In Financial Services,
Time Is Money.
Automation Saves Both.
Replace tedious manual processes and sluggish legacy software with intelligent automation that gets things done in seconds. AutomateXP delivers the prowess of an army of developers and data scientists at the fraction of the cost — no coding required.
Your team is drowning
in paper and repetitive tasks
Financial service providers should spend a lot of time with their customers. After all, it’s their money on the line. But instead, customer-facing teams waste time and money:
→ Manually syncing internal systems
→ Correcting easily-avoidable human errors
→ Manually running AML, KYC, and ID verification checks
Automation presents a better way to do business, at scale.
Supercharge Your Workflows With AI
Process Automation
Automate a wide range of mission-critical tasks and processes in minutes using Unitek’s intuitive drag-and-drop automation builder. All without writing a line of code.
You get to keep all your existing software, too. Our pre-built connectors integrate seamlessly with 100+ systems, including Google, AWS, Salesforce, Xero, Sage, plus bespoke internal systems, and decades-old legacy platforms.
Intelligent
Document Processing
Our document OCR scans all data formats and document types in seconds — from handwriting and machine print to scanned files, PDFs, and images — with minimal configuration and mind-blowing accuracy.
Intelligent Onboarding & Identity Verification
Best of all, our solution reduces the risk of fraud and is fully GDPR, KYC, and AML compliant.
Go Beyond Automation
EngageXP
