Agentic automation for banking and financial services
Only UiPath offers the trusted, enterprise-grade platform to orchestrate agentic AI at scale.
Agentic automation for banking and financial services
Clients, onboarded. Loans, originated. Trade exceptions, resolved.
From onboarding to exception handling, agentic orchestration clears the path—so your teams can focus on impact, not inefficiency.
20 to 60%
higher credit analyst productivity leading to faster credit decisions
McKinsey, 2024
99%
faster time to value
Deluxe, 2024
$800,000
saved from fraudulent checks in 6 months
Suncoast Credit Union, 2024
Blog
Understand and extract financial services documents
The evolution of IDP: Unlocking unstructured and highly complex documents.
Transform and innovate with leading agentic automation technology
Financial services firms around the world use the UiPath Platform™ to operate better, innovate faster, and improve their most critical functions.
Boost efficiency
Cut operational friction with end-to-end automation throughout the enterprise.
Manage risk effectively
Strengthen your risk posture with data insights and near-elimination of error.
Innovate with success
Turn unstructured data into powerful insights and personalized client experiences.
In a world of point solutions, the UiPath Platform does it all.
Banking automation solution areas
Explore real automation areas and use cases relevant to your organization
- Lending
- Customer experience
- Cards and payments
- Risk and compliance
Inefficient lending cycles? We can lend a hand.
Using AI, automation helps shorten the lending cycle by processing documents, automating mundane tasks, and giving employees a digital assistant.
Business use cases:
Origination
Loan processing
Underwriting
Funding
Administration and monitoring
Default management
Give customers the info they need, via the channel they prefer.
Discover smarter self-service customer journeys, and equip contact center agents with data that dramatically lowers average handling times.
Business use cases:
Account maintenance
Data extraction
Customer support
Onboarding and account setup
KYC and due diligence
Fees and chargebacks
Account closure
Cash deposit/withdrawal
Tamp down fraud, speed up dispute resolution.
Find value in overlooked disputes by automating the classification and management of chargebacks and dispute resolutions.
Business use cases:
Prospecting and applications
Processing and approvals
Payments and settlement
Collections and servicing
Dispute and fraud management
Network management
Ensure compliance with an always-on auditing machine.
Pivot away from periodic controls and towards continuous testing. Automation frees auditors from tedious data extraction so they can focus on what they do best: analyzing results.
Business use cases:
KYC and client due diligence
Transaction monitoring
Screening and alerts management
Risk monitoring
Reporting internal/external
More to explore in agentic automation for banking
Agentic AI Summit testing breakout
UiPath and State Street discuss agentic testing—the next evolution in software testing—with UiPath Test Cloud.
