Develop all the compliant financial applications you can imagine faster than ever

Accelerate innovation and reduce risk across your financial operations.

Accelerating innovation in financial services

Empowering banks, wealth managers, and fintechs to rapidly deliver secure, compliant, and competitive business applications, without the bottlenecks of legacy systems or the risks of tech debt.

Our AI-native hub is Designed for business and operations leaders to collaborate effectively. This AI hub will enable you to launch, adapt, and manage financial solutions with unmatched speed and flexibility while maintaining full control and human oversight.

Key Use Cases for Financial Institutions

1. Onboarding, KYC and data

Launch seamless, omnichannel onboarding journeys for retail, commercial, and wealth clients.

Automate KYC/AML, due diligence, and regulatory checks, reducing manual effort and accelerating approvals.

Centralize client data and interactions, providing a unified experience for customers, advisors, and operations teams.

2. Loan & mortgage origination

Digitize loan and mortgage applications with real-time status tracking for clients, underwriters, and agents.

Automate credit evaluation, document collection, and approval workflows to reduce cycle times and errors.

Integrate with core banking and third-party data providers for instant decisioning and compliance.

3. Account & treasury

Streamline account opening, maintenance, and servicing with intuitive digital workflows.

Automate deposit, payment, and treasury operations for greater efficiency and control.

Enable self-service portals for clients and internal teams, reducing operational costs and improving satisfaction.

4. Asset & wealth

Empower clients with secure, personalized self-service portals for portfolio management and reporting.

Digitize onboarding, NAV oversight, and post-trade exception management to drive efficiency and transparency.

Support regulatory compliance with integrated KYC, AML, and audit-ready workflows.

5. Risk, compliance & fraud

Automate compliance processes across business lines, from document collection to transaction monitoring.

Leverage AI-powered tools to detect and prevent fraud, ensuring robust controls and audit trails.

Maintain regulatory alignment with built-in governance, version control, and real-time reporting.

6. Customer experience

Deliver frictionless digital banking and investment experiences across web and mobile.

Personalize product recommendations and communications using real-time data and predictive analytics.

Enable 360-degree customer views for advisors and service teams, driving loyalty and growth.

Outcomes enterprises want

Swifter

Accelerate time to market

Launch new products, journeys, and digital services in weeks, not months, to stay ahead of market demands.

Reduce operational costs

Automate manual tasks, eliminate legacy tech debt, and free up teams to focus on growth and innovation.

Enhance compliance & security

Meet evolving regulatory requirements with built-in controls, audit trails, and enterprise-grade security.

Empower business & IT collaboration

Enable business and technical teams to co-create solutions, reducing handoffs and accelerating delivery.

Modernize legacy systems

Integrate seamlessly with core banking, CRM, and third-party platforms. No rip-and-replace required.

Why financial services demand Swifter

Audit-ready by design

Specialized agents accelerate every phase of solution delivery, from onboarding to compliance, with full human oversight.

No lock-in

All outputs are open, editable, and owned by your organization—future-proofing your digital investments.

Enterprise-grade security

Fine-grained access controls, encryption, and operational observability are standard.

Flexible integration

Connect to your existing systems, APIs, and cloud infrastructure for a unified digital ecosystem.

Audit-ready by design

Every change is logged, versioned, and traceable—supporting regulatory reviews and risk management.

Explore More Financial Services Use Cases

Ready to see how Swifter can transform your financial institution?