Financial Institutions

Enable an end-to-end customer journey and future-proof your financial institution.

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 Digital Process Automation Software for Financial Institutions - Financial Institutions

Digital Process Automation Software for Financial Institutions


Leverage our financial services-specific solutions, built on a digital automation platform with low code capability, to streamline your end-to-end operations, achieve faster turnaround times, and stay on top of regulations. Empower your employees with intelligent, agile processes and ensure enough scalability to accommodate your institution’s evolving needs.

eBook

Shaping Customer Journey in Banking

There are four key components that make up an engaging and connected customer journey. Read this eBook to learn more.

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Success Stories

Credit offers in less than 1 minute - Financial Institutions

Credit offers in less than 1 minute
Qander Consumer Finance leverages Newgen’s automation platform to transform and automate their banking processes,...
End-to-end automation of loan origination process - Financial Institutions

End-to-end automation of loan origination process
John J. Smith, EVP and Chief Information and Administrative Officer, talks about using Newgen’s solutions to automate...
50% reduction in costs - Financial Institutions

50% reduction in costs
Nancy Foster, SVP and Credit Administrator, talks about using Newgen’s solutions to digitally transform BNB Bank’s...

Solutions for Financial Services Industry

Account Opening
  • Unified Platform for All Banking Products
  • Omnichannel and Personalized Onboarding Experience
  • Information Capture and Upload
  • Customer Verification and Risk Management
  • Activity Tracking and Monitoring
  • Seamless Integration with Third-party Systems
  • Customer Onboarding Activities
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Account Opening - Financial Institutions
Lending
  • Consumer / Retail lending
  • Commercial lending
  • Small business lending
  • SBA lending
  • SME lending
  • Mortgage lending
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Lending - Financial Institutions
Trade Finance
  • Multi-channel trade process initiation
  • Straight-through processing
  • Loan limit availability check
  • Streamlined online operations
  • Cost reduction and scalability
  • Trade process monitoring and reporting
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Trade Finance - Financial Institutions
Payments
  • Check Truncation System (CTS)
  • Signature Verification System
  • Automated Clearing House
  • Post Date Check Management System (PDCMS)
  • Mobile Check Capture System
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Payments - Financial Institutions
Compliance and Reporting
  • FATCA Compliance
  • Common Reporting Standard
  • Wealth Management Reporting
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Compliance and Reporting - Financial Institutions

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Case Study: A Middle Eastern Bank Transforms Retail Lending Process with Newgen

Case Study

A Middle Eastern Bank Transforms Retail Lending Process...

The bank is a leading financial institution in the Middle East, with nearly four decades ...

eBook: Implementing a Lending Solution

eBook

Implementing a Lending Solution

As a business leader in the financial services industry, you want to streamline your lending ...

Case Study: A Leading Public Sector Bank Transforms its Leads Management System with Newgen

Case Study

A Leading Public Sector Bank Transforms its Leads...

Download the complete case study to learn how the client increased efficiency by adopting a ...

Case Study: A Leading Middle Eastern Bank Modernizes its Commercial Loan Origination Process with Newgen

Case Study

A Leading Middle Eastern Bank Modernizes its Commercial...

The client is one of the leading Islamic banks in the Middle East. It offers ...