Case Study

Business Process Automation for Financial Services

Quickly build custom, integrated financial applications that increase speed and agility while improving risk management.

Commercial Lending Applications with K2

    • Reduced document approval time from one week to 2 hours
    • Lowered exception rates
    • Improved staff utilization
    • Reduced audit burden

Learn how Southwest Bank created custom, adjustable solutions while eliminating blind spots.

View Case Study
Business Process Automation for Financial Services

Use K2 to build solutions for use cases like:

  • Client Management
  • Customer onboarding
  • Dispute resolution
  • Account management
  • Fund management
  • Customer support/service
  • Customer & department self-service
  • Risk Management
  • Credit risk management
  • Default lifecycle management
  • Collections
  • Closing
  • Document Management
  • Loan origination
  • Records management
  • Billing
  • Spend/Expense Management
  • Binder approval
  • Purchase processing
  • CapEx/OpEx
  • Compliance
  • Interbank operations
  • Regulatory reporting
  • Internal auditing
  • K2's Ready-to-Go Apps
    Use our out–of–the–box, downloadable solutions to automate even faster:
  • Document review
  • Change management request
  • CapEx request
  • Ad hoc task management

Department Solutions

Also trying to solve departmental challenges within your business? K2 offers a deep set of use case solutions specific to your core functional areas.

  • Information Technology
  • IT asset request
  • IT issue report
  • IT service request
  • New distribution list request
  • System access request
  • Ad hoc task management
  • New hire onboarding/offboarding
  • Finance
  • Expense processing & claims management
  • CapEx request
  • Accounts payable
  • Accounts receivable
  • Invoice processing
  • Purchase request
  • Asset disposal
  • Budget approval
  • HR
  • Employee onboarding/offboarding
  • Performance management
  • Headcount & offer approvals
  • Payroll change approvals
  • Leave management
  • Time off request
  • Employee self-service
  • Job posting
  • Training request

Companies Around the World Use K2 to Automate FinServ Processes

  • Aegon
  • Bualuang Securities
  • First West
  • Metro Pacific
  • Sparebanken Vest

Experience K2 for Yourself

Try K2 Request a Demo

Improving CX with Agile Processes for Dummies

Learn how applications can overhaul your business processes and improve customer satisfaction.

Download Now

Top 5 Lessons from Automation Leaders

See how process automation trailblazers do it differently from their peers.

Download Now

Everything You Need To Build & Scale Process Automation

Modernize your manual processes. Never get boxed in.

Integrate with Anything

Connect to both legacy systems and new technologies quickly. Reusable integration points let you build once and deploy across your business.

Feature-Rich Forms

Create and publish forms in minutes. Advanced features mean you can customize for every need.

Workflow Without Code

Visual designers, reusable components and built-in logic help you automate faster.

Deeper Analytics

Get the real-time process insights and data visualization you need to pursue new opportunities and meet regulatory requirements.

Faster Apps

Build a solution in three steps or download ready-to-go apps.

Make Apps Mobile

Do business from anywhere, at any time, even when you're offline.

Security & Governance
at the Core

Maintain regulation and compliance standards through our comprehensive security and governance features.

Choice of Deployment

Choose from on-premises or cloud deployment to suit your business needs now and in the future.