Financial Services Operations Software

With Pipefy, the scalable, robust, and secure workflow platform.

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  • Trusted by companies that want results

  • McDonald's
  • Unilever
  • EmblemHealth

Benefits of Pipefy, the process excellence platform

Reduce Risks and Costs

With automation, reduce manual data entry and human related errors across end-to-end processes.

Uncomplicated and Rapid Deployment

Our low-code platform enables easy integration with legacy systems. Deployment is easy and fast, no need place heavy demands on IT.

Increase IT Efficiency

Control SLAs: always know what's late or on-time, and better manage productivity.

No More Inconsistent or Duplicate Data

Centralize all your data in our secure database to prevent duplication and integrate with other systems to never miss a vital piece of information.

One Easy to Use Interface

Use our intuitive, easy to use platform and upgrade from the over-complicated interfaces of legacy systems.

Improve Customer and Employee Satisfaction

Easily manage tickets and claims using a ready-to-implement template, and automatically assign claim reviews for a speedy response time.

Key Process Templates for Financial Services

Make IT more efficient, speed up approval processes, and better engage customers with these Financial Services related templates.

Track and export information with reports

Find bottlenecks in your workflow and improve overall process quality by viewing data in customizable reports. Manage and track claims and export database information in the form of an organized report for periodic reviews.

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advanced features for financial services

Comprehensive data center and network security

Firewall infrastructure and management is provided by Heroku and Amazon AWS. Third party security testing of our service provider is performed by independent and reputable security consulting firms. Findings from each assessment are reviewed with the assessors, risk ranked, and assigned to the responsible team.

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servers at data center

Back-office processes automation

Easily integrate with legacy systems and automate tasks and processes that were previously done by manual data entry. Improve your efficiency and reduce human related errors with manual data entry across end-to-end processes.

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advanced features for financial services

Manage Time with SLA tracking

Create an accurate timeline and set the production pace by establishing service-level-agreements at every phase of your process. Financial Service employees can easily keep track of their performance with SLA labels for each of their assigned cards.

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Service level agreements on Pipefy

Secure and compliant database

Our process platform is built with a robust and secure database that is PCI Level 1 compliant. We work closely with our infrastructure service providers to ensure security measures such as DDos mitigations techniques are implemented, and we use Ruby on Rails security framework to limit exposure to OWASP Top 10 security flaws, such as SQL injection.

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advanced features for financial services

  • Trusted by companies that want results

  • Telefonica
  • GFK
  • Pfizer

Connect Pipefy with the apps you love

Achieve seamless workflow management integrating Pipefy with hundreds of apps using Zapier

pipefy integrations

“Pipefy revolutionized the way we see and build our processes at Accenture. Its flexibility and ease of use made us improve our productivity and quality of delivery in several processes and projects we manage.”

Improve the process quality of your Financial Service

Provide the tools your business needs to be more efficient and productive.

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