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.

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“We needed a solution that adjusted to the way we do business, and K2 was that solution.”
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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