FinTech Automation’s cover photo
FinTech Automation

FinTech Automation

Technology, Information and Internet

Dallas, Texas 4,255 followers

FinTech Automation is a financial services Infrastructure-as-a-Service platform for banking and wealth management.

About us

FinTech Automation is a financial services Infrastructure as-a-Service platform, uniquely positioned to connect financial institutions with financial technology. A typical financial institution may have 7 to 15 lines of business that operate vertically with each having its own processes, applications, and databases. FinTech Automation connects these processes and data across each line of business to deliver great personalized interactions, fraud mitigation, and increase data security. Our platform includes our proprietary UniFi real time cloud native banking and wealth management core, integrated with our proprietary payment network MordernRail as a third party service provider with the Federal Reserve for ACH, FedNow, wires, and checks.

Industry
Technology, Information and Internet
Company size
51-200 employees
Headquarters
Dallas, Texas
Type
Privately Held
Founded
2015

Locations

Employees at FinTech Automation

Updates

  • Building AI-Ready Architectures: The Next Step in Banking Automation A recent survey showed that 78% of banks plan to increase their automation budgets in 2025, citing that manual workflows in compliance, onboarding, and reconciliation are their top operational bottlenecks. The pressure is real — those still tied to legacy systems are losing ground fast. At FinTech Automation, our Architectural Consultation service helps institutions move from rigid legacy setups to AI-ready, modular frameworks. We evaluate your existing architecture to uncover where efficiency can be improved and where redesign delivers the greatest impact. Then we help you modernize — designing infrastructure, microservices, and APIs that support automation across all workflows. With architecture aligned to automation, banks can deploy end-to-end processes that eliminate manual effort, reduce errors, and scale without breaking. #Automation #Banking #Architecture #CoreModernization #FinTechAutomation #WorkflowInnovation

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  • Modernizing Onboarding for a Digital-First Audience Recent studies from 2025 reveal a stark reality: 50% of digital banking users are willing to switch providers for a better onboarding experience, and 31% already have—putting immense pressure on financial institutions to deliver fast, frictionless digital journeys. At FinTech Automation, we specialize in transforming onboarding into a strategic advantage. Through our suite of automation tools, we map and evaluate your critical workflows to spot bottlenecks and pinpoint where manual effort drags performance. From there, we design and deploy streamlined automations—handling tasks like data prefilling, document capture, and intelligent decision routing—so customers glide through account setup without friction. The impact is measurable: lower abandonment, faster throughput, and fewer errors. Your teams get relief from repetitive work, while your institution earns the ability to scale more intelligently and cost-effectively. Modernize your business and service delivery with automation built to last. #Automation #DigitalOnboarding #FinTech #WorkflowOptimization #OperationalExcellence

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  • Boosting Banking Efficiency Through Workflow Automation U.S. Bank recently reported its efficiency ratio dipped to 59.2% in Q2, signaling improved cost control through optimized operations. FinTech Automation delivers workflow automation and robotic process automation (RPA) services that modernize operations end to end. We start with requirement analysis to identify processes with the highest potential impact, create detailed process maps to uncover dependencies and bottlenecks, and implement automation that streamlines execution across departments. Post-deployment, we continuously monitor performance, ensuring improvements scale over time. With automation in place, institutions can scale without adding proportional headcount, reduce errors, and reallocate talent toward strategy rather than repetitive tasks. #Automation #BankingEfficiency #WorkflowModernization #FinTech #OperationalExcellence

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  • When Legacy Tech Is a Barrier to Growth Banks are increasingly admitting the weight of their own technology burdens. In a new report, 68% of banking IT leaders say that legacy systems are slowing down digital transformation efforts and leading to customer loss. FinTech Automation offers Architectural Consultation Services that help financial institutions transform from entangled legacy systems into modular, scalable architectures. We evaluate your architecture to identify where efficiency can be improved, and where infrastructure redesign will deliver the greatest impact. A modernized architecture doesn’t just improve efficiency — it also enables adoption of emerging technologies like AI and advanced analytics, giving banks the agility to integrate intelligent automation, fraud detection, and real-time insights seamlessly into their operations. With a robust, modern architecture in place, banks can accelerate feature deployment, reduce maintenance drag, and open the door to new products and customer experiences. #CoreModernization #BankingInfrastructure #FinTech #ArchitectureConsulting #ScalableSystems #LegacyTransformation

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  • Core Modernization: Why Banks Can’t Wait Any Longer According to recent industry analysis, more than 70% of community and mid-sized banks say their legacy systems are holding them back from delivering real-time digital services and integrating new products. In an era defined by instant payments, open banking, and rising regulatory demands, outdated cores are no longer just a technical inconvenience — they are a strategic liability. FinTech Automation helps financial institutions modernize their core infrastructure to unlock agility, resilience, and growth. Our approach balances stability with innovation: replacing rigid, batch-based processes with flexible architectures that support real-time transactions, unified data models, and embedded compliance. By adopting open APIs and microservices, banks can decouple legacy components, scale selectively, and future-proof their technology stack without the risk of disruptive “big bang” migrations. With core modernization, institutions gain more than just speed. They reduce reconciliation delays, streamline product rollouts, and lower operating costs, all while enhancing security and meeting evolving regulatory standards. The result is an operational backbone that adapts as quickly as customer expectations — enabling banks to focus on delivering seamless digital experiences and exploring new business models. #CoreModernization #BankingTransformation #DigitalBanking #FinTech #Automation

