Financial Services Solutions
Customer Onboarding
Frictionless onboarding from first click to digital signature. Digitise data collection, document uploads, and KYC verification in a single intuitive experience.
Banking
Modern banking experiences that move as fast as your customers. Automate account applications, lending, and financial health checks with intelligent insights.
Mortgage Servicing
Faster mortgage journeys with built in intelligence. Accelerate applications with automated assessments and your institution’s credit policies.
Insurance Claims
Smarter claims handling for any scenario. Automate underwriting, triage, and assessment from water damage to health incidents.
Pension Management
Digital pension journeys that are clear and compliant. Automate enrolment, updates, and beneficiary selections with forecast simulations.
AML and Compliance
Stay compliant without slowing down. Build audit ready, adaptable flows with full traceability and proactive risk detection.
Why Wizflow for Financial Services
Create digital customer journeys that solve real issues instantly
Create digital customer journeys that solve real issues instantly
With the Wizflow platform, entire customer journeys come to life in seconds, from first click to digital signature. Digital transformation in finance shouldn’t get stuck in PowerPoints and strategy documents. With Wizflow, digital journeys can be created in days with no code and no IT tickets. Our built in assistants help employees build flows, logic, and calculations step by step, from onboarding to advanced cases like pension transfer valuations.
Connection Engine: API to outcome
Connection Engine: API to outcome
Wizflow connects your digital customer flows with real time financial calculation capabilities. In a single interaction, customers can model outcomes such as home loan affordability across interest rate scenarios, explore long term savings plans, or receive an automated insurance payout, all based on your institution’s own rules and recommendations.Through Wizflow’s Connection Engine, institutions can connect internal or third party APIs directly into customer journeys, bringing live financial logic and outcomes into the flow. Data moves both ways, allowing systems to exchange insights continuously. This turns static experiences into collaborative, data driven interactions that stay actionable from first input to final decision.
Your rules. Your logic. Digitised and compliant
Your rules. Your logic. Digitised and compliant
Through guided data collection and our flexible Rules Engine, organisations can implement their own policies and decision logic in a digital solution without writing a line of code. Use our platform to apply your internal rules for claim validation, payout limits, credit score, or escalation so every case is handled consistently and in full alignment with your business decisions and regulatory requirements.
From idea to launch in weeks, not months
From idea to launch in weeks, not months
Our proven delivery model helps new enterprise customers get up and running fast. From the first workshop to go live, Wizflow guides teams through a structured process of design, testing, and validation, ensuring compliance and quality at every step. We combine deep domain expertise with agile execution to turn complex ideas into working solutions in a matter of weeks.
Flexible SaaS, on your terms
Flexible SaaS, on your terms
Wizflow adapts to your infrastructure and compliance needs. Deploy in our cloud, your cloud, or on premise. The choice is yours. We make flexibility a standard feature, not a compromise, giving you full control over your data, rollout, and security.
Ready to Transform Your Workflows?
Explore the detailed examples above or get in touch to discuss your specific needs and see how Wizflow can help your institution deliver faster, smarter financial services.