compliance operation cost with automatic audit trails


Eliminate manual and repetitive tasks such as data entry, phone calls or back and forth emails


Build, Share & Publish Digital Workflows in minutes. Automatically route work


Manage people, tasks, communications, projects, documents, notifications from one single dashboard


Know everything that is happening when is happening and by who with real-time access to data


Improve customer service and customer experience with digital channels


Decrease liability with automatic audit trails. Get to know every detail and solve problems faster

Automate up to 50% of work activities

Gain up to 3 hours a day back

Eliminate dirty data by 60% (human error)

Workflow Automation for Digital Investment Banks

  • Automate banking processes without writing a single line of code (No IT skills needed)
  • Digitize & Automate tasks, processes, information sharing, requests, work assignments, status updates, and more.
  • Create & share dynamic forms to onboard employees, clients, vendors.
  • Create digital workflows to connect people, information, processes, and resources.
  • Gain full control of everything is happening at any given time. Get access to real-time data for better decision making.

Take a look inside

“Designing forms is now a breeze. Virtus Flow lets us create online forms and integrate data from our existing legacy platform in minutes. Now, we are able to roll out a solution in a few hours. Before, it used to take a few months.”

Stefano Oppi, Cassa di Risparmio di Cento

Robo Advisor simplified!

We designed Virtus Flow Wealth to offer you a new level of Robo Advisor for enterprise investment banks. Robo wealth advisor to manage your client’s wealth easily.

Save up to 70% of the time invested to manage back-office tasks. For example contract management, allocation requests, onboarding and reporting management and so forth.

Custom Robo Advisory Engine. Adaptable. In-depth analysis. Business Process Management. Monitoring.

Get in contact
robo advisor engine

The easiest Digital Process Automation solution for Banking Automation

Schedule a meeting with our team and we’ll guide you with a full demo. Get to know how other Investment Banks are gaining digital banking capabilities.

Start digitizing & automating your processes!


Guide for Banking Automation

Access exclusive information on process automation technology for digital banking:

  • Where to start from.
  • How to improve financial services’ processes with automation.
  • Processes you can quickly automate in a budget.
  • Which technology to use.
  • How to carry a successful digital transformation in banking.
  • Savings to expect by process automated.

Download free eBook

Case Studies

Learn what other banks are doing to provide their customers products and services through digital channels. Get to know what they are looking into, the projects they are working on and how the digital transformation is taking place…one process at a time.

Case Studies

Other Useful Resources