“Pipefy is an easy-to-use and highly customizable platform. In addition to being implemented across my main processes, it has proven to be a scalable tool for other processes and teams within my organization.”
Trusted by market leaders
Why Financial Services customers choose Pipefy
Fast time to value
Turn financial operations into intelligent flows with AI Agents.
Implement risk and credit decision orchestration layers in weeks, not quarters. AI Agents take on tasks and support decisions, reducing SLAs and accelerating ROI from the very first flows.
Unified platform
Connect teams, legacy systems, and processes in a single platform
Centralize risk, credit, and compliance in a single orchestration layer. Pipefy connects data, documents, rules, and decisions in auditable workflows, eliminating silos across teams and systems.
Scalability
Grow without limits with continuous governance and performance
Scale volume and regulatory complexity without scaling headcount. With no-code and centralized governance, policies evolve safely, maintaining standardization and control even in high-growth operations.
Proven results:
Efficiency that powers your business
Forrester’s independent Total Economic Impact™ study demonstrated the financial impact Pipefy delivers in complex operations—including critical processes found in Manufacturing Processes.
Result 1
260%
Return on investment (ROI)
Result 2
40%
Reduction in process resolution time
Result 3
50%
Reduction in development time
Result 4
< 6 months
Average payback period
Exclusive Contents
See more-
WhitepaperFinancial Services Outlook 2025
Trends and action plan for finance leaders
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Webinar
Masterclass: Pipefy AI for Finance
Hands-on: AI applied to financial processes
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Guide
AI Agent Automation: Complete Guide
Step-by-step guide to AI agent implementation
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Product Update
Finance & Risk: smarter credit, risk, and collections
Pipefy updates in credit, risk, and collections
Peer Insights: what customers say about Pipefy
“Pipefy is a workflow tool we use not only as BPM, but also as an Intelligent Orchestration Platform, integrating multiple digital solutions (such as OCR and Artificial Intelligence) and legacy systems.”
“A modern tool that meets all company needs and delivers quick solutions, supporting the creation and management of procedures.”
The platform global leaders trust to innovate and scale.
Pipefy is one of the most respected platforms in the market, recognized by leaders
for its innovation, robustness, and operational impact.
With Pipefy, your data security is a priority
Pipefy is the only platform that combines process automation with integrated governance and enterprise-grade security, providing compliance by design, full auditability, and precise control over AI and sensitive data.
Security & Compliance Certifications
SOC1, SOC2, ISO 42001 and ISP 27001 + ISOS Compliance
Artificial Intelligence
- Your data is not used to train the AI.
The AI does not access your sensitive data. - “BYOLLM” (Bring Your Own LLM) / “Model-agnostic”.
Control your AI architecture. Zero-retention policy options for sensitive data.
Product Security
- Single Sign-On and 2FA
- Password complexity
- Uptime – 99.9%
- LDAP permission management available.
Governance, Visibility, and Monitoring
- Custom permissions, user groups, and service accounts.
- Admin panel – users, consumption, logs, connected apps, and more.
- Request management and application lifecycle management.
Leaders’ choice: AI and no-code for immediate results
With no-code workflows and AI Agents, companies accelerated operations, reduced costs, and gained more freedom so teams can focus on what really matters.
Frequently asked questions
If you need help, we’re here to guide and support you.
What does Pipefy automate in Financial Services operations?
Pipefy orchestrates end-to-end critical processes, including onboarding, KYC/KYB, risk analysis, consumer and business credit decisioning, formalization, and auditing. The platform centralizes data, documents, rules, and decisions in governed, auditable workflows—reducing rework and increasing operational predictability.
Does Pipefy replace credit or risk analysts?
No. AI Agents automate operational tasks, validations, and repetitive analyses. Strategic decision-making remains with analysts and managers—now with more context, standardization, and visibility to act more accurately and safely.
How does Pipefy ensure governance, compliance, and traceability?
All workflows run with explicit rules, decision records, audit trails, and SLA controls. Every step, document, and approval is logged in a single system, simplifying audits, meeting regulatory requirements, and reducing operational risk.
What is Pipefy’s time to value in Financial Services?
Pipefy delivers results in days—not months. The first workflows typically go live in 15 to 20 days, with visible efficiency gains, SLA reductions, and greater predictability from the first weeks—without relying on traditional development.
Artificial intelligence becoming real in your daily work
Only Pipefy combines simple setup, hundreds of integrations, governance certifications, and an incredible user experience for your teams—without overloading your technical staff.
