K2 for Financial Services

Pursuing new opportunities in the financial services industry while keeping abreast of regulations can be challenging. Comprehensive financial services software solutions created with K2 will help empower your organization, streamline processes and enable better decision making. Speed, agility, and risk management — everyone is looking to improve these in today’s financial industry. Below are use case examples, out of many, where K2 can increase visibility, usability, scalability, and integration capabilities across your organization.

  • Client Onboarding
  • Loan Origination
  • Wealth Management
  • Department Solutions
Regulate the entire customer onboarding process to provide a seamless experience with K2, from account opening to account funding.

K2's out-of-the-box integrations with a wide range of commonly used backend systems and any custom-built solutions means you can create applications that harmonize with how your business apready operates. 

Connect with CRM systems and eliminate the need to re-enter information in your client onboarding process. Watch our client onboarding demo blow to see this process with K2 in action. 

Streamline your loan origination system with K2 to provide a consistent way for borrowers to apply for and track status of loan applications.

K2 provides real-time visibility into the daily transactions that make your business run.  

Creat reports and charts that keep track of applications and tell you where things are and how long they're taking in the loan origination process. Watch our loan origination demo blow to see this process with K2 in action. 

Manage cashflow and ensure real-time information is available, so maturity schedules coincide with loan demand.

Empower your employees to accomplish tasks sooner and make better decisions with applications that are tailored to their ever-changing needs. K2 works seamlessly on iOS, Android and Windows devices so you can work from anywhere, anytime, on any device.

You decide where you want to work, whether it be from a mobile device or desktop. Watch our wealth management demo blow and see how to execute trades from a mobile device with K2.

Manage cashflow and ensure real-time information is available, so maturity schedules coincide with loan demand.

K2 is more than just BPM and workflow tools - because each new application is faster to build than the one before it, our platform can be used to manage solutions across your enterprise.

Automate your invoice approval cycle and track where invoices are in the process. Watch our accounting and invoicing demo blow and see this process with K2 in action.

Whitepaper: Proving the RIO of BPM in Financial Services

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Case Study: Commercial Bank of Qatar

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Whitepaper: Making the Business Case for BPM in Financial Services

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Case Study: Southwest Bank

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