Banking Automation

The Banking Automation Software

… that lets you automate any non-core banking process without coding!

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experian
Banca Credito Emiliano logo
Gruppo ICCREA bank
Banca Profilo
Avvera Logo
Nexi Logo
Banca di Risparmio di Asti Logo
Banca Cambiano
sinergia banca

what you can do

Automate customer facing and back-office processes

... with a single No-Code process automation solution.

Customer Services

Provide your customer with a digital banking experience. Digital client onboarding, account opening, claims and more.

INFOSEC

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

Operations

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

Information Technology

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

Facility Management

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

Lending

Automate your lending processes from submission to funding. Send automatic status notifications and more.

Compliance

Automate processes following your procedures. Generate automatic audit trails and keep a close control on each step.

Human Resources

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

Legal

Case management, non performing loans, contract management, new customer requests.

A Banking Automation Software you can trust

Streamline full processes in hours or days instead of weeks or months.

Virtus Flow no code process automation engine

No Code Digital Process Automation

Improve your customer experience with fully digital processes.

  • Connect front office and back-office processes
  • Send automatic notifications to customers
  • Automatically assign applications/requests to staff members
  • Store and share information automatically
  • Eliminate data silos, and so much more…

Dynamic Forms Builder

Create, share & publish complex rule based forms and get rid of data entry forever!

Digitize and automate:

  • Loan applications
  • Surveys
  • Customer requests
  • Claims
  • Onboarding
  • Internal requests
  • Approvals, etc.
Virtus Flow dynamic forms modeler
Virtus Flow Digital Lending automation platform

Instant Digital Lending

Go from application to funding in as little as 10 minutes & close loans 10x faster!

  • No-Code fully customizable lending automation
  • Intuitive workflow modeler and powerful workflow automation (BPM)
  • Contract automation embedded
  • End to end integration with Experian credit bureau and API

WORK SMARTER

Certified eSignatures

Sign forms and documents in seconds. Add electronic signatures to documents generated from collected data thanks to our eSignature integrations.

Integrations

Low level standard and custom app integration available. Use our data wrapper to get the most out of your technology investment by integrating with the apps you currently use.

Banking Automation Software features

... that help you get more out of your technology investments.

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Virtus Flow workflow management dashboard

Process management dashboard

Know everything that is happening when it is happening!

  • Manage all your work and that of your team from a single place
  • Take action and start new workflows with a click
  • Keep track of tasks, requests, claims, documents and more

Secure document management

No more printing, scanning, searching in countless files and emails.

  • Automatically create, store and deliver information.
  • Filter and access documents in seconds with advanced filtering options
  • Access the last version of any document always
  • Generate documents from information entered in seconds
  • Keep information safe with ACL set up
Virtus Flow Document management dashboard
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Virtus Flow User Management dashboard

Simplified user management

Manage vendors, customers 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 data secure

What you get

... when using Virtus Flow to automate banking processes

Simplicity

Shorten your project time by 50-80%. Automate complex processes in days thanks to our user friendly automation features that simplify adoption of the tool.

No+ Data Silos

Use automation to improve communication across the bank and eliminate data silos. Keep information centralized and simplify data collection and management.

Superior UX

Speedier, simpler, frictionless digital processes. Better tracking, higher data security and superior organization.

No-Code

Automate banking processes in hours or days. Whether you are a LoB manager or IT expert, streamline time consuming manual tasks without writing a single line of code.

Cost Savings

Reduce your operation costs by shortening processing times, eliminating data entry, reducing time to search, share and store information, create contracts, and more.

Lower Risk

Mitigate risk with automatic audit trails, access controls to information and a more effective due diligence.

Testimonials

What customers are saying

"Before Virtus Flow the bank was using a mix of different tools, spreadsheets and repetitive tasks. We can now design and deploy new processes in days saving tons of hours and reducing our compliance complexity".
David Bartolini
COO, Banca Cambiano
"VF is a powerful digital process automation platform that is remarkable for its speed of implementation, thanks to the total absence of code, and the flexibility of integration with other systems via Web API".
Massimo Tecchia
Senior Manager, EY
"We are happy to partner with Virtus Flow. We were one of the first bank in Italy to digitize processes in few hours during the pandemic and now we are rolling out a full set of new tools to our users and customers in weeks.”
Massimo Foschi
COO, Riviera Banca
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Start automating your banking processes today!

Learn how to automate any process without writing a single line of code.

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Power your team with powerful tool

Other Products

Dynamic Forms

Automate all kind of rule & logic based forms completely code-free.

Ticket Management

A complete ticket management system to manage all requests with a click.

Project Management

A powerful tool to manage all your resources and have a full visibility on projects & tasks.

Digital Lending

A solution to help you close loans 10x faster with a fully digital customer journey!

Resources

We provide all of the tools and resources to help you get started quickly and without any headaches.

A great place to get the latest news and stay informed on everything that may be relevant to your business.

Learn how to automate business processes with practical tips and step by step guidance videos.