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Financial Services Automation

Process Automation You Can Take to the Bank.

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Financial Services Software

Are your financial services meeting rising expectations and industry standards?

Inflation, increased rates, and market volatility contribute to customer anxiety. Give the very best in customer care and raise the bar for the competition with automated solutions:

Creative & Innovative Solutions

With a trusted partner like KeyMark, implementing automation into your business has never been more easy or effective.

Data Capture

Capture and index structured and unstructured data with cutting-edge AI algorithms — whether emailed, scanned, or faxed.

Data Capture

Capture and index structured and unstructured data with cutting-edge AI algorithms — whether emailed, scanned, or faxed.

Forms & Document Automation

Fully customize PDF and HTML documents and forms, or capture signatures digitally to reduce process lag times.

Forms & Document Automation

Fully customize PDF and HTML documents and forms, or capture signatures digitally to reduce process lag times

Automated Workflow

Quickly route information through the touchpoints of a process. Auto-send reminders to ensure tasks are approved, signed, or completed on time.

Automated Workflow

Quickly route information through the touchpoints of a process. Auto-send reminders to ensure tasks are approved, signed, or completed on time.

Document Management

Centralize critical documents in a single repository. Prevent documents from being lost or misplaced with search, track, and manage features.

Document Management

Centralize critical documents in a single repository. Prevent documents from being lost or misplaced with search, track, and manage features.

Case Management

Take on complex, multi-threaded cases with advanced customization of workflow capabilities.

Case Management

Take on complex, multi-threaded cases with advanced customization of workflow capabilities.

RPA in Financial Services

Automate manual and highly repeatable tasks and redirect staff to focus on activities that add value to your financial institution.

RPA in Financial Services

Automate manual and highly repeatable tasks and redirect staff to focus on activities that add value to your financial institution.

Explore automation in your vertical

Every vertical benefits from financial service automation in different ways. Select your vertical to see the specific use cases.

Audit & Compliance

Credit Unions

Lending

Retail Banking

Wealth Management

Audit & Compliance

Credit Unions

Lending

Retail Banking

Wealth Management

Why Partner with KeyMark?

25+

Years of Expertise

95%

CUSTOMER SaTisfaction Score

84

Net Promoter Score

LIFETIME

Implementation, Training, Support

Don't just take our word for it...

“In the past, document capture used to take up to two hours a day, and documents used to be handled by an operator three to five times. Today, it takes 10 minutes and they’re touched just once—a reduction of up to 80 percent.”

Vice President of Operations TechnologySafe Guard Products

“More staff are now working on outbound customer calls, and we are able to quickly identify customers in financial difficulty and proactively call them to discuss their accounts.”

Joanne Masters Business Systems Manager, The Co-Operative Bank

“I look at our KeyMark team as my mentors. They are always willing to teach me exactly what they did to fix the problem. I am so happy that KeyMark is our first line of support!”

Sarah AmiesAmerican Credit Acceptance

“We have accelerated the data extraction, transformation and delivery process by about 90. The entire process is much more user-friendly –– our people no longer have to spend hours visiting different websites to collect information or spend time formatting and consolidating that data”

Andreas HeizmannSenior Consultant, Farmer

Automation enables seamless transition among financial institutions.

Process EoBs with IDP for clearer patient data and faster results.

Eliminating the burden of EoBs

Leveraging IDP eliminates confusion and delays associated with processing EoBs by hand, including fewer keying errors, accurate coding, clear access to relevant data, and rapid organization/integration with core systems. Improving patient care Great patient care goes beyond bedside manners, but payment denials and delays to services rendered is frustrating to

AI agents are a combination of RPA capabilities with AI intelligence.

Understanding Agentic AI, or AI agents

Where RPA bots require a hard set of pre-determined rules at every step along a task, Agentic AI requires a goal and figures out the rest. Breaking the rules Once ground-breaking and cutting-edge technology, robotic process automation (RPA) has reached the end of the line on Gartner’s hype-cycle. Today, RPA

45% of businesses are paperbound in 2025. Get digital with intelligent capture.

Let’s get digital. Capture and AI readiness in 2025.

There’s not much use clamoring to provide Gen AI experiences when many processes are still paper-based. Are you bound to paper in 2025? A survey from Q4 2024, published in Market Momentum Index; AI and Unstructured Data Management, took accounts from 500 US-based organizations. The study explored AI readiness and

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