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

See Pipefy’s ROI per the Total Economic Impact™ study

End-to-end AI orchestration—from onboarding to credit

Peer Insights: what customers say about Pipefy

“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.”

Reviewer: Management / Business Consulting

Company Size: USD 500M – 1B

Industry: Health and Biotechnology

“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.”

Reviewer: IT

Company Size: USD 30B+

Industry: IT

“A modern tool that meets all company needs and delivers quick solutions, supporting the creation and management of procedures.”

Reviewer: IT

Company Size: USD 500M – 1B

Industry: Financial Services

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.

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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.

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Security & Compliance Certifications

SOC1, SOC2, ISO 42001 and ISP 27001 + ISOS Compliance

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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.
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Product Security

  • Single Sign-On and 2FA
  • Password complexity
  • Uptime – 99.9%
  • LDAP permission management available.
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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.
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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.

We automated our credit pipeline and reduced processing time by 50%, with annual savings of R$1.9 million.

Servopa

“Our communication with each requester improved significantly. We provide a portal, send automatic email updates, and each manager can track status in a single place.”

Henrique Kusaba

Banking Operations Specialist

We eliminated manual tasks and reduced errors in Accounts Payable using AI agents.We eliminated manual tasks and reduced errors in Accounts Payable, achieving significant annual savings with AI agents.

Isaac

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.

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