Process and Data Orchestration for Financial Services

Leverage AI-powered integration and automation to connect core banking systems, drive compliance, increase operational efficiency, and benefit from new business models.
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Modernize financial services to keep up with customer demands

Securely connect systems and automate workflows at scale.

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    Connect your core banking system

    Leverage pre-built connectors for major core-banking systems—including Jack Henry SilverLake, Symitar, Fiserv, and FIS—to accelerate cloud migrations and digital transformation initiatives.

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    Automate any workflow

    Automate customer onboarding, fraud detection, data operations and compliance tasks with reusable workflows so your team can focus on high-value work.

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    Unlock speed and business agility

    Achieve 3x faster integration and project delivery with proven playbooks and financial expertise, giving your teams the agility to launch new products, meet regulations, and seize market shifts.

Finance integration solutions

Replace brittle handoffs and siloed systems with secure, scalable orchestration.

Modernize Legacy Systems
  • Modernize Legacy Systems
  • Streamline business processes
  • Innovate faster, stay compliant
Your Challenge

Siloed legacy systems hinder modernization

Customer, transaction, risk, and compliance data are fragmented across legacy cores, CRMs, and onboarding tools, making it difficult to deliver responsive service or meet regulatory deadlines.

Workato offers

Universal connectivity and real-time data

Workato connects data across core banking systems, Know Your Customer (KYC) tools, CRM, and fraud platforms—creating a unified, real-time view to streamline operations and reduce risk exposure.

Schedule a demo
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“With Workato, we’re able to acquire customers in minutes, transforming the way we expand our customer acquisition channels and grow our business”
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Kristin Fretz

Director of RevOps