AI-Powered workflow intelligence forbanking & finance

Streamline loan processing, compliance workflows, and customer onboarding with AI-powered automation.

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Your privacy comes first

Personal information is filtered before analysis and insights are aggregated by team.

Setup in Seconds
Runs across every tool
You stay in control
Insights in a week

Why financial operations slow down

Process fragmentation & shadow work

Process fragmentation & shadow work

Disconnected systems force teams into manual workarounds. Critical processes get hidden in emails and spreadsheets, creating untracked operational blind spots.

Payment exceptions

Broken STP

Email workarounds

High cost-per-transaction

Manual compliance bottlenecks

Manual compliance bottlenecks

Relying on human judgment for regulatory processes slows down turnaround times and exposes your institution to costly errors and audit risks.

Manual KYC/AML checks

Missing approvals

Audit exposure

Slow Onboarding

Blind transformations & slow ROI

Blind transformations & slow ROI

Traditional improvements take 6-12 months to deliver. You burn budget and patience fixing symptoms instead of the actual root causes.

Long integrations

Unclear ROI

Months of consulting

Burned budgets

Worktrace moves the needle

90%

Faster customer onboarding

Cut turnaround times for account opening and lending by eliminating manual data re-entry and hidden handover delays.

40%

Drop in manual exceptions

Drastically reduce payment failures, reconciliation breaks, and KYC rejections that erode your Straight-Through Processing (STP).

75%

Less audit prep time

Maintain always-on audit readiness with auto-generated process documentation and real-time deviation alerts.

Observe
Optimize
Automate

Start in minutes.
Insights in a week

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Your privacy comes first
Personal information is filtered before analysis and insights are aggregated by team.
Insights within a week
No API connections, no OAuth flows, and no IT overhead. Worktrace captures work across every application by observing your screen.
Works across every application
Start receiving actionable insights within the first week
— without changing the way your team works.

Optimize your top processes

Learn more
Automatic SOPs from real work
Every mapped process automatically generates an SOP built from how your team actually works, including variants and edge cases.
Specify your business KPIs
Worktrace doesn't just optimize for time saved. Specify exactly what KPIs your team cares about.
Your top processes mapped
Worktrace groups observed workflows into processes and maps them with phases, decision points, and bottlenecks. See every step, tool, and handoff.
Roadmap of your team's top opportunities
Automation opportunities by impact, but goal fit. Everyone opportunity to a full blueprint.

Agents ready 
to export

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Workflow automations
Automations that are ready-to-export into a workflow builder of your choice.
System Level Prompt (SLP)
Role definition, constraints, output format, and guardrails. Ready to copy into any LLM-based agent builder.
Inputs & Outputs
Trigger events, input formats, expected outputs mapped from your real workflows.
Implementation requirements
Technical prerequisites and deployment checklist. Which APls need access, permissions required, and a phased rollout plan.

Top use cases for automation

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Loan application processing & underwriting automation

-30 turnaround

saved / month · across underwriting teams

Treasury & settlements reconciliation

-60% exceptions

fewer reconciliation breaks

KYC/AML compliance workflow automation

-75% time

spent on audit prep · zero compliance gaps

Customer onboarding journey optimization

90% faster

eliminate re-entry loops

Trade Finance Documents

2x faster cycles

across LCs, BGs, bill discounting

Cards & payments dispute resolution

-40%

manual exceptions · faster chargeback turnaround

Real results for enterprises like yours

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PII redaction
Sensitive data is automatically redacted before it reaches our analysis. Names, IDs, and personal identifiers are stripped at the source.
Allowlist and denylist
Control exactly which applications are observed. Your IT team defines the rules — Worktrace follows the list, no exceptions.
On-premise deployment
Deploy entirely within your infrastructure. Your data never leaves your network. Compatible with AWS, Azure, and GCP.
No productivity tracking
We observe workflow patterns, not individual performance. No time tracking, no keystroke counting. Team-level insights only.
ISO/IEC 27001:2022
Details
AICPA
Details
GDPR
Details
HIPAA
Details

Frequently asked questions

How is Worktrace different from process mining tools banks already use?
Which financial institutions are investing in AI?
How quickly can a bank go live and see results?
Is customer financial data safe with screen-level capture?
Can we keep all data inside our own environment?
Does Worktrace work with core banking systems like Temenos, Finacle, FIS, or Fiserv?
What are the top-priority use cases in banking?
What problems does Worktrace solve for banks and financial institutions?

Ready to evaluate 
the results?

‍

Request a demo

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hello@worktrace.ai

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Discover and define your workflows with Worktrace: zero setup, real results in a week.

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4x faster

Teams using Worktrace build 
and deploy agents 4x faster than starting from scratch.

Zero integration
Insights within a week

Capture, define and strategize 
the most optimal, high RoI workflows.
Automatically.

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