Financial Services Solutions

Transform the speed and efficiency of front- and back-office processes with intelligent automation.

Onboarding illustration with a compilation of people working on laptops in a business setting

Intelligent Automation for Financial Services

From onboarding to account maintenance to loan processing to investment management, intelligent automation serves customers better, increases efficiency, and increases team productivity.

Digital transformation icon

Automate processing of documents

Automate underwriting document workflow icon

Increase efficiency of end-to-end processing

Improve responsiveness to customers icon

Respond faster to customers

Reduce time to settle icon

Reduce time-to-process

Boost underwriter productivity icon

Boost productivity of remote teams

Customer Success

Financial services leaders rely on Lithe expertise and experience to deliver successful digital transformation.

Your success matters to us. Share your challenges and goals with us and allow our experts to help you automate effectively.

Case Study

Digital Mailroom

BPO adds digital mailroom as 1,000’s switch from paper

Global Insurer

Case Study

Remote Working

Global insurer arms remote workforce in 1 week with digital mail

Financial Services and Intelligent Automation

Lithe applies AI-driven technologies to the digital transformation of financial services processes across front- and back-office teams. Our intelligent automation solutions accelerate work across the customer lifecycle and drive productivity in your organization.

robotic process automation RPA logo

Intelligent Document Processing

Automate the intake and understanding of documents from any source

Business Process Automation

Digitize, standardize and streamline rule-based workflows

Business process automation icon

Case Management

Efficiently gather incoming documents and productively engage case workers

Digital mailroom icon

Digital Mailroom

Apply AI to accelerate the distribution and processing of incoming documents


Clients want their interaction with a financial services company to be easy, fast, helpful, and safe. Intelligent automation helps by removing burdens from the customer during those interactions and reducing response times, e.g. by enabling easy submission of required documents in a loan process and by providing client teams with rapid access to all the information they require to fulfil customer requestions.

Whether by using AI to automate the processing of incoming client documents or by smartly automating workflow, intelligent automation removes latency while maintaining security in all client engagements.

Workflow automation accelerates the flow of tasks, documents and information across teams and systems, so work is completed faster and in accordance with business rules and policies.

Intelligent automation improves workflow by, firstly, removing the need for people to perform routine, repetitive tasks and, secondly, by exploiting AI to automate even those tasks that previously required human cognitive effort.



What is Tungsten (formerly Kofax) TotalAgility?

As businesses grow, so does the complexity of their processes. Managing this complexity efficiently is crucial for maintaining competitiveness and…

Tungsten TotalAgility 8 Release

Tungsten Automation, a renowned pioneer in Intelligent Automation software, has revealed TotalAgility® 8. This cutting-edge version of the flagship platform…

Process Automation Software: What is it?

“Every company is a software company” says Microsoft CEO, Satya Nadella. He means, of course, that software is crucial to…

Discuss your unique needs

Talk to our experts