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.
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 Automate.
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.
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
"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
Retirement Benefits
Investment Management
Payments
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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