Build high-performance teams with no-code process automation platform – Proceso

Enhance the digital banking experience for your customers with our no-code banking and finance process automation software. Empower your workforce with seamless integration into your digital ecosystem.

  • Digital checklists
  • Notifications and alerts
  • Audits and compliance
  • Surveys and feedback

Proceso – A unified platform for all your
banking and finance teams

Break silos in your banking and finance organization with Proceso. Our no-code process automation solution offers a unified interface that brings all your employees together and streamlines data flow between teams.

For frontline workers’ productivity

Digitally empower your customer-facing employees, including tellers, customer service representatives, mortgage advisors, insurance agents, etc. Enable them to deliver an exceptional customer experience with Proceso.

  • New product launch
  • Customer outreach
  • KYC
  • Offers/product knowledge dissemination and assessments
  • Investments tracking

For managers and supervisors’ productivity

Enable your managers and supervisors to keep track of task progress, employee performance, and SOPs from a unified interface on Proceso.

  • Area sales tracking
  • Monthly operational performance reviews
  • Sales sync & review
  • Operational tasks review and reporting

For auditors’ productivity

Ensure compliance and transparency with pre-built templates available on our banking and finance processes management software.

  • Business health audits
  • Regulatory audits
  • Cash imprest audits
  • Sustainability/ carbon footprint audit
  • Health and safety checklists
  • Pandemic protocols checklist

For executives

Our banking and finance process management software provides deep, real-time insights into your operations for informed decision-making.

  • Compliance dashboard
  • Project Governance
  • Meetings Governance
  • Track Financial Risks
  • Track Major Opportunities

Streamline cross-functional approvals

Eliminate hurdles in cross-functional approvals management and ensure timely service delivery with our banking and finance management software.

  • Finance
  • Procurement
  • Retail Banking
  • Investment/Non-Retail Banking Operations
  • HR and Admin
  • Sales
  • Marketing

Uplift customer experience

Listen to your customers with simplified feedback collection and surveys. Streamline customer communication and address grievances with Proceso.

  • Query resolution
  • Customer sales outreach
  • In branch customer feedback
  • Grievance resolution
  • Customer surveys
  • Personalized service for customers
  • Product recommendations

Have a unique requirement?
We can customize Proceso to match your needs.

Transform your banking and finance operations with Proceso’s superpowers

Proceso streamlines your banking and finance operations by empowering your workforce with modern digital technologies. The core capabilities of Proceso transform your business operations and drive growth.

Task and process automation

Connected workforce management

Audit and compliance management

What makes Proceso powerful?

100+ connectors

Integrate Proceso with your preferred line-of-business systems such as SAP, Salesforce, Dynamics 365, etc.

Platform customization

Customize Proceso as per your business requirements to get the best returns on your investment.

Teams integration

Integrate Proceso with Microsoft Teams, ensuring seamless collaboration among your employees.

Pre-built templates

Proceso comes with more than 200 pre-built templates to help you save time and boost efficiency.

No-code platform

Proceso is a no-code task management software. You can create and update checklists without requiring IT assistance.

Cost savings

Ensure considerable reduction in the cost of SOP automation with ready-to-use process templates.

Time savings

Proceso improves efficiency by connecting all roles in your organization through a BOT and adaptive cards in Microsoft Teams.


Proceso ensures timely & accurate compliance, reducing the cost of follow-ups, escalations, and delays.

Improved customer experience

Proceso delivers high-quality employee experience and customer experience by streamlining operations.