Agentic business orchestration for banking and financial services
Deliver faster outcomes by orchestrating AI, automation, and people with pre-built banking solutions.
Clients, onboarded. Loans, originated. Trade exceptions, resolved.
With built-in governance, auditability, and security, UiPath enables faster execution without sacrificing control.
20%
productivity gain from financial services firms from AI investment
Bain, 2025
99%
faster time to value
Deluxe, 2024
29%
of the share of AI’s total value will be held by AI agents by 2028
BCG, 2025
UiPath Solutions for Financial Services
Financial institutions need faster, safer ways to modernize critical workflows like loan origination, underwriting, KYC, claims, and servicing without disrupting core systems. UiPath Solutions for Financial Services combine AI agents, automation, human-in-the-loop controls, and orchestration to connect end-to-end processes with embedded governance and auditability.
- Financial crime compliance
- Loan origination
A pre-built FCC solution that clears false positives, accelerates investigations, and strengthens compliance outcomes
Automate alert and media reviews with AI-driven screening, structured decisions, and built-in audit trails. Reduce manual workload, escalate complex cases to analysts, and integrate seamlessly with your existing compliance systems.
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An end-to-end loan origination solution that accelerates decisions, reduces risk, and scales with your business
Orchestrate loan setup and QA/QC across your existing systems with AI-driven validation, unified dashboards, and embedded governance. Reduce rework, eliminate bottlenecks, and improve speed-to-close without replacing your existing LOS.
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Discover the impact of agentic business orchestration in banking
Client onboarding
Mortgage origination
QA/QC
Name screening alert review
UiPath transforms client onboarding in finance
See how business process orchestration eliminates the manual bottlenecks that slow down client onboarding in wealth management.
Explore UiPath Maestro
Webinar
The state of automation in banking & financial services
Learn how financial institutions are leveraging automation and agentic solutions to drive efficiency, ensure compliance, and stay ahead of rapid industry change.
Real pain points. Real agentic workflows.
Explore customer-deployed use cases transforming financial services today.
- Credit card disputes
- Mortgage origination
- Counterparty credit risk
- Company research
- Loan QC and QA
Resolve disputes faster with AI fraud review
Automate dispute intake, document extraction, transaction analysis, and case creation across your portal, CRM, and payment networks. AI agents assess fraud risk and gather evidence, while human reviewers stay in control of final decisions. Reduce cycle times, improve accuracy, and deliver faster, well-documented resolutions at scale.
Discover 50+ financial services use cases
Accelerate mortgage approvals with agent-led orchestration
Orchestrate mortgage intake, document validation, DTI/LTV calculations, LOS updates, and underwriting decisions across systems. AI agents extract and verify borrower data, apply policy logic, and auto-resolve standard cases—escalating only exceptions to human reviewers. Reduce bottlenecks, improve accuracy, and shorten time-to-yes without replacing your existing LOS.
Discover 50+ financial services use cases
Respond to market events with agent-driven risk analysis
Trigger risk assessments directly from market or news events. AI agents aggregate internal and external data, enrich exposure insights, and recommend stress scenarios in real time. Analysts review and refine recommendations while orchestration automates risk engine execution and report generation. Deliver faster, defensible credit risk decisions with full auditability.
Discover 50+ financial services use cases
Accelerate research and PIB creation with AI agents
Automate the collection, summarization, and formatting of company research across FactSet, filings, and news sources. AI agents extract insights from 10-Ks and earnings reports, generate structured summaries, and assemble publication-ready briefs—while analysts review and refine the output. Cut hours from research cycles and scale output without increasing burnout.
Discover 50+ financial services use cases
Automate commercial loan quality control at scale
AI agents ingest complete loan-closing packages, classify documents, and extract key data points across systems. Automatically compare 50+ fields side by side, flag discrepancies, and generate structured summaries for remediation. Reduce manual verification, eliminate context switching, and ensure consistent, well-documented quality reviews without slowing closings.
Discover 50+ financial services use cases
More to explore in agentic automation for banking
White paper
The state of automation in banking and financial services 2026
Explore the macro trends shaping financial services and how agentic automation helps institutions optimize operations, elevate service, and protect margins.
