Overview

FlowForma is a no-code, AI-powered digital process automation platform designed to streamline and digitize complex processes within financial services. Trusted by banks, insurance companies, accounting firms, and asset management organizations, FlowForma enables rapid transformation of paper-based and spreadsheet-driven workflows into efficient digital processes. Its AI features, including Copilot and Summarization, allow users to build and optimize processes swiftly. The platform's seamless integration capabilities ensure a connected experience across various business functions, enhancing productivity, managing risks, and elevating customer satisfaction.

Features and Capabilities

• No-Code Platform: Empowers business users to design and implement processes without coding knowledge.
• AI-Powered Tools: Includes Copilot for rapid process building and Summarization for efficient data handling.
• Seamless Integrations: Easily connects with existing systems, pulling data from multiple sources for a unified workflow.
• Automated Onboarding: Streamlines client, supplier, and fund onboarding processes, reducing manual tasks and errors.
• Regulatory Compliance: Assists in adhering to industry regulations through automated compliance processes.
• Risk and Portfolio Management: Facilitates efficient risk assessment and portfolio management through automated workflows.
• Document Automation: Automates document generation, ensuring consistency and reducing administrative workload.
• Mobile Accessibility: Offers a mobile app for on-the-go access to workflows and processes.
• Analytics and Insights: Provides real-time analytics for informed decision-making and process optimization.
• Governance and Compliance Modules: Includes features like audit trails and role-based access to support compliance requirements.