Build a New Operating Model for Financial Services with Intelligent Automation

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Learn how we’re automating SBA PPP loans with our partners Lateetud and Microsoft. This turn-key SaaS solution automates loan origination and forgiveness end-to-end, reducing time spent processing and approving loans from weeks to just a few hours.

SBA PPP Loan Solution in a Box

Intelligent Automation: Riding the next wave of change

Blue Prism has supported hundreds of financial institutions through the first wave of automation, driving up productivity and reducing costs. Our digital workers are already automating the processes that reduce productivity as a result of inflexible legacy systems and processes. But now a new wave of change is on the horizon, a digital workforce powered by technologies like artificial intelligence, machine learning and natural language processing. Working alongside your people, the Blue Prism digital workforce flawlessly carries out the thousands of mundane, repetitive tasks required to keep the wheels of finance moving forward. They operate 24/7, never make mistakes, and have a 100% audit trail to account for the work they’ve done.

With humans and digital workers working side by side, it means your human employees can now do what they do best, analyzing, innovating and building relationships with customers.

Greater regulatory agility

  • Automate new regulatory processes at speed
  • Implement changes to existing compliance and risk policies with ease
  • Proactively monitor performance for faster resolution of issues

Be robust in compliance

  • Achieve non-repudiation through automatic logging for an irrefutable audit trail
  • Provide regulatory reporting with 100% compliance
  • Carry out faster and more accurate system and process execution audits

Secure financial operations

  • Consistently and automatically monitor and maintain security tools
  • Robustly audit and enforce internal security policies to reduce risk
  • Identify and resolve fraudulent activity

Seamless customer journeys

  • Onboard customers faster with automated due diligence
  • Switch products and services friction-free
  • Deliver multi-channel and self-service options to meet customer expectations
Select a business function
Regulation and compliance
Regulation and compliance Operations Financial crime Customer experience

Comply and adapt to changing regulation with ease

Financial institutions are dealing with a whole raft of regulation and compliance requirements. And, the rapidly changing digital landscape is raising questions about the use and ownership of data. It's increasing the complexity and volume of data to be collected, cleansed, processed and used. With banks operating and reporting under the scrutiny of their board, internal audit and the regulators, there is no room for human error.

Compliance monitoring and reporting

Generate financial reports automatically through the extraction and configuration of data across multiple platforms.


Blue Prism automates the reconciliation of trading and accounting platform data by extracting and reconciling across multiple platforms.

AML compliance

Digital workers can connect multiple customer contact systems, while cleansing and maintaining customer records to meet anti-money laundering compliance requirements.

Greater productivity across operations

Financial services organizations have used automation for many years to drive down costs through greater efficiency. Enabling technologies such as OCR, AI and machine learning mean that intelligent automation is now playing a more strategic role in changing the way they manage their operations.

Trade processing

Blue Prism automates manually intensive processes requiring reconciliation across front, middle and back offices. Digital workers retrieve data from multiple systems. They can then perform rules-based aggregation, reconciliation and compilation of the data, taking actions to resolve simple breaks. By using decision engines, they can take more complex decisions on matching criteria, identifying and resolving more complex breaks.

Loan applications

Digital workers automate the review and approval of loan applications, increasing application processing bandwidth and revenue opportunities. Customers get 24/7 access to applications and real-time answers to their financial questions.

Card management

End-to-end automation of credit card management processes, including upgrade, replacements and loyalty points.

Minimize the risks

Criminals deploy ever more sophisticated ways to defraud financial services organizations. Despite significant investment in areas such as Know Your Customer (KYC) and anti-money laundering (AML), traditional banks with disparate legacy platforms and processes can find it difficult to scale to meet these challenges. Using new technologies such as AI and ML, Blue Prism digital workers perform checks round the clock ready to detect and anticipate financial crime across all channels.

Payments clearing

Automated management and monitoring of customer requests for outbound payments prevent fraudulent money transfers.

Anti-money laundering

Monitoring customer transactions across all systems to identify money laundering activity. A Digital Worker receives suspicious transaction alerts from an analytics tool, creates and populates a case file, extracts data from multiple bank records, contacts the customer for information, identifies the suspected fraud and presents the case to a human worker for decision.

Deliver a digital omnichannel experience for customers

Customers now expect a multi-channel, self-service digital experience where onboarding is fast, switching is easy. FinTechs are designed from the ground up to provide fast, differentiated and attractive new services to customers. Traditional banks use Blue Prism to respond to the challenge, while still operating with legacy processes, unstructured data models and old-world infrastructure.

Intelligent contact centers

Automate time intensive tasks and allow agents to focus on providing a high-touch, high quality experience for financial services customers.

Customer onboarding

Enable new customers to open a bank account and apply for additional products in minutes with automated KYC, AML checks and affordability calculators.

Loan application

Process 99% of loan applications the same day by using automation to extract data from multiple legacy platforms.

Mortgage calculator

Use automation to reduce the time taken to provide a customer with a mortgage calculation from days to minutes.

Want to know more?

We support your business across its functions. Discover the benefits of RPA applied to your challenge in the financial services sector.

Why Intelligent Automation?


  • Comprehensive, irrefutable audit logs
  • End-to-end object & process change history
  • System & process execution audits
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  • Re-usable & shareable objects/processes
  • Many-to-many process assignment
  • Processes in parallel
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Rapid Deployment & Methodology

  • Process Discovery
  • Robotic Operating Model (ROM®)
  • Success Accelerator
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Security & Access Control

  • Veracode Verified Continuous
  • Decoupled build & run
  • Disk level encryption & data masking
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Performance & Stability

  • Database layer resilience
  • Supports hybrid-cloud infrastructure
  • More productive & efficient
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Intelligent & Extensible

  • Drop-in AI skills from DX
  • AI Labs & Innovation Center
  • Data Gateways
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Reimagining Business Loan Processing with Intelligent Automation

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Free the People

Becoming an agile enterprise means operating as a seamless mix of digital workers, human workers, and systems dynamically automating processes everywhere from the back office to the customer experience. You can do this with Blue Prism's intelligent digital workers that are versatile, autonomous, self-organizing, and secure. As a result, you gain better insight and control over the work, create new and transformative ways to operate, and empower people to focus on work that truly matters.

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