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For MSPs and financial technology service partners

Connect the partner. Keep control of the process.

Build financial service workflows between fintech partners, CRM, verification services and banking systems. Reuse the orchestration approach while keeping each institution's checks, connections and decisions explicit.

Discuss your first service See an example ↓
Your service catalogueBuilt to repeat
A SERVICE YOU CAN OFFER

Account opening

01Collect information
02Check & review
03Create & confirm
✓ Application progressed with a clear audit trail
Customer ASystems & rules
Customer BSystems & rules
Customer CSystems & rules
ServiceNowSalesforce

Example service design · configure for each customer

A new partner should not mean starting every integration again.

Financial service delivery spans systems with different responsibilities. Requests must move between them, checks must complete and exceptions need an owner. A collection of connections alone does not define that service.

01

Account applications

Connect intake, verification and the next banking step.

02

Loan processing

Coordinate application data, checks and processing handoffs.

03

Partner service access

Expose defined workflows through an API integration layer.

From request to outcome

Account opening orchestration

A partner submits an application. The workflow records it, requests the configured checks and routes the result according to the institution's process.

Engage

Receive the application

Accept the form or partner request and add the details to CRM.

Govern

Apply the required checks

Use the connected verification service and the institution's decision rules.

Execute

Route the next step

Send a passing application to the configured core workflow; flag exceptions for follow-up.

Prove

Keep the process visible

Record the workflow status, check results and exception handoffs.

A reusable integration service, configured for each institution and partner.

What you productize

The service stays reusable.

Turn specialist integration expertise into a defined service offering. Autom Mate coordinates the workflow; the institution and its specialist providers retain their checks and decisions.

  • Service inputs and the outcome you promise
  • Workflow, approval and exception paths
  • A clear record of the work performed
What you configure

The customer stays individual.

Set up each customer’s environment before delivery.

  • Connections, credentials and data sources
  • Access, policies and approval owners
  • Completion checks and escalation routes

Start with one partner journey.

Bring the intake channel, systems and exception process. We will map a service with clear responsibilities.

Discuss your first service

Tell us about your service

Share the recurring work you would like to offer your customers. We’ll help you map the systems, approvals and outcome.