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Process Automation

Digital Finance Sector

Whether it’s Retail Banking, Commercial & Investment Banking, Universal Banking, Wealth Management, Brokerage, or Fintech: Digitalization and automation are crucial to enhancing efficiency and meeting regulatory requirements. Transform your financial institution with Axon Ivy.
Process automation in the finance sector
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Higher employee satisfaction

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Increased efficiency

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Cost savings

Overcoming Efficiency and Compliance Challenges

Banks and financial service providers are undergoing significant changes. The rise of fintechs is challenging traditional institutions, while persistently low interest rates add further pressure. To stay competitive, banks must boost efficiency across the value chain.

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"Thanks to the new application, we can now map change requests [...] in a central system. This makes the process transparent for everyone involved and significantly improves process quality."

Head of Business Consulting

LGT Financial Services

process automation in the finance sector

Axon Ivy: The Solution for Your Individual Challenges in the Digital Finance Sector

To meet evolving demands, a standard solution isn’t enough. Axon Ivy delivers tailored applications designed specifically for the digital finance sector.

Our platform enables you to efficiently digitize and automate processes—from customer onboarding and credit management to compliance reporting and back-office optimization.

Use Cases: Process Automation in the Finance Sector

Streamlining Customer Lifecycles

Axon Ivy optimizes the entire customer lifecycle through unified applications across all channels. This includes digital onboarding, change management, and automated offboarding.

For instance, an intuitive app allows for easy management of consultation services and appointments. Customers can request advisory services, the system schedules the appropriate advisor, and coordinates all necessary steps.

With Axon Ivy, you’ll exceed customer expectations, reduce service costs, and minimize risks.

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Credit, Financing, and Marketing Processes

Axon Ivy accelerates various credit and financing processes, including trade finance, mortgages, and more. We offer the flexibility to reduce operational risks while delivering exceptional results for your customers.

Additionally, financial institutions use Axon Ivy as a central platform for managing global marketing campaigns. Activities are planned, controlled, and documented without media disruptions. Budget management and payment processing are automated through the platform.

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Process automation in the digital finance sector

Back-Office Productivity

Axon Ivy also enhances productivity in the back office. Often, regulatory and GRC requirements, as well as marketing, HR, and administrative processes, are overlooked when boosting productivity. Policies and procedures are frequently recorded only in documents and spreadsheets.

Axon Ivy drives optimization in these areas as well: We ensure adherence to prescribed procedures, enable tracking of non-compliance, and handle exceptions.

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MORE THAN 750 COMPANIES AROUND THE GLOBE RELY ON AXON IVY
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Digital Finance Sector & More: With Axon Ivy

Whether integrating individual solutions into your end-to-end business processes or rapidly creating custom applications to stand out from the competition, Axon Ivy's automation platform helps you achieve operational excellence and deliver optimal customer experiences.

Axon Ivy combines extensive automation and digitalization capabilities, providing significant advantages over standalone solutions and other market platforms.

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Low-code process automation

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Accelerate time-to-market

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Seamless integration of external systems

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Focus on Customers and Core Processes

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Schedule a Free Consultation

Discover how Axon Ivy can transform your financial processes—schedule a free consultation today.
Axon Ivy enables financial institutions to tackle industry-specific challenges through digital transformation and process automation. Our tailored solutions enhance operational efficiency, speed, and flexibility in key areas such as customer service and regulatory management, helping companies stay competitive in a rapidly changing market.
Axon Ivy can streamline the digitalization and automation of  key processes such as customer onboarding, transaction management, loan processing, and compliance reporting. These optimizations result in faster workflows, reduced error rates, and enhanced risk management, ultimately improving overall operational performance.
Axon Ivy assists financial institutions in meeting compliance requirements through integrated monitoring and reporting features. Automated workflows and accurate documentation reduce legal risks and ensure adherence to all regulatory standards in the financial sector.
Axon Ivy boosts customer retention and the overall customer experience by empowering companies to create their own centralized customer portal. This user-friendly portal consolidates all customer interactions in one place, enabling seamless management of inquiries, accounts, and services. Through automation and digital transformation, financial institutions can offer personalized services and respond to requests more quickly, leading to significantly higher customer satisfaction and long-term loyalty.
Axon Ivy provides tailor-made solutions specifically designed for the financial sector, giving companies a competitive edge through process optimization and technological innovation. Our solutions enhance service quality and enable faster response times, helping financial institutions differentiate themselves effectively in a crowded marketplace.