Intelligent Data Automation for the Financial Services Industry

Streamline operations and maintain compliance with Adeptia.

Partner logo 1Partner logo 2Voya LogoNasdaq LogoPartner logo 5

Accelerate Business Growth Through Data Automation

Leading financial institutions trust Adeptia to power their critical data exchanges.

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

Operate Efficiently

Adeptia enables companies across the financial services ecosystem to exchange data with customers and partners, while maintaining the highest levels of security. Turn your messy first-mile data into automated operational processes to accelerate and grow your business.

Connect to the Marketplace

Adeptia’s pre-built connectors and API management capabilities seamlessly connect with various financial systems, facilitating a modern approach to data integration.

Extract Meaningful Data from Documents

Adeptia’s AI-powered solution unlocks valuable data trapped in documents within your financial institution. Your data is automatically extracted and transformed into usable formats that drive faster, more intelligent operations across your organization.

Integrate Securely

Out-of-the-box features like data encryption, access controls, and audit trails help organizations meet strict financial data security regulations.

Free Trial

Explore Adeptia Connect

Create intelligent data flows with ease.

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.

Creating a single source of truth for a major US bank.

Learn how one of the largest commercial banks in the US leveraged Adeptia to process hundreds of thousands of data transactions a day.

Blog-6-reasons-need-data-integration-platform

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

Recordkeepers
Third-Party Administrators
Custodians
Payroll and HR Providers
Investment and Asset Managers
Managed Service Providers
Independent Software Vendors

Resources

Related Resources

Blog

Getting to 99% Data Accuracy

In our last post, we shared how one business loan provider transformed their week-long, $25,000-per-month manual process into a five-minute automated workflow. But we left you hanging on one critical ...

Abstract representation of data connection
Blog

Data Integration Beyond the Cloud: Self-Managed & Hybrid with Unmatched Control, & Superior Compliance for Highly Regulated Industries

Explore how Adeptia’s cloud, hybrid, and on-prem deployments give regulated industries full control and compliance for secure, enterprise-grade data integration....

eBook

How Modern Enterprises Use AIDP™ to Work with First-Mile Data™

Learn how modern enterprises use AI-powered Intelligent Document Processing (AIDP) to turn messy, unstructured documents into clean, structured data. Download the guide....