Banking and Financial Services



Digitization is the process of converting data into a digital format through technology. The adoption of digitalization is critical for the banking industry.  

Digitalization reduces human error and results in increased customer loyalty. People now have 24-hour access to banks thanks to online banking. Customers have also benefited from digitization, as it has made cashless transactions possible.  

Banks can improve customer service as it makes the entire process simple and hassle-free 

Our Offerings 

Digital Workflow Automation and Document Management System

Banking and financial services provide multidimensional services through various front- and back-end operations. Several banking activities, such as account opening, accounts payable, closure, credit card processing, and loan processing can be efficiently automated to provide a seamless experience for customers. 

Banking workflow software assists financial institutions in optimizing and streamlining workflows to increase productivity. 

Banking process automation removes the disadvantages of manual processing while increasing operational efficiency. 

Document management in banking refers to all systems and processes required to collect, organize, and track information on customers, accounts, and operations. 

Ciranta can be the 10-on-10 match as a digital transformation partner for legacy banks, FinTechs, and digital banks. 

To solve all operational challenges, a collaboration with Ciranta will provide:  

  • Centralized repository with a single source of truth 
  • AI-powered capturing & Robust Search 
  • Scanning and Imaging 
  • Custom Workflow with No-Code visual workflow designer  
  • Version Control 
  • Custom Portals for different use cases 
  • E-Sign 
  • SLA Alerts 
  • Universal document format support 
  • Mobile and Cloud Access 
  • Simplified Audit Trails 
  • Analytics Reports 

BI & Analytics in Banking & Finance  

BI in the banking sector visualizes the company’s historical and current data to identify customer behavioral patterns and potential system roadblocks. With real-time visibility into operations, they provide the necessary insight into resource utilization, teller performance, counter usage, and wait times to obtain a live snapshot of appointments. 

It provides visual cues to take the actions required to achieve goals. This data can be filtered by location, bank branch, products, offerings, and transaction types to identify the areas that need to be improved. 

We deliver 

  • BI Consulting 
  • Dashboards and visualization using visualization tools 
  • Custom dashboard development 
  • Predictive analytics 
  • Setting up Data Warehouse 
  • BI Implementation