Financial Services

Solutions for Financial Services

Customer satisfaction is of paramount importance to any financial services organisations today. In order to ensure that the business is efficient, agile, responsive and customer focused, going digital in all business processes, be that front of back-office, is absolutely key.
Going digital allows you to automate tasks and reduce operating costs, while ensuring regulatory compliance and high levels of productivity in the business.

At Datafinity we offer a comprehensive set of tools that help Financial Services businesses digitise and automate their business processes in order to become more efficient and profitable.


  • Electronic Forms and Form Capture
  • Automated Document Capture and OCR Solutions
  • FICA and KYC Solutions
  • Robotic Process Automation
  • Electronic Document and Records Management (ECM)
  • Workflow and Business Process Management
  • Electronic Signatures
  • Case Management
  • Portal Solutions
  • ECM Integrations with L.O.B and ERP System for paperless processes.
Please contact us to discuss any area within your organization that is still too paper based and manual in task execution. For over 20 years we have implemented solutions for companies in many verticals, including Banking, Insurance, and Wealth Management.