Adeptia for Financial Services

Intelligent Data Automation for the Financial Services Industry

Automate data exchange, validation, and reconciliation to reduce risk and improve operational efficiency.

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Accelerate Business Growth Through Data Automation

Financial companies are flooded with messy, unstructured data in the form of legal documents, invoices and financial reports. This First-mile Data™ is often trapped in PDFs, emails, or legacy formats, creating delays, errors, and manual rework.

Unlock First-mile Data with Adeptia

Leading financial institutions trust Adeptia to streamline these critical data flows across their business ecosystems.

Accelerate Time to Revenue
Reduce onboarding time by 75%
Eliminate Manual Handling
Automate 90% of document processing
Improve Customer Service
Increase satisfaction and retention
Maintain Strict Compliance
With industry regulations

How it Works

Efficiently connect, map, and validate data, all seamlessly orchestrated from within Adeptia Connect.

Connect Efficiently

Adeptia enables companies across the finance space to efficiently connect with customers and intermediaries throughout their ecosystems and access the first-mile data they need to accelerate revenue and simplify operations.

Depiction of Adeptia's Marketplace

See Adeptia in Action

Schedule a personalized demo and discover how Adeptia can help you move faster, work smarter, and scale with confidence.

Problems We Solve

Retirement Benefits Administration

Streamline the complex exchange of retirement plan data between employers, administrators, and recordkeepers.

Payment Processing Automation

Accelerate transaction processing, reduce errors, and improve cash flow with automated payment data exchange.

Customer & Partner Onboarding

Reduce onboarding from months to days by empowering business users to configure connections without coding.

Loan Processing & Origination

Automate document intake, data extraction, and approval workflows to accelerate lending decisions and improve customer experience.

Financial Data Aggregation

Consolidate data from multiple sources for analytics, reporting, and regulatory compliance with automated data pipelines.

Legacy Systems Modernization

Connect legacy financial systems with modern platforms without costly replacements or disruptions.

One of the largest commercial bank in the United States offers a comprehensive line of banking, investment, mortgage, trust, and payment products to consumers, businesses, and institutions.

Company Size

Enterprise

Industry

Finance

Creating a Single Source of Truth for a Major US Bank
With Adeptia Connect, one of the largest commercial banks in the United States was able to consolidate to a single platform to resolve complexity, speed up transaction, and reduce the potential for human error.

"A single architecture, a single platform, and a single source of truth are all the Bank needs to remain competitive in the financial marketplace."

