SME Onboarding | Banking, Insurance, Utilities

inSTREAM – Automated Invoice Processing

by Celaton

5

Automatically capture and extract data, verify, validate and deliver structured data to Line of Business Systems.

Free

by Techaroha Solutions Private Limited

Business Loan Processing Automation

37

Business Loan requires analysis of the Balance Sheet to extract information like Balance Sheet, Cash Flow Statement, P&L and notes to account to give credit rating. All can be automated using UiPath

Free

UiPath KYC (Ultimate Beneficial Owner) Accelerator

5

Accelerator extracts ultimate beneficial owners from SEC Def 14A (Proxy documents), runs these list of owners through sanctions screening and politically exposed person (PEP) checks.

Free

Customer Verification and Onboarding

1

This is a Solution Accelerator developed specifically for Customer Verification and Onboarding automations in SAP, where vendors are checked against OFAC and USPS systems.

Free

Solution for Bank Account Creation Using OCR

by Eclatprime Digital

0

Eclatprime's Automatic Bank Account Creation solution digitizes customer application forms by implementing intelligent document processing and creating application records for bank officials to review

Free

Robonomics AI Onboarding Platform

by Robonomics AI

7

Automated provisioning and deprovisioning of accounts in any system using RPA

Free

UiPath Financial Spreading for Banks Accelerator

9

Amplify your credit analysis teams and close more business loans using auto extraction from Financial Statements

Free

Know Your Customer AI

27

KYC 1 automatizes the onboarding and monitoring process of KYC for financial institutions by using reliable, independent source documents and data about the clients registered in UK and France

Free

IAM Onboarding / Offboarding

21

Create an automated interface for resource onboarding and offboarding processes with minimal human involvement.

Free

Know Your Customer

1

The contents of this solution can be seen as a technical blueprint, a starting point for a complete Know Your Customer Processing Automation, that is meant to be modified, refactored and customized.

Free

UiPath Home Mortgage Accelerator for Banking

7

Home Mortgage Processing Accelerator will Automate steps in Loan Application Processing for a retail salaried prospect

Free

Partner Solution

Intelligent Mortgage Processing

by qBotica Inc

The Intelligent Mortgage Solution classifies consolidated mortgage documents into specific document types, extracts data, and feeds it into the Mortgage Application.

Paid

inSTREAM – Automated Invoice Processing

by Celaton

5

Automatically capture and extract data, verify, validate and deliver structured data to Line of Business Systems.

Free

by Techaroha Solutions Private Limited

Business Loan Processing Automation

37

Business Loan requires analysis of the Balance Sheet to extract information like Balance Sheet, Cash Flow Statement, P&L and notes to account to give credit rating. All can be automated using UiPath

Free

UiPath KYC (Ultimate Beneficial Owner) Accelerator

5

Accelerator extracts ultimate beneficial owners from SEC Def 14A (Proxy documents), runs these list of owners through sanctions screening and politically exposed person (PEP) checks.

Free

Customer Verification and Onboarding

1

This is a Solution Accelerator developed specifically for Customer Verification and Onboarding automations in SAP, where vendors are checked against OFAC and USPS systems.

Free

Solution for Bank Account Creation Using OCR

by Eclatprime Digital

0

Eclatprime's Automatic Bank Account Creation solution digitizes customer application forms by implementing intelligent document processing and creating application records for bank officials to review

Free

Robonomics AI Onboarding Platform

by Robonomics AI

7

Automated provisioning and deprovisioning of accounts in any system using RPA

Free

UiPath Financial Spreading for Banks Accelerator

9

Amplify your credit analysis teams and close more business loans using auto extraction from Financial Statements

Free

Know Your Customer AI

27

KYC 1 automatizes the onboarding and monitoring process of KYC for financial institutions by using reliable, independent source documents and data about the clients registered in UK and France

Free

IAM Onboarding / Offboarding

21

Create an automated interface for resource onboarding and offboarding processes with minimal human involvement.

Free

Know Your Customer

1

The contents of this solution can be seen as a technical blueprint, a starting point for a complete Know Your Customer Processing Automation, that is meant to be modified, refactored and customized.

Free

UiPath Home Mortgage Accelerator for Banking

7

Home Mortgage Processing Accelerator will Automate steps in Loan Application Processing for a retail salaried prospect

Free

Partner Solution

Intelligent Mortgage Processing

by qBotica Inc

The Intelligent Mortgage Solution classifies consolidated mortgage documents into specific document types, extracts data, and feeds it into the Mortgage Application.

Paid

inSTREAM – Automated Invoice Processing

by Celaton

5

Automatically capture and extract data, verify, validate and deliver structured data to Line of Business Systems.

Free

by Techaroha Solutions Private Limited

Business Loan Processing Automation

37

Business Loan requires analysis of the Balance Sheet to extract information like Balance Sheet, Cash Flow Statement, P&L and notes to account to give credit rating. All can be automated using UiPath

Free

UiPath KYC (Ultimate Beneficial Owner) Accelerator