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.
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.
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
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
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
Includes specialized tools for managing negative information, identifying high‑risk clients, executing compliance decisions, and generating regulatory dashboards and reports
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
A Sales Force Automation module tailored to SMEs, offering lead and client management, integrated user activity tracking, and actionable dashboards—streamlining banking sales processes
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
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
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