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Integrated platform for Financial Services
Vision Fintech is designed to unify disparate systems within financial institutions and accelerate the delivery of new functionalities. By acting as an integration layer and a rapid development environment, it enables organizations to bring new digital services to market significantly faster — without the need for complex coding or lengthy development cycles.
Each solution we implemented has been distilled into dedicated, purpose-built applications, allowing for flexible deployment, rapid customization, and seamless integration across various financial institutions.
Better align with shifting consumer behaviors and expectations leveraging employee’s modern way of work with agile and complex platform enabling easy build new application or integrate existing platforms and legacy systems into unified application.
Process Automation and Digitalization
Join the future of banking with a solution that’s designed to enhance efficiency, reduce costs, and deliver exceptional service. Trusted by banks worldwide, our software is the catalyst for transforming your operations and achieving digital excellence.
Vision Fintech is a modular platform tailored for the financial services industry, built on a robust Business Process Management (BPM) and no-code foundation.
Specific Applications: RTS Anti-money laundering
The effective management of negative information (e.g., anti-money laundering) which is associated with the clients, linked to clients and their associated activities:
- Negative Information Management
- Customer identification
- Negative data
- History
- Identifying clients at risk
- Management of decisions and recommendations
- Dashboards and reporting
Employee Conformity
Simplifies the management of employee conflict of interest declarations.
This module ensures employees understand regulatory requirements, remain accountable, and that the organization has effective mitigation strategies in place to address compliance risks.
- Management of the declaration completion process
- Automated declaration generation
- Fill-in process management
- Employee Collaboration
- Analyze employees' noncompliant sections
- Management of decisions and recommendations
- Dashboards and reporting
SME Sales Automation
A SFA tool specifically designed for the banking industry, tailored to meet the needs of SMEs.
Automated activities:
- Management of leads and existing clients
- Integrated Management of a user's activities
- Dashboards and reporting
Corporate payroll agreement platform
Oversee the salary payment agreements of the bank client's employees through the Bank, including SME-related details, agreement/convention specifics, service costs, fees, discounts, available products, and additional facilities.
Workflows automation
Automate your daily processes with RPA, AI and BPM:
- Time Tracking and Billing Automation
- Documents generation
- Settlement/ reimbursement automation
- Purchase to pay
- Invoice Automation
- Contract Management
- Electronic documents signature
- Enterprise Budget Management
Special features
Modular No-Code Architecture
Built on a modular BPM and no-code foundation, Vision Fintech lets institutions design, configure, and deploy tailored financial solutions—like ant‑money laundering, sales automation, and contract management
Risk & AML Intelligence
Includes specialized tools for managing negative information, identifying high‑risk clients, executing compliance decisions, and generating regulatory dashboards and reports
Employee Compliance Management
Automates the creation, distribution, and monitoring of conflict‑of‑interest declarations, with analysis of non-compliant sections and embedded dashboards to support corporate governance and regulatory adherence
SME Sales Automation
A Sales Force Automation module tailored to SMEs, offering lead and client management, integrated user activity tracking, and actionable dashboards—streamlining banking sales processes
Payroll Agreement Platform
Supports oversight of salary payment agreements via banks, capturing details like service costs, fees, discounts, and available financial products—ideal for SME and corporate payroll management
End-to-End Process Automation Suite
Enhances operational efficiency with RPA, AI, and BPM-powered modules including time tracking, invoice automation, document generation, contract handling, e-signatures, purchase-to-pay flows, and enterprise budgeting
Resources
| Attachment | Size |
|---|---|
| Discover the solution | 4.57 MB |
