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Financial Service Automation

SECURE FINTECH INTEGRATION

Enable fintech partners to interact with internal banking systems without directly exposing core infrastructure.

SEE DEMO WORKFLOWS

What’s Happening?

In most banks today:

  • Fintech integrations are custom built
  • Each integration requires manual development
  • Security and access controls are difficult to manage
  • Operational processes often rely on manual workflows
  • Scaling fintech partnerships becomes complex and slow

Result:
This limits the bank’s ability to rapidly launch new fintech partnerships.

The Autom Mate Solution

Autom Mate acts as a secure orchestration and automation platform that sits between fintech partners and internal banking systems.

The platform provides:

  • A secure API access layer
  • Workflow orchestration across banking systems
  • Automated business process execution
  • Governance, monitoring, and audit capabilities
  • A foundation for AI-driven automation and intelligent workflows
Autom Mate enables banks to safely expose services to fintech partners while maintaining control over internal systems.

What you can automate with Autom Mate

Online Account Opening Automation

Automate and speed up online account opening with real-time KYC checking and exception handling. 
Libraries you can use:

CRM:

FINTECH:

Typical flow:

Custom or Fintech form filled by requester → details added to CRM system → application checked against KYC system → if passed goes to banking core → if failed flagged in CRM for follow up.
SELECT

Loan Origination Automation

Remove manual steps from loan origination processing for new and existing customers. 

Libraries you can use:

CRM:

FINTECH:

Typical flow:

Custom or Fintech form filled by loan requester → details added to CRM / checks if new or existing customer → new customer goes through KYC checking → existing customer passed straight to loan aproval processing → if failed flagged in CRM for follow up.
SELECT

Banking as a Service (BaaS)

Provide a secure API layer for Fintech integration and automated BaaS. 

Libraries you can use:

FINTECH:

Typical flow:

Fintech tools integrated for depost, loan and new business services → secure API integration with Autom Mate ‘Autom’ workflows → instant loan origination, real-time payments and account opening.
SELECT

Ready to automate KYC processes securely?

  • Comprehensive and accurate KYC checking
  • Eliminates errors, reduces cost and improves customer experience
  • Multiple levels of security and compliance including SOC2 Type 2
  • Reduced friction for customers
  • Reduced error rates
  • Improved customer/member awareness
  • More efficient & accurate business process

Automation That Feels Like Magic

Autom Mate makes automation fun (yes, really).

Drop your email and let the fun begin. ✨

View product integrations

Looking for a specific product integration? Head over to our integrations to learn more.