AI and Automation for Financial Services

Connect any application, technology, or core banking system to orchestrate efficient processes end-to-end, unlock new business motions, and streamline compliance with the power of integration, automation, and AI.
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Modernize financial services to keep up with customer demands

Securely connect systems and automate workflows at scale.

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    Connect your core banking system to any application

    Leverage pre-built connectors for Jack Henry, Symitar, Fiserv, and FIS to reduce integration timelines, reduce costs, and accelerate cloud migrations and digital transformation.

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    Automate and optimize critical business processes

    Streamline customer onboarding, fraud detection, and compliance reporting with low-code / no-code workflow automation to reduce work effort, enhance performance, and free up time for strategic initiatives.

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    Accelerate market and regulatory responsiveness

    Deliver projects 3x faster with step-by-step guides to leverage integration, automation, and AI solutions for any use case. Increase agility to launch new digital products and adapt quickly to evolving regulations.

Finance integration solutions

Replace brittle handoffs and siloed systems with secure, scalable orchestration.

Modernize Legacy Systems
  • Modernize Legacy Systems
  • Streamline business processes
  • Innovate faster, stay compliant
Your Challenge

Siloed legacy systems limit innovation

Disconnected systems isolate critical financial services data for customers, transactions, risk, and compliance. The result is complexity and fragmentation across cores, CRMs, and cloud applications, making it difficult to deliver a responsive service and meet regulatory deadlines.

Workato offers

Universal connectivity and real-time data

Workato connects data across core banking systems, Know Your Customer (KYC) tools, CRM, and fraud platforms—creating a unified, real-time view to streamline operations and reduce risk exposure.

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“With Workato, we’re able to acquire customers in minutes, transforming the way we expand our customer acquisition channels and grow our business”
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Kristin Fretz

Director of RevOps