Robotic Process Automation for Banking and Finance Industries

Reduce compliance costs, boost process efficiency and deliver flawless customer experience through smart automation


40% of financial organizations intend to increase spending on robotic process automation over the next year

RPA offers fast results - positive ROI can become apparent in weeks. Thanks to 24/7 process execution, high compliance with regulations, elimination of errors, improved security checks, and more, financial and banking services can be delivered at a lower cost and with higher efficiency, delighting customers. It’s no surprise that over 90% of banks already are or plan to begin accelerating digital transformation across their business services, while over 40% intend to use technology to improve efficiency.

Achieve top banking & finance industry goals with RPA

Improve process efficiency

Reach near perfect regulatory compliance

Automate KYC and AML processes

Deliver flawless customer experience

Solve the key challenges of the finance & banking industry

Maintaining regulatory compliance



In recent years, global banks have spent over $321 billion in fines for various regulatory failings. With compliance costs making up a large percentage of banks’ overall operating costs, compliance staff may in some cases be as numerous as front-office staff.


Meeting regulations with machine accuracy

AI and automation can help banks achieve much-needed sustainability. RPA workflows are characterized by high accuracy. In an environment where human error is no longer a factor, compliance with standards and regulations can be achieved with ease, and at a low cost.

Handling outdated systems



Legacy technology can lead to rising costs for banks, through complex systems of dependencies, low efficiency and expensive maintenance. Employees dealing with these issues cannot focus on their most important tasks, causing additional costs. Over 75% of bank executives cite manual processes and outdated systems as a major cause behind slow data handling.


Lowering the cost of legacy technology

RPA technology is easy to integrate with any system - it interacts with them the same way a human employee would - and offers solutions for more in-depth data analysis, faster communication exchange, better internal monitoring, forecasting, and risk management. All of this can happen automatically, in the background of core operations.

Improving customer experience



Customer onboarding for financial institutions can take a lot of time, involve a lot of data transcription, and require secure document verification. This makes the process vulnerable to human error, and not very pleasant or convenient for customers.


Building better customer onboarding

With RPA, manual data transfer can be largely eliminated from the process, which also deals with potential errors. This enhances overall data quality in the system, and speeds up both onboarding and account opening.

Key benefits of RPA for Finance and Banking

Improve security and control

Set up fast-response security controls, eliminate unauthorized access, and detect security issues before they become a problem.

Optimize costs

Take advantage of RPA’s high cost efficiency and fast ROI, saving 25-80% on current operating costs.

Speed up processes

Deploy a digital workforce that operates 24/7, 365 days a year, and doesn’t make mistakes.


“RPA can bring true positive change to banking and finance - and it has a very low barrier of entry. RPA solutions require almost no additional IT infrastructure and integrate easily with existing systems. They provide continuous execution, remove human error, simplify scheduling, reduce staff training costs, and much more. On top of that, RPA scales beautifully, which means that it can be introduced in a limited capacity for a test run, then applied to additional processes and workflows as needed.”

Lukasz Chojnowski, CEO at AnyRobot

Get started with AnyRobot

We will help you find the perfect starting point for introducing RPA at your organization.

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  • Talk to our Banking and Finance Specialist

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What can we automate for you?

AnyRobot provides you with the quickest time-to-enjoyment on the market. Schedule a demo with our team to learn what processes in your company can be delegated to robots.

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