RPA in Banking, Finance and Accounting Operations

Robotic Process Automation is a revolutionary technology poised to revolutionize the banking, finance, and accounting industries. RPA automates a wide array of repetitive and manual tasks, freeing employees to focus on more strategic and value-added activities.

43% Of banking processes can be automated


Of banking processes can be automated

50% Enterprise have saved >1 million from automation


Enterprise have saved >1 million from automation

60% Financial firms have established AI+RPA in their operations


Financial firms have established AI+RPA in their operations

Scale Your Business with RPA!

Implement RPA in your banking business operations. Get ahead with unmatched business stability and growth with RPA.

Streamline Your Operations with Our RPA Services

We automate repetitive and time-consuming processes to help you keep your clients contented and employees happy. Here's what we automate:

  • Collection process
  • Data extraction, processing, and migration 
  • Lending process
  • Monitor and assess credit risks
  • Credit card processing
  • Fraud analysis and alert case management
  • Account payable and receivables 
  • General ledgers

RPA Use Cases for Banking and Finance

Robotic process automation (RPA) is a powerful tool that can help financial services businesses automate repetitive tasks, improve accuracy, and reduce costs. RPA software robots can mimic human actions to perform tasks such as data entry, data extraction, and process automation.
Here are some of the most common use cases for RPA in financial services:


Loan approval process

RPA can automate the tedious and error-prone task of loan underwriting, including data entry, document verification, and risk assessment.


Fraud detection and prevention

RPA can monitor transactions for suspicious activity and automatically trigger alerts or initiate investigations.


Regulatory compliance

RPA can automate tasks such as report generation and audit log tracking to help businesses comply with complex financial regulations.


Anti-money Laundering

RPA can categorize high-risk accounts, and flag any suspicious activity based on the set business rules and business logic.


Streamline account closures

RPA can automate the closure of inactive accounts, such as credit and debit cards.


Loan preparation

RPA can group and prepare loans for securitization, which can help to reduce costs and improve efficiency.


Priority management

RPA can prioritize incoming customer inquiries and route them to the appropriate team members.


KYC processes

RPA automates KYC processes, like customer data verification, customer risk assessment, and customer information screening.


Report generation

RPA bots can collect data from multiple sources, validate it, format it in a clear and concise way, and automatically send reports to stakeholders.


ACH stop payment

RPA can automate the ACH stop payment process, which can help businesses prevent any fraud transactions from being processed.



RPA can automate the reconciliation of accounts and transactions, which can help to improve accuracy and reduce the risk of errors.


Payroll information management

RPA can automate payroll tasks, such as employee record updates and payroll payment processing.

Experience the Power of RPA with Signity Solutions

Our team of seasoned technologists, RPA consultants, and business analysts work together with certified RPA developers to deliver solutions that are tailored to your organization's unique needs and goals.


Compliance and Security

Our Automation is built on a foundation of compliance with ISO, SOC, and all applicable regulations


Budget-Friendly Automation

We offer competitive rates for RPA automation, helping you maximize ROI from the development phase.


Top RPA Consultants

Our competent RPA developers dwell with technical knowledge and business expertise.


Competence at its Core

We do what we are best at - Robotic process automation is our passion and core competence.

80% of Leaders in the Financial Sector are Already Using RPA

It's time to leverage RPA for your growth. Get in touch today and our RPA experts will guide you through the process.

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Frequently Asked Questions

Have a question in mind? We are here to answer.

How can you help us optimize project costs? icon

We can help you optimize the project cost of your financial software development project. We do this by:

  • Understanding your business requirements to define an optimal feature set for your finance solution. This helps us avoid packing your solution with unnecessary functionality, which sometimes drives up costs.
  • Establishing an iterative approach to software development. This means we introduce essential features first, so you can start to see the benefits of your investment sooner.
  • Relying on proven frameworks, platforms, and ready-made components where possible. This streamlines custom software development and also saves on cost.

How RPA helps in account payable? icon

RPA helps in automating mundane, time-consuming, and repetitive accounts payable and accounts receivable tasks, freeing up your professionals to focus on more strategic and critical thinking tasks.

What is the future of RPA in banking and finance? icon

Undoubtedly, RPA enhances employee productivity and minimizes operational costs, eliminating the need for manual intervention. This is one of the key reasons for the high adoption of RPA in banking and financial services, leading to a significant surge in the RPA market to grow by 38.2% from 2022 to 2030.

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