Use our directory Workflow/BPM systems available for insurance companies and financial institutions. A system which designs, models, monitors, records, and analyzes workflow processes involving people and/or systems. Research workflow/BPM market and compare features and functionality of available systems.

Datamatics iPM Datamatics Global Services Limited
Datamatics’ iPM is a highly customizable web-based workflow system designed for accounts payable and receivable processes. iPM enables auto-rout…
ACE Insurance Automation RDT
ACE is RDT's process orchestration software that automates insurance workflows, without the need for major system overhauls or complex transform…
NSURE BPM-for New business and underwriting (Life Insurance) KGiSL
New business & Underwriting Workbench provide complete visibility of Process Standardize Operation Improve Staff Productivity Optimal Opera…
RPA | FRIDA Softtek
We take a tool-agnostic approach to implement business and IT process automation, and effectively manage service delivery to achieve maximum ben…
NewgenONE Platform Newgen Software
NewgenONE is a low-code platform that helps you drive end-to-end automation at scale. It helps automate all aspects of your business for efficie…
DocBridge® Gear - Workflow Platform for Process Automation in Customer Communication Compart North America, Inc.
API First: New Generation of Process Control and Modeling DocBridge® Gear is a platform with which all processes of document creation, conversio…
FASTdocs Alogent
Best practices and advanced AI and machine learning-based capabilities power FASTdocs, Alogent’s browser-based enterprise content and informatio…
Financial Services Creatio, bank sales edition Creatio
Financial Services Creatio, bank sales edition is designed to manage end-to-end sales processes of financial products and services to the bank's…
Financial Services Creatio, bank customer journey Creatio
Financial Services Creatio, bank customer journey edition is an innovative software for bank front-office and contact center management. The sys…
New Business Life AETINS SDN BHD
It is end to end point of sales system from quotation to policy issuance covering all lines of life insurance business.
Financial Services Creatio, lending edition Creatio
Financial Services Creatio, lending edition is an Intelligent solution to fully automate the lending processes. The system provides with omnicha…
Numerix FRTB Numerix
Numerix FRTB is a high-performance FRTB solution that helps banks transform their Front and Middle Offices to comply with FRTB. In the early sta…
Passport® Claims Defense e-Billing and Matter Management for P&C Insurers Wolters Kluwer
Better Analytics, Better Decisions, Better Outcomes. Transparently manage claims litigation and control legal spend while providing data and ana…
DocProStar Intelligent Document Processing TCG Process
The TCG Process solution, DocProStar automates end-to-end processing for document-centric use cases such as: account opening accounts payable…
Chorus SS&C Technologies
SS&C Chorus is the #1 intelligent automation platform for financial services and insurance firms. With proven success in high-risk, regulated in…

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