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Loan origination is one of the most critical processes in retail and corporate banking, but it is often slowed down by manual document reviews, multiple hand-offs, and regulatory checks.

This app provides banks with complete transparency across the entire loan origination lifecycle – from initial application to final disbursement. By connecting data from core banking systems, document workflows, and compliance tools into UiPath Process Mining, financial institutions can identify where delays, rework, or compliance risks occur.

The result is faster decision-making, improved compliance, and a significantly better customer experience. The app is designed for operations managers, compliance leaders, and transformation teams seeking to shorten cycle times, reduce operational costs, and boost loan approval rates.

**Note:** The demonstration and walkthrough are free of charge.

Analyze and optimize loan origination processes in banking to improve efficiency, reduce risk, and accelerate approvals.

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Client onboarding remains a key differentiator in banking and insurance, where the balance between fast account setup and strict regulatory compliance can be difficult to maintain. This app uncovers how onboarding journeys actually unfold, highlighting where customers encounter friction – whether in KYC verification, document submission, or account activation.

By integrating CRM, compliance, and core banking system data into UiPath Process Mining, banks gain a clear picture of customer onboarding times, rework loops, and potential risk exposures.

The app empowers onboarding managers, compliance officers, and process improvement leads to streamline customer experiences, reduce time-to-revenue, and improve adherence to KYC and AML regulations.

**Note:** The demonstration and walkthrough are free of charge.

Enhance the client onboarding by identifying bottlenecks and accelerating KYC and account setup.

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Premium collection and allocation is at the heart of every insurance company’s financial health, yet many insurers still face challenges in tracking incoming payments, reconciling accounts, and ensuring timely allocation.

This app provides insurers with **deep visibility into premium-related processes** by consolidating data from policy administration systems and finance ledgers. With UiPath Process Mining, insurers can **identify missed or late payments, track allocation bottlenecks, and uncover reconciliation issues** that often remain hidden in traditional reporting.

The solution is targeted at finance controllers, operations managers, and transformation leaders seeking to improve efficiency, enhance accuracy, and reduce revenue leakage.

**Note:** The demonstration and walkthrough are free of charge.

Optimize insurance premium collections and allocations to reduce leakage and improve reconciliation.

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Capital markets operations handle vast transaction volumes under tight timelines, making efficiency and compliance absolutely critical. Settlement failures, manual reconciliations, and regulatory reporting requirements often create costly delays and risks.

This app provides back-office teams with **real-time visibility into the trade lifecycle** – from execution through settlement and reconciliation. By connecting trading, settlement, and clearing data into UiPath Process Mining, firms can track settlement timelines, highlight exceptions, and identify process inefficiencies.

The app is tailored for operations leaders, compliance teams, and risk managers who need to reduce cost, ensure regulatory adherence, and strengthen operational resilience.

**Note:** The demonstration and walkthrough are free of charge.

Improve efficiency and compliance in capital markets back-office operations with process mining.