Transform To Perform


A disruptive market and stringent rules and regulations are presenting a host of challenges as well as opportunities to banks and financial services (BFS) companies. Datamatics partners with BFS companies and helps them stay globally competitive through digitization and automation.

Datamatics is a one-stop shop for managing and streamlining back-office operations in the banking domain that includes corporate banking, trade finance, direct banking, global trade services, retail assets & liabilities.

Datamatics banking and financial process management services make use of the latest commercial off the shelf (COTS) products as well as Datamatics’ proprietary products in robotic process automation (RPA), intelligent document processing (IDP), artificial intelligence (AI) / machine learning (ML) algorithms, and intelligent workflows.

The company enables banking and financial service enterprises to seamlessly automate simple to complex processes using varied permutations and combinations of intelligent technology solutions.

Datamatics enables the banking and financial services companies to take full cognizance and control of monitoring and eliminating the money laundering and fraudulent activities in their wider transactional ecosystem.



30+ years

Banking process management experience

Expertise in delivering intelligent solutions for the banking and financial services enterprises in both international and domestic markets

6.5 Million

Accounts processed per year

Delivered automation projects using point solutions as well as end to end automation models across geographical barriers


Accuracy at form level

Precision deliveries to ensure statutory compliance in a timely manner

Audit trails with high visibility and traceability


Reduction in average per transaction handling time ensuring cost reductions in data processing and ensured savings year on year


New Business

Automate and digitize account origination process, thus minimizing risk of manual errors and time for account opening to provide enhanced digital customer experience. Automate KYC processes.

Automate all kinds of account opening processes including:

  • Savings accounts
  • Current accounts
  • Term deposit or certificate of deposit accounts
  • WebTrade accounts
  • Demat accounts
  • NRI accounts
Banking Process Management - Account Opening Process

Account Maintenance

Improve turnaround times for more efficient handling of service requests, KYC process management and compliance. Engage a proprietary suite of next-generation technology solutions for document capture, intelligent document processing, archival, retrieval and output management.

Manage the entire gamut of KYC processing for large banks and financial institutions including:

  • Service Requests
  • Re KYC
  • C KYC
  • Compliance
  • Email Support
Banking Process Management - Account Maintenance

Loans & Mortgage

Boost efficiency of your lending process while reducing transaction cost. Make faster and informed decisions, while improving customer engagement and generating revenue.

Provide customized loan management solutions, integrated process management, workflow analytics and mobility solutions in the loans and mortgage space:

  • Personal Loans
  • Home Loans
  • Vehicle Loans
  • Gold Loans
  • Term Loans
  • Agricultural Loans
  • Credit Card
  • Line of Credit
Banking Process Management - Loans & Mortgage
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"Great Customer Experience"

Head Collection Strategy Analytics & QA 
Company size: 500 Mn - 1 Bn USD
Industry: Finance

Frequently Asked Questions

What you get:
  • A list of 100+ banking processes that can be automated with RPA
  • RPA use cases across Retail Banking, Corporate Banking, Direct Banking and Trade Finance

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