Built for Financial Services
Reduce risk and unlock efficiency across financial workflows with AI-driven automation that cleans, validates, and reconciles messy First-Mile Data™. Adeptia Automate offers breakthrough capabilities that make integration faster, smarter and easier than ever.
Our Industry Expertise
Adeptia brings over two decades of financial services expertise to our Intelligent Data Automation™ platform to solve your most persistent First-Mile Data challenges. Our purpose-built financial services solutions are designed to reflect and address real-world workflows and regulatory demands, so your teams can automate with speed and control.
With process accelerators built specifically for financial services, Adeptia Automate streamlines the intake and processing of First-Mile Data across enrollment, plan switchovers, ongoing contribution changes and more. Using AI-driven precision at scale, the platform extracts, standardizes, and validates unstructured data from retirement benefit enrollment forms, employer files, spreadsheets, and legacy formats into accurate, audit-ready records—reducing manual effort, minimizing errors, and accelerating processing while supporting compliance across complex financial ecosystems.
Who We Serve
Adeptia enables companies across a variety of financial services segments to integrate their First-Mile Data seamlessly.
Retirement Benefits
Investment Management
Third-Party Administrators
Payroll and HR Providers
Financial Software Vendors
One of the largest commercial banks 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
Financial Services
"A single architecture, a single platform, and a single source of truth are all the Bank needs to remain competitive in the financial marketplace."
See Adeptia in Action
Schedule a personalized demo and discover how Adeptia can help you move faster, work smarter, and scale with confidence.
Resources
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