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Wizflow Features

Wizflow provides a comprehensive no-code platform designed specifically for financial services. Our features enable teams to create, deploy, and manage compliant digital workflows without technical expertise.

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Core Features

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🔧 Visual Workflow Editor

Build complex financial workflows with an intuitive drag-and-drop interface. No coding required.

Workflow Editor

  • Visual Builder: Drag-and-drop interface for creating workflows
  • Pre-built Templates: Industry-specific templates for common financial processes
  • Real-time Preview: See your workflows in action as you build
  • Version Control: Track changes and roll back when needed

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🤖 AI-Powered Assistant

Let Wizflow Assistant help you generate and optimize workflows using natural language.

Wizflow Assistant

  • Natural Language Processing: Describe your workflow in plain English
  • Smart Suggestions: Get AI-powered recommendations for optimization
  • Auto-generation: Create complete workflows from simple descriptions
  • Continuous Learning: Assistant improves based on your organization’s patterns

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🔒 Compliance & Security

Built-in compliance features ensure your workflows meet regulatory requirements.

Compliance Suite

  • GDPR Compliant: Built-in data protection and privacy controls
  • AML/KYC Support: Automated identity verification and screening
  • Audit Trails: Complete logging of all workflow activities
  • Role-based Access: Granular permission controls

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Integration Capabilities

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🔌 Legacy System Integration

Connect seamlessly with your existing infrastructure without costly replacements.

Banking Systems

  • Core banking platforms
  • Payment gateways
  • Card management systems
  • ATM networks

Insurance Systems

  • Policy management
  • Claims processing
  • Underwriting systems
  • Actuarial tools

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📊 Data & Analytics

Transform your data into actionable insights with built-in analytics.

Analytics Dashboard

  • Real-time Monitoring: Track workflow performance live
  • Custom Reports: Build reports tailored to your needs
  • Predictive Analytics: Forecast trends and bottlenecks
  • Export Capabilities: Share data in multiple formats

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Workflow Types

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💼 Customer Onboarding

Streamline client onboarding with automated KYC and document verification.

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📋 Approval Processes

Automate complex approval chains with conditional logic and escalations.

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Advanced Features

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🚀 Performance & Scalability

High Performance

Process thousands of workflows simultaneously

Auto-scaling

Automatically scale based on demand

99.9% Uptime

Enterprise-grade reliability

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🛠️ Developer Tools

For teams that need advanced customization options. 
// RESTful API for workflow management
const workflow = await wizflow.workflows.create({
  name: "Customer Onboarding",
  template: "kyc-standard",
  config: {
    requireBiometric: true,
    riskThreshold: "medium"
  }
});

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Getting Started

1

Sign Up

Create your Wizflow account and access the platform
2

Choose a Template

Select from our library of pre-built financial workflow templates
3

Customize

Modify the workflow to match your specific requirements
4

Deploy

Launch your workflow and start processing immediately

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Feature Comparison

FeatureStarterProfessionalEnterprise
Visual Editor✅✅✅
AI Assistant✅✅✅
WorkflowsUp to 10UnlimitedUnlimited
IntegrationsBasicAdvancedCustom
SupportEmailPriorityDedicated
Compliance ToolsBasicFullFull + Custom
API Access❌✅✅
Custom Actions❌LimitedUnlimited
Need a specific feature? Contact our team to discuss custom requirements for your organization.

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What’s Next?

View Changelog

See our latest updates and improvements

Request Demo

See Wizflow in action with a personalized demo