Who We Serve

Segments

Retired couple speaking with a financial advisor

Retirement Benefits

Individuals speaking with a financial advisor

Investment Management

A crowd of individuals walking

Payments

People sitting in a conference room

Consumer and Commercial Lending​​​​‌‍​‍​‍‌‍‌​‍‌‍‍‌‌‍‌‌‍‍‌‌‍‍​‍​‍​‍‍​‍​‍‌​‌‍​‌‌‍‍‌‍‍‌‌‌​‌‍‌​‍‍‌‍‍‌‌‍​‍​‍​‍​​‍​‍‌‍‍​‌​‍‌‍‌‌‌‍‌‍​‍​‍​‍‍​‍​‍‌‍‍​‌‌​‌‌​‌​​​‍‍​‍​‍‌‍​‌‍‌‍​‌‍​‌‌‍​‌‍‍​‌‍‌​‌‌​​‍‍​​​​​​​​​‍‌​‌‌​‌‌‌‌‍‌​‌‍‍‌‌‍​‍‌‍‍‌‌‍‍‌‌​‌‍‌‌‌‍‍‌‌​​‍‌‍‌‌‌‍‌​‌‍‍‌‌‌​​‍‌‍‌‌‍‌‍‌​‌‍‌‌​‌‌​​‌​‍‌‍‌‌‌​‌‍‌‌‌‍‍‌‌​‌‍​‌‌‌​‌‍‍‌‌‍‌‍‍​‍‌‍‍‌‌‍‌​​‌‌​​‌‍​‌‌‍‌‌‍‌‌​‍‌​​‍​​‍​​​​‍‌​‍‌‌​‌‍‌‌​​‌‍‌‌​‌‌​​‌‍​‌‌‍‌‌‍‌‌​‍‌​​‌‍​‌‌‌​‌‍‍​​‌‌‍​‍‌‍​‌‍‌‍​‌‍‍​‍‌‌​‌‌‌​​‍‌‌‌‍‍‌‍‌‌‌‍‌​‍‌‌​​‌​‌​​‍‌‌​​‌​‌​​‍‌‌​​‍​​‍​​‍‌‍​‌‌‍‌‍​​‍​‍​​​‌​‍​‌‍‌‍​​‌​​‍​‌​​‌‌​‍​​​‍​​‌‌‍​‌‍‌‌​‌‌​​​‌‍‌‍‌‍​‌​‌‌‍‌‌‌‍‌​​‌‌‍‌‍​‌‌‍​​‍​​​‍​‌‌‍​​‍‌‌​​‍​​‍​‍‌‌​‌‌‌​‌​​‍‍‌​‌‌‌‌‍​‍‌‌​​‌‍‌‍‍‌‌‍‍‌‌​‌​​‍‌‌​‌‌‌​​‍‌‌‌‍‍‌‍‌‌‌‍‌​‍‌‌​​‌​‌​​‍‌‌​​‌​‌​​‍‌‌​​‍​​‍‌‍​​​‌‌‍‌‍​‌​‌‍‌‌​​‌​​‌​‌​​​​​​‍​​‍‌‍‌‍‌‍‌‌‌‍‌‌​​​​​​​​‌​‍​​‌‌​‌‌‍​‌‌‍‌​​‌‌‌‍‌​​‌‌‌‍‌‌‌‍‌‍​​​​‌​​​​​​‍​‍‌‌​​‍​​‍​‍‌‌​‌‌‌​‌​​‍‍‌​‌‌‌‌‍​‍‌‍‍​‌‍‌‌‌‍​‌‌‍‌​‌‍‌‌‌​‍​‌‍​‍‌‍​‌‌​‌‍‌‌‌‌‌‌‌​‍‌‍​​‌‌‍‍​‌‌​‌‌​‌​​​‍‌‌​​‌​​‌​‍‌‌​​‍‌​‌‍​‍‌‌​​‍‌​‌‍‌‍​‌‍‌‍​‌‍​‌‌‍​‌‍‍​‌‍‌​‌‌​​‍‌‌​​‌​​‌​​​​​​​​​‍‌‌​​‍‌​‌‍‌​‌‌​‌‌‌‌‍‌​‌‍‍‌‌‍​‍‌‍‌‍‍‌‌‍‌​​‌‌​​‌‍​‌‌‍‌‌‍‌‌​‍‌​​‍​​‍​​​​‍‌​‍‌‍‌‌​‌‍‌‌​​‌‍‌‌​‌‌​​‌‍​‌‌‍‌‌‍‌‌​‍‌‍‌​​‌‍​‌‌‌​‌‍‍​​‌‌‍​‍‌‍​‌‍‌‍​‌‍‍​‍‌‌​‌‌‌​​‍‌‌‌‍‍‌‍‌‌‌‍‌​‍‌‌​​‌​‌​​‍‌‌​​‌​‌​​‍‌‌​​‍​​‍​​‍‌‍​‌‌‍‌‍​​‍​‍​​​‌​‍​‌‍‌‍​​‌​​‍​‌​​‌‌​‍​​​‍​​‌‌‍​‌‍‌‌​‌‌​​​‌‍‌‍‌‍​‌​‌‌‍‌‌‌‍‌​​‌‌‍‌‍​‌‌‍​​‍​​​‍​‌‌‍​​‍‌‌​​‍​​‍​‍‌‌​‌‌‌​‌​​‍‍‌​‌‌‌‌‍​‍‌‌​​‌‍‌‍‍‌‌‍‍‌‌​‌​​‍‌‌​‌‌‌​​‍‌‌‌‍‍‌‍‌‌‌‍‌​‍‌‌​​‌​‌​​‍‌‌​​‌​‌​​‍‌‌​​‍​​‍‌‍​​​‌‌‍‌‍​‌​‌‍‌‌​​‌​​‌​‌​​​​​​‍​​‍‌‍‌‍‌‍‌‌‌‍‌‌​​​​​​​​‌​‍​​‌‌​‌‌‍​‌‌‍‌​​‌‌‌‍‌​​‌‌‌‍‌‌‌‍‌‍​​​​‌​​​​​​‍​‍‌‌​​‍​​‍​‍‌‌​‌‌‌​‌​​‍‍‌​‌‌‌‌‍​‍‌‍‍​‌‍‌‌‌‍​‌‌‍‌​‌‍‌‌‌​‍​‍‌‍‌​​‌‍‌‌‌​‍‌​‌​​‌‍‌‌‌‍​‌‌​‌‍‍‌‌‌‍‌‍‌‌​‌‌​​‌‌‌‌‍​‍‌‍​‌‍‍‌‌​‌‍‍​‌‍‌‌‌‍‌​​‍​‍‌‌

Who We Serve

Company Types

Adeptia enables companies across a variety of segments to integrate their First-Mile Data seamlessly.

Recordkeepers

Third-Party Administrators

Custodians

Payroll and HR Providers

Investment and Asset Managers

Managed Service Providers

Independent Software Vendors

Resources

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