501e490e-9306-4375-961d-604006da1cbd.png

b5da81bf-e46e-4338-adc6-f7f1a7117679.png

Itransition is a global multi-technology service provider with ***27 years of experience*** delivering digital transformation and automation solutions in various domains - Healthcare, Finance, Automotive, Telecom, Retail, Hi-tech, Media & entertainment, Education, Oil & gas, Real estate, Public sector, Manufacturing.

As a **UiPath partner** since 2021, we have developed a mature, proven automation approach and well-established development processes in Banking & Finance domain:

- Scalable solutions combining Agents and RPA to optimize processes, cut costs, and maximize efficiency.
- Industry-specific solutions that are ISO 27001 and GDPR compliant, with end-to-end data encryption, secure access controls, and full transparency for regulatory audit.

**Processes we automate:**

Lending:

- Origination
- Loan processing
- Underwriting
- Funding
- Administration and monitoring
- Default management

Customer experience:

- Account maintenance
- Data extraction
- Customer support
- Onboarding and account setup
- KYC and due diligence
- Fees and chargebacks
- Account closure
- Cash deposit/withdrawal

Cards and payments:

- Prospecting and application s
- Processing and approvals
- Payments and settlement
- Collections and servicing
- Dispute and fraud management
- Network management

Risk and compliance:

- KYC and client due diligence
- Transaction monitoring
- Screening and alerts management
- Risk monitoring
- Reporting internal/external

**Automation Capabilities:**

- Document Understanding for reading documents like invoices, account statements, loan applications, payment confirmations;
- Integration with systems like Finastra, Temenes T24, FIS, Infosys Finacle and other core Banking & Financial systems, including legacy systems.

**Services Provided:**

1. Licensing: We supply UiPath licenses to fit your needs, ensuring the best possible terms as a UiPath partner.
2. Consulting: Our experts assess your processes, identify automation opportunities, and design solutions. We also provide insights into marketplace solutions and recommend ready-made options.
3. Development: We build, deploy, and maintain custom agentic automation and RPA workflows. Our team specializes in both, enabling us to implement solutions for complex processes.
4. Pre-built AI-powered Agents: for the processes listed above we provide ready-made agents, that can be customized.

Itransition is your UiPath automation vendor with AI/ML expertise, industry focus, and 24/7 support to maximize automation ROI and accelerate digital transformation.

Visual Basic

Itransition is your UiPath automation vendor with AI/ML expertise, industry focus, and 24/7 support to maximise automation ROI and accelerate digital transformation.

Banking & Finance Agentic Automation