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  • RPA Market Growth Signals Urgency for Banking Automation According to Precedence Research, the global robotic process automation (RPA) market is projected to surge from $28.31 billion in 2025 to over $211 billion by 2034, growing at a 25% CAGR. This momentum is being driven by financial institutions and enterprises seeking cost efficiency, reduced human error, and improved productivity through automation. For banks and credit unions, the message is clear: legacy, paper-heavy processes are no longer sustainable. Manual onboarding, compliance checks, and data entry create bottlenecks that slow growth and increase risk. At FinTech Automation (FTA), we specialize in robotic process automation that helps institutions modernize their infrastructure and eliminate manual labor. Our automation framework streamlines onboarding, integrates compliance checks directly into workflows, and reduces reliance on paper-heavy processes. From workflow mapping to deployment, we equip banks and credit unions with scalable, intelligent systems that improve accuracy, lower costs, and free staff to focus on strategic initiatives. #BankingAutomation #DigitalTransformation #FinTech #WorkflowAutomation #Compliance #FinTechAutomation

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  • Faster Digital Onboarding with Automation A recent report from West Monroe shows that banks with seamless digital account opening not only stabilize customer flows during disruption but also accelerate deposit growth and strengthen long-term loyalty. In today’s market, the ability to onboard quickly has become a clear differentiator. At FinTech Automation (FTA), we enhance onboarding efficiency by combining our Flow Builder with the EZForm Digital Account Opening solution. Flow Builder enables institutions to design and adjust workflows without coding, while EZForm brings automation with features like data prefill, smart field display, document attachment, e-signature, and facial liveness detection to simplify compliance and improve accuracy. The result is a smoother and more reliable onboarding experience that saves time for both staff and customers. Together, Flow Builder and EZForm replace paper-heavy, time-consuming processes with a seamless digital experience, allowing banks and credit unions to open accounts faster, reduce abandonment, and free staff to focus on strategic growth. #Automation #DigitalOnboarding #FinTech #BankingInnovation #EZForm #FlowBuilder #FinTechAutomation

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  • Embracing AI-Driven Automation — Without the Manual Heavy Lifting Coinlaw reports that AI automation has reduced operational costs by 13% across major U.S. banks in 2025, with 25% faster loan processing, a 45% drop in processing errors, and a 35% reduction in audit prep time. These numbers underscore a critical trend: AI isn’t just a buzzword — it’s transforming banking from the back office to the front line. For many banks and FinTech firms, the real value of AI lies in automating repetitive, rules-based processes—things like document reconciliation, regulatory reporting, compliance checks, and transaction validations. These tasks not only consume time and resources but also expose institutions to costly mistakes, fragmented data, and burnout among staff. This is where FinTech Automation’s Automation services make the difference. We deliver targeted automation solutions—powered by AI and intelligent workflows—that embed into your existing infrastructure. Whether it's automating loan document processing, streamlining reconciliation, or enforcing compliance protocols, our platform unleashes productivity while ensuring accuracy and audit-ready transparency. With our automation in place, institutions can cut manual task burdens, focus human talent on strategic decision-making, and scale efficiently. The AI revolution isn't about replacing staff—it's about empowering them. Join the silent evolution driving operational excellence in banking. #AI #BankingAutomation #FinTech #OperationalEfficiency #DigitalTransformation #WorkflowAutomation #FinTechAutomation

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  • Supercharging Banking with Agentic AI Banks are entering the era of agentic AI — where autonomous systems can reason, act, and adapt in real time. From continuous KYC to fraud detection and treasury operations, these AI agents promise to transform banking into a proactive, real-time enterprise. But here’s the challenge: most banking infrastructure wasn’t built for this. Legacy systems, fragmented data, and outdated integration frameworks make it difficult to scale AI beyond pilots. To truly capture the benefits, banks must first modernize the foundations of their operations. That’s where FinTech Automation (FTA) steps in. We help institutions redesign and modernize their infrastructure so AI isn’t just an add-on — it becomes embedded in workflows. And through our AI-focused architectural consultation, we guide banks on how to integrate automation and intelligence across payments, compliance, and core operations. With the right infrastructure and strategy, banks can move past incremental automation to achieve real-time, AI-driven transformation. #AI #AgenticAI #BankingInnovation #Automation #DigitalTransformation

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  • Credit Unions and FinTechs Are Finally Playing on the Same Team — Here’s Why It Matters The traditional tension between credit unions and FinTechs is giving way to a more collaborative future. As consumer expectations rise for seamless digital banking and payments, credit unions are turning to FinTechs not as competitors but as strategic technology partners. In fact, according to PYMNTS, 98% of FinTechs now view credit unions as clients — up from just 84% a year prior. Meanwhile, only 12% of credit unions still see FinTechs as competitive threats. This shift isn’t just about mindset — it’s about action. Credit unions are embedding FinTech solutions to modernize account opening, payments, ACH, and marketing capabilities. But partnership alone isn’t enough. Legacy cores, manual onboarding, and compliance bottlenecks still slow down innovation. That’s where FinTech Automation (FTA) comes in. FTA partners with leading tech providers like MasterCard and AWS to give credit unions a ready-to-use digital foundation — so they can launch new FinTech partnerships in weeks, not years. Our UniFi platform wraps modern APIs, embedded compliance, and automation around existing systems, making integration faster, safer, and more scalable. The result? Credit unions can deliver the kind of digital-first member experience once reserved for big banks — without losing the trust and personal touch that define the CU model. Collaboration is no longer optional — it’s a growth strategy. FTA is here to make it the easiest part of your transformation. #CreditUnions #FinTech #DigitalBanking #CoreModernization #FinTechAutomation #FTA

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