With increasing regulations and disruptive new business models, besides emerging FinTechs every day, it seems like the pace of change in the Financial Services Industry will never slow down.
GDPR Compliance Management
Court Case Management
Know Your Customer (KYC)
Account Manager Change
Risk Assessment & Scoring Engine
Raise productivity and efficiency for line of business and corporate operations
Get more effective loan management, syndication, and specialized programs
Automate processes like products introduction and targeting, campaign management, and deal initiation.
Manage digital and traditional channels to engage, on-board, and retain customers.
Improve process agility while ensuring compliance and mitigating risk
Turn compliance and business rules into automated processes to better manage risk by efficiently and consistently collecting, assessing and reporting across the organization.
No more incalculable hours of manual review. Speed up contract review with fully integrated workflows for regulatory transitions.
Your process, your rules.
What differentiates devolute.cloud from other vendors is the freedom to securely integrates all your existing apps and technologies, from AI extraction to databases.
The devolute.cloud low-code platform enables your team to turn great ideas into high-impact business applications, without the need to rebuild the process whenever something changes. In a fast pacing market as the financial sector, that really comes in hand.
Here are some financial workflows examples that you could start right now, powered by our integration with Zapier.
Create new activities in Redtail CRM for ScheduleOnce scheduled bookings
Add new Facebook Ad Lead leads to Redtail CRM
Send emails via Gmail when Google Sheets rows are updated
Create new Redtail CRM contacts for new PreciseFP clients and prospects
Generate Google Calendar events from new Google Sheets rows