Business Process Automation for Financial Services


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

case study

Commercial Lending Applications with K2

Industry: Financial

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

icon_carrot Read now
“We needed a solution that adjusted to the way we do business, and K2 was that solution.”
Golding Contractors Logo
DANNY KNUDSEN, BUSINESS SOLUTIONS MANAGERh6
Use K2 to build solutions for use cases like:
  • Client Management
    • Customer onboarding
    • Dispute resolution
    • Account management
    • Fund management
    • 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
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